Director, Wealth Strategy

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in‑house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many.

With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at  Mariner is committed to, and maintains, a drug‑free workplace.

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As a Director, Wealth Strategy, you will be a part of a team serving as a specialized resource for Mariner advisors across the firm serving ultra‑high‑net‑worth clients. The wealth strategy team works closely with prospects and current clients to provide tailored and customized solutions which include wealth preservation strategies, legacy and philanthropic planning and pre‑ and post‑sale liquidity strategies. The team also serves as a thought partner for Mariner advisors and their clients, providing timely thought leadership and developing a library of material on estate planning, tax and related topics of interest to ultra‑high‑net‑worth families.

The successful Director, Wealth Strategy will be an advanced planning enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

• Partner with Advisors to deliver comprehensive tax planning across estate, charitable, and business succession needs and provide sophisticated planning and holistic strategy solutions for ultra‑high‑net‑worth clients.
• Actively assist Senior Wealth Consultants and Advisors in demonstrating the value of working with Mariner to bring on new clients, assist in consolidating outside assets from current clients and provide solutions for substantial liquidity events.
• Assist with comprehensive wealth assessments by reviewing financial plans and models, and review of wills, trusts and other planning related documents and income tax returns to assist with serving high‑net‑worth clients and prospects.
• Develop and present estate and tax strategy to groups of prospective clients designed to educate families and demonstrate the value of planning through Mariner.
• Create thought leadership and whitepapers by providing expertise and guidance on complex financial and estate planning topics.
• Conduct research of technical matters for complex tax and planning needs and updates to regulations.
• Commitment to continuing education and staying abreast of significant changes or developments in trust, estate/wealth transfer, tax and financial planning legislation.

Qualifications

• 10+ years’ experience working directly with clients on trust, tax and personal financial planning matters.
• Understanding of complex investments, tax, generational trust and estate planning.
• J.D. or CPA strongly preferred.

Skills and Knowledge

• Experience providing client‑centric wealth preservation strategies to high‑net‑worth clients and business owners.
• Strong research capabilities related to technical matters for complex planning and tax needs and updates to regulations
• Highly effective interpersonal, relationship management and communication skills
• Excellent organizational and time management skills in a high energy culture to manage multiple priorities in a time‑sensitive environment
• Strong attention to detail
• Business travel required

Mariner Wealth Advisors is a top‑ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.

Wewelcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.…