Director, Advisor Growth & Engagement

The Director, Advisor Growth & Engagement is a strategic growth leader focused on empowering Mariner Independent advisory teams to reach their highest potential and enhance revenues across the organization. This newly created role drives results by connecting advisors to Mariner’s full spectrum of resources, mapping and executing strategic growth plans, and ensuring alignment across key support teams.

This is a high-impact, forward-looking role—ideal for someone with a deep understanding of the advisory business model, a passion for growth, and the ability to turn opportunities into measurable results.

Essential Duties and Responsibilities:

• Act as a Growth Connector 
  • Identify and drive growth opportunities across wealth groups by understanding the respective advisory team’s business model, uncovering strategies that enhance client outcomes, and connecting them with the right Mariner or industry resources to support team growth and long-term success.
  • Bridge advisory teams with the Advisor Coaching and Advisor Experience teams to ensure cohesive, high-value support
• Enable Advisor Success 
  • Help advisors navigate Mariner’s platform, introducing them to subject matter experts and solutions that accelerate growth and efficiency
• Map & Execute Strategic Plans
  • Partner with advisors to create, implement, and track growth roadmaps—holding them accountable to milestones and outcomes
• Identify Opportunities & Risks
  • Serve as the “eyes and ears” within each advisory team—spotting competitive threats, emerging trends, and new opportunities for expansion
• Drive Practice Optimization 

Recommend and support adoption of strategies that improve efficiency, enhance client engagement, and increase revenue potential

Required Education and Experience:

• Bachelor’s Degree 
• 10+ years in a growth-focused role within independent wealth management experience 

Skills:

• Proven success in driving strategic business growth initiatives
• Strong knowledge of advisor business models, client segments, and levers for expansion
• Exceptional communication and influencing skills, with the ability to collaborate across a large organization
• A proactive, results-driven mindset with a focus on measurable impact

Physical Demands/Requirements:

The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus

Work Environment: 

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel Requirement: 

Varies, up to 25-50%

 

Remote Position

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EOE/M-F/D/V