The CRM serves as the quarterback for the relationship, coordinating with clients, advisors, CPAs, attorneys, bankers, insurance professionals, property managers, and household staff to ensure seamless execution and an exceptional client experience.
Responsibilities
Serve as the primary point of contact for clients and their professional teams.
Review and present personal financial statements, consolidated reporting packages, budgets, and cash flow projections.
Oversee day-to-day financial administration, including cash management, bill pay, money movement, insurance premiums, and tax payments.
Coordinate trusts, LLCs, operating businesses, commercial real estate, personal residences, and rental properties.
Partner with advisory, tax, and estate planning teams to support liquidity planning, tax compliance, and implementation of planning strategies.
Monitor client activity, proactively identify issues, and drive solutions to completion.
Ensure timely, accurate execution of client requests while maintaining the highest level of service and discretion.
Qualifications
5+ years of client-facing experience in a family office, business management, accounting, or wealth management environment.
Experience managing complex high-net-worth or ultra-high-net-worth client relationships.
Strong understanding of personal financial statements, cash flow reporting, budgeting, and financial analysis.
Experience working with multiple entities, trusts, real estate holdings, and business interests.
Working knowledge of cash management, bill pay, money movement, and financial administration.
Exceptional communication, relationship management, and problem-solving skills.
Ability to prioritize competing demands in a fast-paced, high-touch environment.
High degree of professionalism, discretion, and attention to detail.
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V
Skills Required
- 5+ years of client-facing experience in a family office, business management, accounting, or wealth management environment
- Experience managing complex high-net-worth or ultra-high-net-worth client relationships
- Strong understanding of personal financial statements, cash flow reporting, budgeting, and financial analysis
- Experience working with multiple entities, trusts, real estate holdings, and business interests
- Working knowledge of cash management, bill pay, money movement, and financial administration
- Exceptional communication, relationship management, and problem-solving skills
- Ability to prioritize competing demands in a fast-paced, high-touch environment
- High degree of professionalism, discretion, and attention to detail
Mariner Wealth Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mariner Wealth Advisors and has not been reviewed or approved by Mariner Wealth Advisors.
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Healthcare Strength — Health coverage is described as robust, with low associate premiums, strong employer subsidy, and comprehensive options that include telehealth and therapy access.
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Leave & Time Off Breadth — Paid time off, parental leave, and 11 paid holidays are explicitly provided, complemented by paid volunteer hours that broaden time‑off support.
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Retirement Support — A 401(k) with company match is part of the core package and the plan is regarded positively within the overall benefits mix.
Mariner Wealth Advisors Insights
What We Do
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Wealth planning • Investment advisory services • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit marinerwealthadvisors.com.
