Director, Wealth Strategy jobs in United States
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Mariner · 1 day ago

Director, Wealth Strategy

position5700 W. 112th St., Overland Park, KS, 66211, US
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$200K/yr - $300K/yr
date10+ years exp

Mariner is a top-ranked, national wealth advisory firm dedicated to putting clients first. As a Director of Wealth Strategy, you will serve ultra-high-net-worth clients by providing customized wealth preservation and planning strategies while collaborating closely with Mariner advisors.

ConsultingFinancial ServicesRisk Management
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Comp. & Benefits
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H1B Sponsor Likelynote

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

Qualification

Wealth preservation strategiesTax planningEstate planningClient relationship managementResearch capabilitiesInterpersonal skillsOrganizational skillsAttention to detail

Required

Bachelor's degree required
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

Preferred

J.D. or CPA strongly preferred

Benefits

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.

Company

Mariner

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Your wealth plan shouldn’t sit still. Neither do we.
dateFounded in 2006
location
Leawood, Kansas, USA
people-size1001-5000 employees
web-link
http://www.marinerwealthadvisors.com/

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 Stage
Total Funding
$75M
Key Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M

Leadership Team

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Marty Bicknell
Founder & CEO
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F
Faith Xenos
Director and Senior Wealth Advisor
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