Director, Advisor Growth and Engagement

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🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $150k - $250k / year

⏰ Full Time

🔴 Lead

📈 Growth Marketing

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Guide advisors through Mariner’s platform, connecting them with subject matter experts and tailored solutions that accelerate business growth and operational efficiency. • Collaborate with advisors to design, implement, and measure progress on growth roadmaps, providing accountability to key milestones and measurable outcomes. • Bridge advisory teams with the Advisor Coaching and Advisor Experience teams, ensuring advisors receive cohesive, high-impact support across all development channels. • Serve as the primary point of contact within each advisory team, proactively identifying competitive threats, spotting new trends, and surfacing opportunities for expansion. • Recommend, implement, and support the adoption of best practices and strategies that streamline operations, enhance client engagement, and unlock additional revenue potential.

🎯 Requirements

• Bachelor’s degree required • Minimum of 7 years of experience in financial services, wealth management, advisor coaching, consulting, or practice management • CFP®, or similar industry designation

🏖️ Benefits

• We believe in giving associates progressive opportunities • Actively nurturing professional growth • Giving back to the community • Building a diverse culture where everyone has support to achieve career goals • Innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance