Mariner

AdvicePeriod (a Mariner, LLC line of business) is seeking a highly experienced Executive Assistant to serve as a trusted operational partner. This role combines traditional executive support with limited personal assistance responsibilities. The position is primarily focused on managing the Founder’s active and frequently changing schedule, maintaining communication flow, and ensuring that administrative and logistical details are handled smoothly. While the applicant’s work schedule will generally align with standard business hours, flexibility and responsiveness outside those hours are occasionally required. The ideal candidate is calm under pressure, extremely organized, discreet, technologically fluent, and capable of operating with minimal supervision. Responsibilities: - Calendar and Scheduling Management -Coordinating meetings across multiple organizations, clients, and advisors - Email and Communication Management - Responding directly to scheduling and administrative matters - Travel Coordination - Coordinating commercial travel, including flights, hotels, and ground transportation - Document and Information Management - Administrative Coordination - Meeting Preparation - preparing briefing materials, ensuring Steve is informed and prepared for upcoming meetings - Team Support - Supporting other members of the ultra-high-net-worth team as needed Qualifications: - Minimum of 10 years of Executive Assistant experience - Prior experience supporting senior executives or founders - Demonstrated ability to manage complex schedules and high-volume communications - Experience working in environments requiring strict confidentiality - Remote position, Pacific or AZ time preferred Skills: - Exceptional organizational discipline - High responsiveness and reliability - Strong judgment in prioritization and scheduling decisions - Comfortable handling confidential financial, legal, and estate planning information - Positive and professional personality - Strong interpersonal skills when interacting with clients and colleagues - Ability to work independently with minimal direction #LI-MK1 #LI-Remote 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. EOE M/F/D/V

Description We’re looking for a proactive and technically curious Information Security Engineer to join our Technology & Information Security team. In this role, you’ll work within an engineering-minded security organization that values modern architectures, hands-on problem solving, and high-impact technical contributions. You’ll help safeguard a complex, highly regulated environment while collaborating with teams who move quickly, think strategically, and execute with precision. If you thrive in dynamic environments, enjoy building and refining security capabilities, and want to make a meaningful impact on an organization’s security posture—you’ll feel right at home here. What You'll Do: Engineer and operate modern security platforms. Implement, run, and optimize enterprise-level security tooling across detection, identity, cloud, endpoint, and governance technologies. Conduct deep-dive security assessments. Evaluate systems, configurations, and architecture through hands-on testing and analysis—delivering actionable insights that directly influence engineering and business decisions. Strengthen core security operations. Support and mature processes such as: - Malware response and remediation - Vulnerability management and patch governance - SIEM log analysis, correlation, and monitoring - Incident documentation, reporting, and lifecycle management Improve systems by design—not by accident. Embed security into applications, infrastructure, and business initiatives from the outset, partnering with IT and engineering teams to identify risks and drive effective mitigations. Contribute through data, insights, and experimentation. Analyze trends, surface patterns, and help refine the firm’s Information Security Program through continuous improvement and cross-functional engagement. What Makes This Role Unique: - Technical leadership that “gets it.” You’ll work under leaders with real engineering backgrounds who understand workflows, decision points, constraints, and trade-offs because they’ve been hands-on themselves. - Security built on innovation, not stagnation. Our program prioritizes modern architectures, continuous improvement, and thoughtful evaluation of emerging standards, frameworks, and controls. - Access to state-of-the-art platforms. Gain experience with advanced detection systems, automated response tooling, identity and access platforms, cloud-native security solutions, and governance technologies used across the industry. - High-rigor environment with real impact. Build and refine capabilities in a financial-services context where precision, repeatability, and operational discipline matter—and influence enterprise-level direction. - Collaboration with top industry partners. Participate in vendor assessments, tooling evaluations, and integrations that shape an enterprise-grade security program. - Opportunities for broad domain depth. Contribute to initiatives spanning detection engineering, identity architecture, cloud security, automation, governance, and more. What You Bring: - Bachelor’s degree in Computer Science, Information Systems, Cybersecurity, or equivalent experience. - 3–5 years of hands-on experience in information security, IT operations, or adjacent engineering roles; experience in financial services is a plus. - Familiarity with modern security tools, frameworks, and standards (SIEM, EDR, vulnerability scanners, CIS, NIST, ISO 27001). - Familiarity with identity and access management (IAM) solutions, such as Okta, including integration with applications and security systems. - Experience with automation, including scripting languages (e.g., Python, PowerShell, Bash) to streamline security processes, workflows, and response actions. - Ability to operate with autonomy, accountability, and comfort in fast-moving environments. - Exceptional communication and collaboration skills with the ability to influence across teams. - Analytical mindset with a high bar for detail, documentation, and operational excellence. - An active CISSP certification is required for this role 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. EOE M/F/D/V

The Senior Wealth Analyst works on our Ultra High Net Worth advisory team, working with our wealthiest and most complex clients. The work can be demanding, but those who do well in this role are excited by the uniqueness and challenges of the populations we service. In this role, you are responsible for providing technical support to the advisory team by data gathering, scenario building, investment analysis, and plan presentation. You will also assist in the preparation and review of personal financial statements, allocation tables, portfolio transitions, estate planning modeling, presentation decks, and participate in internal strategy discussions for clients. Responsibilities - Review, model, analyze, and rebalance investment portfolios. - Develop an understanding of investments, markets, and planning - Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports. - Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input. - Create and deliver prospective client proposals and inventories. - Become an expert in one of the core disciplines/tools (technology, concept, etc.) Qualifications - Bachelor’s degree in Finance, Accounting, Economics or similar field required. - Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.). - Demonstrated related experience may substitute for preferred education. - Minimum of 3 years of experience in similar role required. - Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment. Skills and Knowledge - Organized, analytical, and detail oriented - Self-motivated and independent yet exhibits a team player attitude - Indomitable work ethic and the willingness to work additional hours as needed - Strong willingness to learn - Outstanding written and verbal communication skills #LI-Remote #LI-MK1 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. EOE M/F/D/V

Role Overview The Platform Operations Associate (Salesforce Administrator) will own operational support for the Mariner’s current Compass Salesforce org and any upcoming orgs as designated with the firm strategy, managing user requests, troubleshooting issues, and delivering reporting and light automation enhancements. This individual will act as the front line for Salesforce cases and ensure that the system continues to meet business needs effectively and efficiently. This is a highly internal-facing role, working directly with business teams to resolve access, reporting, and system issues. Key Responsibilities User Support & Case Management - Manage and resolve Platform cases (permissions, access, profile/role updates, troubleshooting) - Provide timely resolution to reporting and dashboard issues - Serve as a point of contact for Platform user support Reporting & Analytics - Build and maintain reports and dashboards - Ensure reporting requests are scoped appropriately and align to business needs - Maintain reporting consistency and data accuracy Automation & Enhancements - Develop and maintain Flows, validation rules, and light system enhancements - Support incremental improvements driven by business requests - Assist with testing and deployment activities Data Quality & Governance - Monitor and improve data hygiene within FSC - Support validation improvements and standardization efforts Integration & Technical Support - Assist in troubleshooting integration-related issues - Coordinate with vendors or technical teams as needed - Support ongoing platform stability What Success Looks Like in This Role - Platform cases are resolved efficiently and consistently - Users experience minimal friction in accessing and using Salesforce - Reporting is accurate, reliable, and trusted - Platform enhancements are implemented cleanly and with minimal rework - Data quality steadily improves over time Qualifications - Salesforce Administrator Certification preferred, or willing to obtain within 60 days of onboarding - 1–4+ years of Salesforce administration experience (Financial Services Cloud experience a plus) - Experience with: - User setup & permission management - Reports & dashboards - Flows and validation rules - Basic troubleshooting and issue resolution - Strong organizational and case management skills - Ability to communicate clearly with non-technical stakeholders #LI-JS1 #LI-REMOTE 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. EOE M/F/D/V

The Information Technology team is the engine that drives awareness, engagement, and demand for the business. We craft compelling stories, build scalable programs, and deepen our understanding of customers to connect the right message with the right audience at the right time. Through data-driven strategies and cross-functional partnership, Marketing accelerates pipeline, strengthens our brand, and fuels sustainable growth. Our work empowers the company to reach new markets, expand customer value, and unlock its full commercial potential. Mariner is seeking a dynamic, forward-thinking Vice President, Office of the CIO to act as a strategic advisor, enterprise connector, and execution leader during a pivotal phase of digital transformation and modernization. This role partners closely with the Chief Information Officer and IT leadership team to drive organizational clarity, operational rigor, and technology-enabled business performance. The Vice President will serve as a trusted partner and force multiplier to the CIO—shaping priorities, accelerating execution, and ensuring that technology, operations, and business strategy remain tightly aligned across the enterprise. Responsibilities - Act as a strategic proxy to the CIO, anticipating needs, shaping priorities, and enabling high-impact execution across IT and the broader organization - Orchestrate cross-functional collaboration across business units to align technology strategies with enterprise objectives, ensuring prioritization transparency, accountability, and measurable outcomes - Drive executive alignment on key initiatives, enabling faster decision-making and cohesive enterprise execution - Lead the creation of executive-ready communications, including board materials, dashboards, and insights that clearly articulate IT strategy, progress, risks, and value creation - Oversee company-wide IT communications, strengthening transparency and trust with internal and external stakeholders - Manage strategic vendor and partner relationships, ensuring strong performance, innovation, and commercial value - Oversee the IT operating budget, driving financial discipline, forecasting accuracy, cost optimization, and effective resource allocation - Lead enterprise-wide strategic programs and initiatives, ensuring scope alignment, risk mitigation, and consistent delivery against business outcomes - Implement modern delivery practices, governance frameworks, and portfolio management disciplines to enhance execution predictability and operational excellence - Lead multi-year IT strategic planning and technology roadmapping aligned to business strategy, digital modernization goals, and innovation priorities - Evaluate emerging technologies and industry trends to inform strategic investment decisions - Identify operational bottlenecks and organizational friction, designing and implementing process improvements that elevate productivity, service quality, and collaboration - Champion a culture of continuous improvement, data-driven decision-making, and customer-centric IT service delivery Qualifications - Bachelor’s degree required; advanced degree preferred - 10–15+ years of progressive leadership experience in IT, digital transformation, technology strategy, or related roles - Demonstrated experience serving as a strategic advisor, chief of staff, or thought partner to senior executives, ideally within a technology organization Skills and Knowledge - Proven ability to influence, lead, and drive alignment among senior leaders across complex, matrixed organizations - Exceptional executive communication, storytelling, and presentation skills - Strong understanding of IT operations, cybersecurity, enterprise architecture, cloud platforms, and digital modernization principles - Expertise in program and portfolio management, organizational governance, and operational rigor - Experience establishing KPIs, dashboards, and performance insights that drive accountability and results - Strong change management capabilities with the ability to lead through influence and build trust across diverse teams - Solid business and financial acumen, including experience managing IT budgets, evaluating business cases, and optimizing vendor spend and performance - Strategic thinker with a strong execution orientation and ability to translate strategy into measurable outcomes - Comfortable navigating ambiguity, driving clarity, and operating with agility in dynamic environments #LI-DM1 #LI-REMOTE EOE/M-F/D/V 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. EOE M/F/D/V

The HR team is the cultural and operational backbone of the company, ensuring that people, processes, and performance move in sync. We attract, develop, and support exceptional talent while fostering an inclusive, engaging environment where every employee can thrive. By building strong programs, scalable systems, and trusted partnerships across the organization, HR enables teams to do their best work. Our impact is felt in every part of the business—driving growth, strengthening alignment, and shaping a workplace where people love to contribute The Director of Talent Acquisition Enablement & Operations is responsible for redefining how recruiting work is executed by operationalizing modern systems, automation, and AI at scale. This role exists to challenge legacy recruiting assumptions, remove low-value human work, and design technology-enabled workflows that materially improve speed, quality, and signal clarity. Rather than preserving traditional recruiting practices, this leader focuses on replacing outdated ways of working with scalable, data-informed alternatives. Partnering closely with TA leadership, recruiters, and technology providers, the Director translates strategic intent into new operating behaviors—often requiring experimentation, iteration, and discomfort before adoption. This is an execution and enablement leadership role for someone who has already lived at the edge of recruiting innovation and is motivated by building what comes next, not just optimizing what already exists. Responsibilities: Enablement & Operating Model Execution • Execute the Talent Acquisition strategy and operating model defined by TA leadership by designing new workflows, not reinforcing old ones • Identify recruiting practices that persist due to habit rather than value and lead their replacement through technology and automation • Translate strategic direction into scalable systems, processes, and decision frameworks • Design recruiting workflows that intentionally reduce human intervention where signal quality supports automation Recruiting Technology & Innovation Leadership • Own day-to-day enterprise relationships with recruiting technology partners including Ashby, LinkedIn, Humanly, Jove, and emerging platforms • Push vendors beyond default configurations to support evolving recruiting models • Lead experimentation, pilots, and iterative adoption of new features and capabilities • Partner with vendors to improve how candidate signals are surfaced earlier and used more effectively Automation, AI & Signal Design • Lead the application of AI and automation to replace repetitive recruiter tasks and improve screening and prioritization • Establish clear principles for what should be automated, AI-assisted, or human-led • Continuously test, refine, and evolve signal models as hiring needs change Change Leadership Through Enablement • Lead change through system design and enablement rather than mandate • Accept and manage short-term resistance in service of long-term improvement • Partner with recruiters to validate outcomes, not preserve preferences • Balance speed, adoption, and trust while maintaining forward momentum Enablement Artifacts, Insights & Communication • Build workflow architectures, playbooks, operating guides, and training materials • Develop executive-ready updates on progress, risks, and tradeoffs • Surface insights to TA leadership to inform ongoing strategy decisions Skills, Experience and Qualifications: • Senior-level experience in TA enablement, recruiting systems, recruiting operations, or TA transformation roles • Hands-on experience with Ashby ATS (or Greenhouse) • Demonstrated success implementing AI and automation in recruiting environments • Track record of modernizing recruiting practices • Strong systems-thinking and workflow design capabilities • Comfort driving change without positional authority #LI-DM1 #LI-REMOTE EOE/M-F/D/V 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. EOE M/F/D/V

The HR team is the cultural and operational backbone of the company, ensuring that people, processes, and performance move in sync. We attract, develop, and support exceptional talent while fostering an inclusive, engaging environment where every employee can thrive. By building strong programs, scalable systems, and trusted partnerships across the organization, HR enables teams to do their best work. Our impact is felt in every part of the business—driving growth, strengthening alignment, and shaping a workplace where people love to contribute The Director, HR Business Partner serves Regional, National and Enterprise leadership as a strategic partner to design and implement talent strategies that enable business success and prepare Mariner talent to achieve our Missions. This role provides critical input into the design of culture and engagement strategies to ensure a high-performance culture and positive work environment that will retain, reward, and develop talent. This role also challenges, coaches, and develops executives and business leaders. It drives business priorities and collaborates with HR functions and business leaders to influence the design and implementation of HR programs and initiatives, acting as a feedback channel to the HR organization in the design, execution, and delivery of programs and policies. This role is a key partner in establishing the long-range HR strategies and practices. The role is jointly accountable with executive partners for organizational performance. Drive high-impact People solutions - Develop and implement comprehensive HR strategies that align with the company’s business objectives and drive organizational performance. - Partner with senior leadership to identify and address people related challenges and opportunities. - Analyze performance data to identify trends and areas for improvement and implement corrective actions as needed. - Lead HR initiatives related to organizational change including workforce planning and restructurings. - Act as strategic partner in the planning, development, and implementation of various HR strategies and programs, such as succession planning, talent management, diversity initiatives, performance management, corporate policies and employee relations programs. - Utilize competitive benchmarking and HR analytics to improve performance and present data-driven insights and recommendations to enable corporate level decision-making. - Identify and help to mitigate risk along with legal counsel and organizational leaders. - Oversee effective development and delivery of performance management and talent planning, and organizational development and effectiveness offerings to support key business priorities and talent imperatives for leaders and teams. - Oversee enterprise-level initiatives supporting culture enhancement, listening strategies, team and organizational efficiency and organizational design. - Drive alignment of programs and policies across the company, organizations and regions. The Director, HR Business Partner position is best suited for an individual with a strong business partner background and experience developing and executing strategic initiatives and routine processes in support of our associate-focused culture. Required Qualifications - 10+ years of experience in an HR business partner role, 5+ of those at a Manager level or higher, supporting business groups with associates in multiple US locations in an organization of 1500+ associates. - Minimum Bachelor’s degree in human resources, business or related field; professional HR certification preferred - Financial services industry experience strongly preferred, specifically wealth or asset management. - Demonstrated success building trusting partnerships with internal leaders and associates; must bring an unwavering commitment to client service - Experience consulting with and coaching business leaders - Strong written and verbal communication, presentation and facilitation skills - Strong aptitude to leverage technology tools and applications - In-depth, hands-on experience in the following HR disciplines: associate relations and retention, HR laws and regulatory requirements, training and development, performance management, culture and engagement. Understanding of benefits, payroll administration, and compensation planning and administration is required. - Comfort operating in a fast-paced, rapidly changing environment with the ability to navigate through rapid growth. #LI-DM1 #LI-REMOTE EOE/M-F/D/V 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. EOE M/F/D/V

The HR team is the cultural and operational backbone of the company, ensuring that people, processes, and performance move in sync. We attract, develop, and support exceptional talent while fostering an inclusive, engaging environment where every employee can thrive. By building strong programs, scalable systems, and trusted partnerships across the organization, HR enables teams to do their best work. Our impact is felt in every part of the business—driving growth, strengthening alignment, and shaping a workplace where people love to contribute. The Senior Analyst, Incentive Compensation is responsible for the technical administration, calculation, and optimization of the firm’s third-party compensation programs. This role is highly data- and systems-driven, partnering closely with business leaders, Legal, Accounting, and Technology to ensure third-party compensation is calculated accurately, supported by contract terms, scalable within compensation systems, and auditable. Candidates who enjoy complex data structures, system configuration, and solving ambiguous compensation scenarios will thrive in this role. POSITION RESPONSIBILITIES: Third-Party Compensation Administration • Support the calculation, administration, and payment of third-party (3P) compensation programs • Interpret complex contract terms and operationalize them into scalable compensation logic • Partner with Legal and business stakeholders to implement new or amended agreements • Ensure consistent treatment across third-party populations, including legacy arrangements Data, Systems, and Analysis • Source, reconcile, and validate large volumes of data from CRM, billing, custody, and accounting systems • Configure, maintain, and enhance compensation system logic to support 3P programs • Validate compensation results, identify risks and recommend scalable technical solutions • Support audits and inquiries related to third-party compensation calculations and payments Partnership & Process Improvement • Partner with Accounting, Legal, Compliance, Technology, and business teams to ensure accurate and timely payments • Serve as a technical escalation point for complex 3P compensation scenarios • Identify opportunities to standardize and automate third-party compensation processes • Build and maintain detailed documentation for compensation logic, data sources, and system workflows • Support system enhancements, migrations, and future-state design related to 3P compensation • Contribute to training and enablement materials for internal teams supporting third-parties REQUIREMENTS: • Bachelor’s degree in business, math/accountancy, data science, or related field, preferred • 3–5+years of experience in incentive compensation, accounting, finance, or data-insights roles • Experience administering variable or 3P compensation programs in a service industry, preferred • Understanding of revenue sources, financial reporting, and contract-driven compensation structures • Strong analytical skills with high attention to detail and accuracy • Strong communication and interpersonal skills, with ability to explain calculations and outcomes to stakeholders • Critical thinking and resourceful problem-solving abilities • Advanced MS Excel capabilities • Experience with compensation/commission systems or technology (e.g., Oracle, Xactly), preferred • Experience with data transformation, ETL, or visualization tools (e.g., Alteryx), preferred • Basic understanding of programming languages such as SQL and desire to advance technical skills • High aptitude to leverage technology solutions and improve processes #LI-DM1 #LI-REMOTE EOE M/F/D/V 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. EOE M/F/D/V

The Compliance team at Mariner helps develop the framework through which regulatory requirements are applied across the firm, including policies, training, and operational processes. Working collaboratively with teams across the organization, Compliance promotes consistency and clarity in how regulatory expectations are incorporated into day-to-day operations The Licensing Associate at Mariner plays a key role in supporting the firm’s advisors and affiliates by ensuring accurate, timely, and compliant securities registrations and investment advisor licensing. This position is ideal for a detail-oriented professional who thrives in a fast-paced, business-focused environment and is passionate about delivering exceptional service to advisors through accountability and operational excellence. Responsibilities - Lead registered individuals through the onboarding process, including FINRA CRD pre-registration profiles, compliance questionnaires, and coordination of advisor exams, registrations, and required filings (U4/U5 and amendments). - Maintain accurate and up-to-date licensing, registration, and associated person records across internal and external systems, ensuring consistency with regulatory requirements and internal due diligence standards. - Review and analyze outside business activity requests, disclosures, business cards, letterhead, and IAR ADV 2B documents to identify potential conflicts and support regulatory compliance. - Support Regulatory Element, state IAR continuing education requirements, and annual registration renewals to ensure licenses and registrations remain active and in good standing. - Process branch registrations, changes, and terminations; assist with regulatory inquiries, examinations, and data requests; and coordinate the collection and preparation of required disclosure documentation. - Assist in developing and updating procedures, checklists, and automated workflows to enhance efficiency, manage assigned special projects and escalations, and stay current on regulatory initiatives that may impact policies or procedures. Qualifications - 2 plus years of licensing experience in a financial services company - Series 65 preferred Skills - Demonstrated understanding of FINRA, SEC, and state regulatory requirements related to licensing and registrations. - Highly organized with strong attention to accuracy and the ability to manage multiple priorities simultaneously. - Professional written and verbal communication skills with a collaborative, team-oriented approach. - Strong analytical thinking and creative problem-solving abilities in a fast-paced, multi-dimensional environment. #LI-ML1 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. EOE M/F/D/V

The Strategy Only Team supports clients nationwide by providing access to investment-only advice, without requiring a full wealth management engagement. The team delivers institutional-quality portfolios, custom asset allocation, and investment oversight while focusing on client relationships and ongoing guidance. The team leverages enterprise portfolio management, ensuring consistency, discipline, and scalability across investment-only relationships. As a result of significant growth, we are hiring a Client Advisor to join Mariner. The Client Advisor will manage client relationships supported by Mariner’s extensive referral programs. The Client Advisor is responsible for providing financial guidance to clients and assistance to our referral partners. Responsibilities - Serve as the primary point of contact for client relationships, managing day-to-day communication and leading regular client meetings to address needs and provide updates. - Maintain and grow existing client relationships by proactively resolving issues, identifying service improvements, and ensuring a high level of client satisfaction and retention. - Prepare and deliver customized portfolio and performance reports, including quarterly billing and performance reporting approvals. - Research and resolve technical or account-related issues, leveraging internal systems and collaborating with internal teams to ensure accurate client information and reporting. - Partner closely with portfolio managers and cross-functional departments to coordinate client servicing, reporting accuracy, and portfolio communication. - Support business development efforts by identifying growth opportunities, collaborating with business development teams on client acquisition, and maintaining relationships with external referral partners. Qualifications - 3+ years of prior experience working in financial services, preferably in an Advisor/Financial Consultant or like role - Bachelor’s degree in business, finance or another related field is preferred. - Series 65 or 7/66 Skills and Knowledge - Sales support experience preferred - Strong understanding of the financial services industry and financial consulting responsibilities - Knowledge of Wealth Management including fee-based consulting, mutual funds, money manager programs, insurance, annuities, and financial planning is a plus - A positive attitude and high energy level - Ability to handle multiple tasks and priorities - Demonstrated presentation, analytical, interpersonal, relationship management, written, and verbal skills #LI-ML1 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. EOE M/F/D/V