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Mariner · 3 days ago

Senior Wealth Consultant - CPA Alliance

United States

Full-time

Hybrid

Senior Level

7+ years exp

Mariner is a top-ranked, national wealth advisory firm seeking a Senior Wealth Consultant to support and grow their CPA Alliance Program. The role focuses on managing CPA partnerships, increasing engagement, and ensuring successful collaboration to deliver a high-quality client experience.

ConsultingFinancial ServicesRisk Management

Comp. & Benefits

Responsibilities

Serve as the primary relationship manager for a defined group of existing CPA alliance partners

Build and maintain trusted relationships with CPA firm leadership and key referral partners

Act as a consistent, senior presence for CPA firms to ensure alignment, responsiveness, and follow-through

Identify opportunities to strengthen engagement and improve alliance effectiveness over time

Support the activation of existing CPA alliances by facilitating introductions, joint meetings, and coordinated client engagement

Manage and progress inbound and alliance-generated referral opportunities

Partner with Senior Wealth Advisors to ensure referrals are properly scoped, positioned, and transitioned

Focus on conversion, quality, and consistency of referrals

Collaborate closely with senior wealth advisors, tax professionals, and operations teams to ensure a seamless client experience

Participate in joint client and CPA meetings to support planning discussions and relationship continuity

Communicate CPA partner expectations and client needs clearly to internal teams

Support CPA partners with ongoing education, updates, and resources related to Mariner’s services

Represent Mariner at CPA firm meetings, internal partner events, and select industry functions

Provide structured feedback to CPA Alliance leadership on partner engagement, obstacles, and growth opportunities

Maintain accurate documentation of alliance activity, referrals, and pipeline progress in Salesforce

Monitor referral trends and engagement metrics across assigned alliances

Share insights and recommendations with CPA Alliance leadership to support program optimization

Qualification

CFP®CPASeries 65Wealth management experienceReferral-based partnershipsRelationship managementConsultative communicationOrganizational skillsTeam-oriented mindset