
1001 - 5000 employees
💼 Consulting
🛡️ Insurance
💸 Finance
💰 $75M Debt financing on 2022-02
Consulting • Insurance • Finance
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.
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1001 - 5000 employees
💼 Consulting
🛡️ Insurance
💸 Finance
💰 $75M Debt financing on 2022-02
Consulting • Insurance • Finance
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.
• Champion and build the Cyber GRC function from vision through execution • Create and optimize cybersecurity policies and implement control frameworks including NIST CSF 2.0, CIS Controls v8, and ISO 27001 • Conduct compliance monitoring and maintain audit readiness for SEC, FINRA, NYDFS, and other state regulations • Lead the third-party vendor risk management program across the vendor lifecycle • Conduct vendor security assessments and establish rigorous contract requirements • Partner with procurement and AI review teams on integrated risk management • Design, mature, and execute security awareness and training programs • Develop role-based curricula, phishing simulations, and culture-building initiatives • Spearhead AI governance within cybersecurity, including acceptable-use policies, use-case risk tiering, and oversight of third-party AI tools • Establish cyber risk management capabilities with quantified reporting and dashboards • Provide CISO-level and board-level reporting on cyber posture and risk • Advise Security Architecture & Engineering, Monitoring & Response, Legal, and IT governance teams • Integrate GRC into strategic planning, M&A due diligence, product launches, and change management • Represent Mariner in engagements with regulators, auditors, and third-party assessors • Manage regulatory examinations and responses in partnership with the CISO
• 10–12 years’ progressive experience in cybersecurity and risk management • Proven leadership of GRC, compliance, or vendor risk teams • Demonstrated success building and evolving security governance programs • Financial services background strongly preferred • Expertise in highly regulated sectors and examination processes, including banking, insurance, or capital markets • Ability to address wealth management-specific requirements involving SEC, FINRA, and NYDFS • Hands-on experience transforming technology risk, security assurance, or compliance programs • Experience integrating risk management into business operations • Data-driven approach to cybersecurity metrics, risk quantification, and executive-level reporting • Ability to translate technical risk into actionable business insights • Strong cross-functional leadership, communication, and influence skills • Ability to partner across security, IT, legal, finance, and business teams • Preferred certifications: CISM, CRISC, CISA, CGEIT, CISSP, or equivalent • Legally authorized to work in the United States
• Progressive opportunities and professional growth support • Innovative workplace • Camaraderie and teamwork culture • Work-life balance • Diverse culture with support for career goals • Executive support and autonomy to create scalable, impactful programs • Opportunities to continuously develop expertise • Opportunity to lead transformation initiatives • Equal employment opportunities
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