Teams at Mariner Wealth Advisors

The Client Relationship Manager manages UHNW client relationships, overseeing financial needs, cash management, and coordinating multiple entities while ensuring timely execution and accuracy of requests.

Lead development and execution of advanced wealth planning strategies, advising advisors on estate, tax, philanthropic and legacy planning. Design scalable training, collaborate with leadership to identify trends and platform opportunities, streamline processes, and serve as primary advanced-planning resource to enhance advisor effectiveness and client outcomes.

Lead advisor growth and engagement by guiding advisors on Mariners platform, designing growth roadmaps, coordinating coaching and experience teams, identifying market opportunities, and driving adoption of best practices to improve advisor and client outcomes.