Teams at Mariner Wealth Advisors

Lead and advance the enterprise-wide compliance program, set strategic vision, oversee policies, monitoring, testing, training, exams, and investigations. Serve as CCO for entities, partner with business and legal teams, drive technology-enabled transformation, mentor leaders, and ensure regulatory alignment across the firm.

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 organic growth go-to-market strategy, alliances, and partner channels to drive pipeline and revenue. Design end-to-end client journeys, coordinate content and campaigns, enable sales/partners, and measure ROI with analytics. Own events/sponsorships, corporate partnership programs, and scalable channel activations to expand reach and improve conversion outcomes.