Teams at Mariner Wealth Advisors

Evaluates public-markets investment managers and strategies, conducts due diligence, maintains recommended strategy focus lists, and presents findings to investment committees. Supports advisor education, manager searches, client onboarding, RFPs, asset-class reviews, tactical opportunities, and new business presentations. The role also involves client meetings, conference participation, peer reviews, mentoring research associates, and developing investment recommendations and educational materials.

Leads investment strategy by partnering with advisors on allocation planning, investment proposals, portfolio construction, and client consultations. Develops customized investment tools, analytics, messaging, and collateral across asset classes and business units. Represents the firm with affluent and ultra-high-net-worth clients, coordinates internal investment functions, mentors strategists, and drives consistent, client-focused investment guidance and business growth.

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.