Mariner · 1 month ago
Wealth Strategist, Practice Management
United States
Full-time
Remote
Senior Level
5+ years expMariner is a top-ranked RIA firm looking for a Wealth Strategist to join their Practice Management team. The role involves providing training and support to advisors on investment strategies and advanced planning, while managing external relationships and enhancing advisor knowledge in wealth management.
ConsultingFinancial ServicesRisk Management
Responsibilities
Support advisors on planning and investment cases by applying knowledge of Mariner’s diverse investment strategies, products, and processes
Be the primary manager of external relationships and partnerships, including Medicare, lending, cash management, P&C insurance, etc
Support Practice Management’s training and development of wealth advisors by developing a standardized approach for providing planning & investment advice
Develop and deliver future training content to enhance advisors’ understanding of strategies, tools, and best practices
Enhance advisor knowledge of derivatives, alternative investments, and structured notes to better support recurring client conversations around investment strategy, concentrated position management, and portfolio de-risking
Leverage familiarity with Nitrogen/Riskalyze to help advisors interpret risk data, integrate it into client recommendations, and improve planning conversations
Provide high net worth client case support by helping advisors model planning scenarios in eMoney
Qualification
Required
Minimum 5 years' experience in financial services, wealth management
At least one of the following is required: CFA or CFP®
Intellectual curiosity; Demonstrate a passion for ongoing learning
Openness to new ideas and new ways of doing things
Excellent written and verbal communication
Detail-oriented with the ability to multi-task and meet deadlines
Ability to change direction quickly while remaining focused and productive
Collaborative: willingness and desire to work across organizational silos
Demonstrated expertise in providing solutions to high net worth clients
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
H1B Sponsorship
Mariner has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder & CEO
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Investment News
2026-01-21
Morningstar.com
2025-08-26
2025-05-02
Company data provided by crunchbase