Teams at Mariner Wealth Advisors

Conduct due diligence and evaluate public markets asset classes, maintain a focus list of recommended strategies, present recommendations to the Enterprise Investment Policy Committee, support advisors with manager searches and client meetings, produce research deliverables and educational materials, lead RFPs for large relationships, mentor associates, and support onboarding, conferences, and special projects.

Leads the design, delivery, and scaling of Motivational Interviewing-based Client Centered Communication training. Facilitates training for financial professionals, provides individual coaching, develops AI-supported transcript evaluation, establishes scoring standards, analyzes performance data, coordinates certification alignment, and supervises a CCC Instructor. The role partners with business leaders to embed communication competencies across the organization and strengthen advisor-client trust and engagement.

Serve as the Financial Services Cloud solution architect and lead developer: design data models and integrations, build Apex and LWC solutions, enforce development standards, manage org health and releases, collaborate with MuleSoft/Agentforce teams, and mentor developers to meet compliance, performance, and scalability needs.