Director, Wealth Strategy & Advanced Planning
Mariner is seeking an experienced and visionary leader for the role of Director, Wealth Strategy & Advanced Planning. As a vital member of our leadership team, you will drive the development and implementation of sophisticated wealth strategies and advanced planning solutions, supporting the growth and long-term success of both advisors and clients. You will collaborate closely with advisors and executive leadership to enhance Mariner’s holistic wealth management platform, leveraging specialized resources to deliver exceptional client outcomes and enable scalable business growth.
Responsibilities
Serve as the subject matter expert in advanced wealth planning, delivering consultative guidance and tailored solutions that address complex client needs in areas such as estate, tax, philanthropic, and legacy planning. Partner with advisors to design, implement, and monitor customized advanced planning strategies, providing accountability and measuring outcomes. Develop and oversee scalable training and professional development programs focused on advanced planning, communication of complex concepts, and client engagement. Collaborate across teams to identify emerging planning trends, competitive threats, and potential opportunities for platform enhancements and revenue growth. Provide actionable recommendations and support for best practices that streamline internal processes, enhance advisor efficiency, and secure the firm’s position as a wealth strategy leader. Act as a primary resource for advisors in need of advanced planning expertise and thought leadership.
Requirements
Bachelor’s degree required Series 65 or CFP, or other similar industry designations Minimum of 7 years of experience in financial services, wealth management, advanced planning, or a related discipline Demonstrated expertise in estate planning, tax strategies, or similar advanced planning areas Exceptional communication, consultation, and presentation 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. 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