Mariner Wealth Advisors

Compensation

Full Description

The Product Manager, Investments & Trading is responsible for shaping the strategy, roadmap, and execution of the firm’s core investment technology ecosystem. Serving as the central connector between the investment team, cross-functional business partners, and field partners, this role drives the evolution of platforms that power efficiency, transparency, and scalable growth across the organization. With a blend of technical fluency and user-centric insight, this role owns the product backlog, guides sprint planning, and ensures delivery of solutions that align tightly with firmwide priorities. The Product Manager champions continuous improvement—leveraging AI, automation, and industry-leading tools—while nurturing strong relationships with internal teams and external strategic partners. Success in this role requires strategic thinking, hands-on execution, and a passion for crafting platforms and workflows that elevate the advisor experience and advance the firm’s investment capabilities. Responsibilities Define, maintain, and evolve the investment product roadmap, ensuring alignment with firm strategy while emphasizing usability, scalability, and long-term growth. Collaborate with advisor teams, operations, client service, incentive compensation, technology, and support teams to identify opportunities, gather requirements, and prioritize enhancements. Lead continuous improvement initiatives by proposing workflow enhancements, automation, and AI-driven capabilities that increase efficiency, adoption, and advisor experience. Own and prioritize the investment development backlog, translating business needs into clear user stories, acceptance criteria, and actionable requirements. Facilitate sprint planning, refinement, and prioritization sessions in partnership with engineering and leadership to ensure consistent execution and on-time delivery. Work cross-functionally to design and implement workflows across investment platforms and custodians, ensuring seamless integration for Wealth teams. Act as the primary liaison between stakeholders and technical teams, translating complex business needs into scalable, technical solutions. Serve as relationship manager for key platform partners (e.g., Orion, Charles River, CAIS, InvestorTools), coordinating roadmap alignment, integrations, and enhancements. Support testing, user acceptance, training, and rollout communications; monitor adoption and performance through KPIs and user feedback to inform future enhancements. Requirements 5 years of experience in platform/product management or investment operations with a focus Familiarity with investment providers (e.g. Orion, BlackDiamond, Blaze, Charles River, CAIS, Order Management, Cash Management, TAMPs, etc.) Bachelor’s degree 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 #LI-ML1 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.