Teams at Mariner Wealth Advisors

Provides security architecture and enablement across SaaS platforms, APIs, custom applications, data integrations, cloud environments, and AI workflows. Partners with product, engineering, data, architecture, identity, infrastructure, enterprise, and procurement teams to conduct threat reviews, develop secure-by-design patterns, assess vendors, implement guardrails, and manage risks. Translates security requirements into practical solutions, supports enterprise data strategy and M&A integration, and mentors teams as a trusted security advisor.

Manage asset allocation models and equity SMA strategies across client accounts. Monitor portfolio drift, cash needs, allocation tolerances, and investment guidelines; execute rebalancing and new-account implementation; maintain portfolio and account data; oversee UMA and custodial platforms; and improve portfolio management workflows, automation, scalability, and operational processes.

Supports financial advisors serving high-net-worth clients by assisting with onboarding, meeting preparation, client follow-up, account maintenance, financial plan modeling, data entry, and plan deliverables. The intern also helps with research, client service initiatives, business development ideas, and CRM and financial planning system use while developing advisory, communication, and relationship management skills.