Mariner
Financial Services
Director,AdvisorGrowthandEngagement
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“Director, Advisor Growth and Engagement at Mariner. Skills: Advisor growth, Advisor engagement. Guide advisors through Mariner’s platform. Connect advisors with subject matter experts”
What You'll Achieve.
Accelerate business growth; Enhance operational efficiency; Enhance advisor experience; Enhance client experience
Industry & Context.
What They're Looking For.
Must Have
Bachelor's degree required, Minimum of 7 years of experience in financial services, wealth management, advisor coaching, consulting, or practice management
Nice to Have
CFP®, or similar industry designation
What You'll Do.
Guide advisors through Mariner’s platform
Connect advisors with subject matter experts
Connect advisors with tailored solutions
Collaborate with advisors to design growth roadmaps
Collaborate with advisors to implement growth roadmaps
Collaborate with advisors to measure growth roadmap progress
Provide accountability to key milestones
Provide accountability to measurable outcomes
Bridge advisory teams with Advisor Coaching
Bridge advisory teams with Advisor Experience
Serve as primary point of contact
Identify competitive threats
Surface opportunities for expansion
Recommend best practices
Implement best practices
Support adoption of best practices
Streamline operations
Enhance client engagement
Unlock additional revenue potential
How You'll Work.
Team & Collaboration
Advisor Coaching team; Advisor Experience teams; Executive leadership
Process & Methodology
Roadmap planning
Full Job Description
Mariner is seeking a dynamic and strategic leader for the role of Director, Advisor Growth and Engagement. This individual will drive the growth, development, and long-term success of advisors within our organization. Working closely with both advisors and executive leadership, you will enable greater business scalability and enhance both the advisor and client experience through the full utilization of Mariner’s comprehensive platforms and solutions. RESPONSIBILITIES - Guide advisors through Mariner’s platform, connecting them with subject matter experts and tailored solutions that accelerate business growth and operational efficiency. - Collaborate with advisors to design, implement, and measure progress on growth roadmaps, providing accountability to key milestones and measurable outcomes. - Bridge advisory teams with the Advisor Coaching and Advisor Experience teams, ensuring advisors receive cohesive, high-impact support across all development channels. - Serve as the primary point of contact within each advisory team, proactively identifying competitive threats, spotting new trends, and surfacing opportunities for expansion. - Recommend, implement, and support the adoption of best practices and strategies that streamline operations, enhance client engagement, and unlock additional revenue potential. REQUIREMENTS - Bachelor’s degree required - Minimum of 7 years of experience in financial services, wealth management, advisor coaching, consulting, or practice management PREFERRED QUALIFICATIONS - CFP®, or similar industry designation #LI-ML1 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. By submitting your
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