Mariner Wealth Advisors

Lead technical execution, data governance, and infrastructure management for digital marketing campaigns, ensuring data quality and process efficiency. | Extensive experience (8+ years) in ad operations, marketing technology, and data flow management, with strong technical troubleshooting skills and familiarity with platforms like GTM, GA4, Salesforce, and server-side tagging. | Essential Duties and Responsibilities: Ad Operations & Execution · Partner with agency teams to lead technical execution, ensuring accuracy of account structures, trafficking and tracking templates, parameters, platform setup, website tagging and pixel deployment, QA, troubleshooting, and performance validation · Ensure platform events, conversions, and signals fire correctly and align with expected behavior · Ensure flawless technical execution across digital channels, including programmatic display and video, social, OTT/CTV, and emerging paid platforms · Serve as the primary technical escalation point for diagnosing and resolving tagging issues, signal loss, and platform setup challenges · Lead implementation of modern signal-quality solutions (e.g., CAPI, server-side tagging, enhanced conversions, event deduplication) to mitigate tracking loss Data & Process Governance · Establish, document, and enforce Mariner’s taxonomy, tagging standards, and data hygiene rules · Build and maintain integrations between ad platforms and CRM systems (e.g., Salesforce) to enable accurate end-to-end tracking, including funnel-stage alignment and attribution via hidden fields · Partner with Legal and Compliance to ensure all tracking, pixels, and APIs adhere to Mariner’s privacy policy, consent framework, and data minimization principles · Design tagging and tracking architectures that support future MMM, MTA, and incrementality testing frameworks MarTech Infrastructure Management & Implementation · Deploy and manage platform tracking, including pixels, conversions, audiences, and APIs · Partner with IT and Analytics teams to streamline workflows, automate data ingestion, and reduce manual QA · Lead the roadmap for marketing operations enhancements · Own marketing data layer requirements (event definitions, metadata, and naming conventions) and partner with Web and IT teams to implement and maintain a scalable data layer Cross-Functional Partnership & Vendor Management · Provide technical requirements and QA oversight for new landing pages, website updates, and Mariner.com tagging enhancements · Define technical requirements for creative, media, and landing pages to ensure campaigns are built on strong technical foundations · Define marketing data requirements for automation and ingestion, partnering with Enterprise Data Engineering teams to build and maintain data pipelines Training & Documentation · Build and maintain centralized technical documentation, including taxonomies, tagging schemas, data layer guides, QA checklists, troubleshooting playbooks, and governance guidelines · Conduct training sessions for internal teams and agency partners on technical best practices · Pilot new tools and technologies with a focus on improving efficiency and effectiveness Required Education and Experience: · Bachelor’s degree in Marketing, Information Systems, Data Science, Computer Science, or a related field · 8+ years of experience in ad operations, marketing technology, or digital marketing operations · Expertise in ad-serving tools, tag management systems, and marketing automation platforms · Demonstrated understanding of how data moves across systems (e.g., CRM to ad platforms to analytics tools) · Strong understanding of UX/CX best practices for tag implementation, including data layers, GTM, and hidden fields · Strong technical troubleshooting skills and ability to guide non-technical stakeholders · Proven track record of improving operational efficiency and data quality Preferred Education and Experience: · Experience in financial services, wealth management, or other regulated industries · Certifications in Salesforce, Google Ads, Google Analytics, Meta Ads, LinkedIn Ads, or similar platforms · Experience supporting analytics teams with MMM/MTA readiness and signal-quality improvements Skills: · Expert understanding of ad operations, including trafficking, tagging, pixel management, conversion tracking, and QA workflows · Deep familiarity with the data flow lifecycle across paid platforms, tag managers, analytics tools, and CRM systems · Technical fluency with platforms such as GTM, GA4, Salesforce (Marketing Cloud and CRM), Meta Pixels, LinkedIn Insight Tags, Google tags, and Microsoft UET tags · Experience implementing or partnering on server-side tagging, conversion APIs, event-based measurement, identity resolution, and marketing data governance · Ability to translate technical complexity into clear, actionable guidance for marketers and agency partners · Strong organizational and documentation skills with the ability to build repeatable, scalable processes · Analytical mindset with comfort diagnosing data discrepancies, signal loss, and performance drop-offs · Clear communicator who can build alignment across technical, creative, and media team Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $120,000.00/year to $170,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-JS1 #LI-REMOTE EOE/M-F/D/V 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 www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here. Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.

Support talent acquisition and HR operations, improve workflows, and ensure compliance. | 7+ years of HR and recruiting operations experience, HRIS proficiency, and supporting hiring processes. | About the Role: The Director of Talent Acquisition Enablement & Operations is responsible for redefining how recruiting work is executed by operationalizing modern systems, automation, and AI at scale. This role exists to challenge legacy recruiting assumptions, remove low-value human work, and design technology-enabled workflows that materially improve speed, quality, and signal clarity. Rather than preserving traditional recruiting practices, this leader focuses on replacing outdated ways of working with scalable, data-informed alternatives. Partnering closely with TA leadership, recruiters, and technology providers, the Director translates strategic intent into new operating behaviors—often requiring experimentation, iteration, and discomfort before adoption. This is an execution and enablement leadership role for someone who has already lived at the edge of recruiting innovation and is motivated by building what comes next, not just optimizing what already exists. Key Outcomes: • Elimination of low-signal, manual recruiting work through automation and system design • Measurable increases in recruiter capacity • Adoption of new recruiting behaviors enabled by systems, not enforced by policy • Tangible progress toward next-generation recruiting models defined by TA leadership Responsibilities: Enablement & Operating Model Execution • Execute the Talent Acquisition strategy and operating model defined by TA leadership by designing new workflows, not reinforcing old ones • Identify recruiting practices that persist due to habit rather than value and lead their replacement through technology and automation • Translate strategic direction into scalable systems, processes, and decision frameworks • Design recruiting workflows that intentionally reduce human intervention where signal quality supports automation Recruiting Technology & Innovation Leadership • Own day-to-day enterprise relationships with recruiting technology partners including Ashby, LinkedIn, Humanly, Jove, and emerging platforms • Push vendors beyond default configurations to support evolving recruiting models • Lead experimentation, pilots, and iterative adoption of new features and capabilities • Partner with vendors to improve how candidate signals are surfaced earlier and used more effectively Automation, AI & Signal Design • Lead the application of AI and automation to replace repetitive recruiter tasks and improve screening and prioritization • Establish clear principles for what should be automated, AI-assisted, or human-led • Continuously test, refine, and evolve signal models as hiring needs change Change Leadership Through Enablement • Lead change through system design and enablement rather than mandate • Accept and manage short-term resistance in service of long-term improvement • Partner with recruiters to validate outcomes, not preserve preferences • Balance speed, adoption, and trust while maintaining forward momentum Enablement Artifacts, Insights & Communication • Build workflow architectures, playbooks, operating guides, and training materials • Develop executive-ready updates on progress, risks, and tradeoffs • Surface insights to TA leadership to inform ongoing strategy decisions Skills, Experience and Qualifications: Required: • Senior-level experience in TA enablement, recruiting systems, recruiting operations, or TA transformation roles • Hands-on experience with Ashby ATS (or Greenhouse) • Demonstrated success implementing AI and automation in recruiting environments • Track record of modernizing recruiting practices • Strong systems-thinking and workflow design capabilities • Comfort driving change without positional authority Strongly Preferred • Experience with AI-driven screening or assessment platforms (e.g., Humanly) • Enterprise-level experience with LinkedIn Recruiter • Experience pushing vendors beyond standard use cases • Background in product, systems, or transformation roles embedded in TA **** We welcome 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. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance. Our compensation reflects the cost of talent across multiple U.S. geographic markets. The base pay for this position across all U.S. geographic markets ranges from $100,000-$125,000. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-DM1 #LI-REMOTE EOE/M-F/D/V

Engaging prospects, qualifying clients, and partnering with advisors to drive sales in wealth management. | 7+ years in financial services sales, Series 65 or CFP, strong CRM skills, and excellent communication. | The Senior Wealth Consultant is responsible for driving new client acquisition for the firm by engaging with leads generated for our wealth management business. This role is focused on the initial outreach, qualification, and discovery with prospective clients, then partnering closely with Advisors to progress opportunities through the sales process and ultimately onboard new wealth management clients. The Senior Wealth Consultant will work closely with internal sales teams and Advisors to ensure seamless lead management and conversion, playing a key role in expanding the firm’s client base and contributing to revenue growth. Key Responsibilities Conduct timely outreach to assigned leads through phone, email, and virtual meetings to initiate client conversations and build interest in the firm’s wealth management services Qualify prospective clients by assessing financial needs, goals, and fit through structured discovery conversations Gather and document detailed client information to support Advisors in advancing opportunities and closing business Partner with Advisors throughout the sales process to ensure continuity, alignment, and a seamless client experience Maintain consistent follow-up and engagement with prospects to move opportunities through the sales pipeline Accurately track lead activity, opportunity status, and pipeline progress within CRM systems Collaborate with marketing and sales teams to follow established lead handling processes and ensure timely handoffs Deliver a professional, consultative experience that reflects the firm’s client-first approach Meet or exceed individual sales activity and conversion targets Provide regular updates on pipeline activity, conversion metrics, and sales outcomes Other duties as assigned Qualifications Bachelor’s degree in business or a related field from an accredited college or university 7+ years of experience in financial services sales or a related client-facing role Series 65 or CFP required Skills and Knowledge Proven success selling to new and existing clients in a consultative sales environment Strong experience managing the full sales cycle, including outreach, qualification, discovery, and handoff Excellent communication and listening skills with the ability to engage prospects at various levels Strong persuasion, negotiation, and problem-solving skills Ability to clearly document opportunities and maintain a healthy, accurate sales pipeline in Salesforce or similar CRM tools High level of organization and follow-through Ability to build rapport quickly and establish trust with prospective clients Comfortable working in a collaborative, team-based sales environment Note: All Senior Wealth Consultants must have a clean U4 with no disclosures. 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. We welcome 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. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. EOE M/F/D/V Our compensation reflects the cost of talent across multiple U.S. geographic markets and is designed to reward strong performance. The base pay for this position across all U.S. geographic markets ranges from $120,000 to $150,000 and represents one component of the total compensation opportunity. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. In addition to base pay, this role is eligible to participate in a performance-driven incentive compensation program that is intended to represent a substantial portion of total compensation. Incentive compensation is governed by the applicable plan terms and awards, if any, are based on multiple factors, including individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-TH1 #LI-Remote 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 www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here. At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

Serve as a strategic advisor to the CIO, leading enterprise-wide IT initiatives, aligning technology with business goals, and managing vendor relationships. | Requires 10+ years of leadership in IT or digital transformation, strong communication skills, experience with enterprise architecture, and budget management. | Mariner is seeking a dynamic, forward-thinking Vice President, Office of the CIO to act as a strategic advisor, enterprise connector, and execution leader during a pivotal phase of digital transformation and modernization. This role partners closely with the Chief Information Officer and IT leadership team to drive organizational clarity, operational rigor, and technology-enabled business performance. The Vice President will serve as a trusted partner and force multiplier to the CIO—shaping priorities, accelerating execution, and ensuring that technology, operations, and business strategy remain tightly aligned across the enterprise. Responsibilities • Act as a strategic proxy to the CIO, anticipating needs, shaping priorities, and enabling high-impact execution across IT and the broader organization • Orchestrate cross-functional collaboration across business units to align technology strategies with enterprise objectives, ensuring prioritization transparency, accountability, and measurable outcomes • Drive executive alignment on key initiatives, enabling faster decision-making and cohesive enterprise execution • Lead the creation of executive-ready communications, including board materials, dashboards, and insights that clearly articulate IT strategy, progress, risks, and value creation • Oversee company-wide IT communications, strengthening transparency and trust with internal and external stakeholders • Manage strategic vendor and partner relationships, ensuring strong performance, innovation, and commercial value • Oversee the IT operating budget, driving financial discipline, forecasting accuracy, cost optimization, and effective resource allocation • Lead enterprise-wide strategic programs and initiatives, ensuring scope alignment, risk mitigation, and consistent delivery against business outcomes • Implement modern delivery practices, governance frameworks, and portfolio management disciplines to enhance execution predictability and operational excellence • Lead multi-year IT strategic planning and technology roadmapping aligned to business strategy, digital modernization goals, and innovation priorities • Evaluate emerging technologies and industry trends to inform strategic investment decisions • Identify operational bottlenecks and organizational friction, designing and implementing process improvements that elevate productivity, service quality, and collaboration • Champion a culture of continuous improvement, data-driven decision-making, and customer-centric IT service delivery Qualifications • Bachelor’s degree required; advanced degree preferred • 10–15+ years of progressive leadership experience in IT, digital transformation, technology strategy, or related roles • Demonstrated experience serving as a strategic advisor, chief of staff, or thought partner to senior executives, ideally within a technology organization Skills and Knowledge • Proven ability to influence, lead, and drive alignment among senior leaders across complex, matrixed organizations • Exceptional executive communication, storytelling, and presentation skills • Strong understanding of IT operations, cybersecurity, enterprise architecture, cloud platforms, and digital modernization principles • Expertise in program and portfolio management, organizational governance, and operational rigor • Experience establishing KPIs, dashboards, and performance insights that drive accountability and results • Strong change management capabilities with the ability to lead through influence and build trust across diverse teams • Solid business and financial acumen, including experience managing IT budgets, evaluating business cases, and optimizing vendor spend and performance • Strategic thinker with a strong execution orientation and ability to translate strategy into measurable outcomes • Comfortable navigating ambiguity, driving clarity, and operating with agility in dynamic environments We welcome 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. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance. Our compensation reflects the cost of talent across multiple U.S. geographic markets. The base pay for this position across all U.S. geographic markets ranges from $215,000-$265,000 . Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-DM1 #LI-REMOTE EOE/M-F/D/V

The job involves leading enterprise-wide IT strategy, communication, and digital modernization initiatives at a senior executive level. | Requires 10-15+ years in IT or digital transformation leadership, with strong strategic, communication, and organizational skills, and experience managing budgets and vendor relationships. | Mariner is seeking a dynamic, forward-thinking Vice President, Office of the CIO to act as a strategic advisor, enterprise connector, and execution leader during a pivotal phase of digital transformation and modernization. This role partners closely with the Chief Information Officer and IT leadership team to drive organizational clarity, operational rigor, and technology-enabled business performance. The Vice President will serve as a trusted partner and force multiplier to the CIO—shaping priorities, accelerating execution, and ensuring that technology, operations, and business strategy remain tightly aligned across the enterprise. Responsibilities Act as a strategic proxy to the CIO, anticipating needs, shaping priorities, and enabling high-impact execution across IT and the broader organization Orchestrate cross-functional collaboration across business units to align technology strategies with enterprise objectives, ensuring prioritization transparency, accountability, and measurable outcomes Drive executive alignment on key initiatives, enabling faster decision-making and cohesive enterprise execution Lead the creation of executive-ready communications, including board materials, dashboards, and insights that clearly articulate IT strategy, progress, risks, and value creation Oversee company-wide IT communications, strengthening transparency and trust with internal and external stakeholders Manage strategic vendor and partner relationships, ensuring strong performance, innovation, and commercial value Oversee the IT operating budget, driving financial discipline, forecasting accuracy, cost optimization, and effective resource allocation Lead enterprise-wide strategic programs and initiatives, ensuring scope alignment, risk mitigation, and consistent delivery against business outcomes Implement modern delivery practices, governance frameworks, and portfolio management disciplines to enhance execution predictability and operational excellence Lead multi-year IT strategic planning and technology roadmapping aligned to business strategy, digital modernization goals, and innovation priorities Evaluate emerging technologies and industry trends to inform strategic investment decisions Identify operational bottlenecks and organizational friction, designing and implementing process improvements that elevate productivity, service quality, and collaboration Champion a culture of continuous improvement, data-driven decision-making, and customer-centric IT service delivery Qualifications Bachelor’s degree required; advanced degree preferred 10–15+ years of progressive leadership experience in IT, digital transformation, technology strategy, or related roles Demonstrated experience serving as a strategic advisor, chief of staff, or thought partner to senior executives, ideally within a technology organization Skills and Knowledge Proven ability to influence, lead, and drive alignment among senior leaders across complex, matrixed organizations Exceptional executive communication, storytelling, and presentation skills Strong understanding of IT operations, cybersecurity, enterprise architecture, cloud platforms, and digital modernization principles Expertise in program and portfolio management, organizational governance, and operational rigor Experience establishing KPIs, dashboards, and performance insights that drive accountability and results Strong change management capabilities with the ability to lead through influence and build trust across diverse teams Solid business and financial acumen, including experience managing IT budgets, evaluating business cases, and optimizing vendor spend and performance Strategic thinker with a strong execution orientation and ability to translate strategy into measurable outcomes Comfortable navigating ambiguity, driving clarity, and operating with agility in dynamic environments We welcome 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. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance. Our compensation reflects the cost of talent across multiple U.S. geographic markets. The base pay for this position across all U.S. geographic markets ranges from $215,000-$265,000. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-DM1 #LI-REMOTE EOE/M-F/D/V 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 www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here. Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.