
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.
🔥 20 hours ago
🇺🇸 United States – Remote
💵 $135k - $180k / year
⏰ Full Time
🟠 Senior
📈 Growth Marketing
🦅 H1B Visa Sponsor
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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.
• Drive scalable organic growth by improving the end-to-end prospect journey, engagement, and conversion across digital and advisor-assisted experiences • Own and evolve the prospect journey across digital, marketing, Lead Desk, and advisor-assisted touchpoints • Identify friction points, unmet prospect needs, and engagement opportunities and translate insights into prioritized improvements • Develop personalized outreach, nurturing programs, next-best-action approaches, and AI-enabled journey experiences • Partner with Sales, Marketing, Digital, Product, Operations, and Analytics teams to enhance funnel progression • Execute the organic growth roadmap and create testing and optimization programs for key journey stages • Analyze funnel performance and prospect behavior to identify growth opportunities • Equip Lead Desk, sales, and advisor teams with tools, content, insights, playbooks, and best practices • Partner on CRM, workflow, automation, and AI capabilities for scalable engagement • Drive adoption of new growth capabilities through communication, training, and ongoing optimization • Develop dashboards, reporting, and KPIs for prospect engagement, journey performance, conversion trends, and business impact • Lead cross-functional initiatives and translate priorities into roadmaps, experiments, and measurable outcomes • Influence investments that enhance the prospect journey and conversion • Champion customer-centric experimentation, learning, accountability, and continuous improvement
• Bachelor’s degree in Business, Marketing, Finance, Product Management, or a related field (preferred) • 6+ years of experience in Growth, Customer or Prospect Experience, Product, Sales Enablement, Growth Operations, Revenue Operations, or related fields • Demonstrated success improving customer or prospect journeys, engagement, conversion, and scalable growth initiatives • Experience designing or optimizing cross-channel experiences in marketing, digital, sales, and/or advisor interactions • Effective leadership of cross-functional programs across Sales, Marketing, Digital, Product, Technology, and Operations • Strong analytics, including journey and funnel analysis, KPI development, experimentation, and performance measurement • Experience with CRM platforms, digital solutions, workflow automation, and/or AI-enabled engagement • Proven ability to influence senior leaders, align teams, and turn strategy into execution • Background in financial services, wealth management, fintech, or professional services (preferred) • Knowledge of digital lead generation, customer journey design, personalization, sales enablement platforms, CRM systems, marketing automation, and analytics tools (preferred) • Experience with AI-enabled customer engagement, next-best-action, or personalization features (preferred) • Ability and willingness to travel occasionally as business needs require • Legally authorized to work in the United States
• Bonus eligibility • Progressive career opportunities • Professional growth support • Community involvement opportunities • Work-life balance • Inclusive and innovative workplace • Camaraderie and teamwork culture • Occasional travel as business needs require
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