Senior Wealth Consultant - CPA Alliance

Mariner is seeking a Senior Wealth Consultant to support and grow our CPA Alliance Program by managing existing CPA partnerships, increasing engagement, and driving opportunity conversion within established alliances. This role is focused on deepening relationships, activating referrals, and ensuring successful collaboration.

This individual will serve as a senior point of contact for assigned CPA alliance partners and work closely with internal wealth advisors to deliver an integrated and high-quality client experience. Success in this role is measured by relationship health, referral activation, conversion quality, and partner satisfaction, rather than cold prospecting or territory-based sales goals.

Key Responsibilities CPA Alliance Relationship Ownership

• 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.

Alliance Activation & Referral Execution

• 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.

Internal Collaboration & Client Experience

• 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.

Alliance Enablement & Engagement

• 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.

Performance Tracking & Reporting

• 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.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or related field.
• 7+ years of experience in wealth management, financial services, or professional services.
• CFP®, CPA, or Series 65 required (or ability to obtain).
• Experience managing referral-based partnerships, professional services relationships, or alliance programs strongly preferred.
• Clean U4 with no disclosures.

Skills & Attributes

• Strong relationship management and consultative communication skills.
• Ability to work effectively with senior CPA partners and internal stakeholders.
• Highly organized with strong follow-through and accountability.
• Collaborative, team-oriented mindset with a client-first approach.
• Comfortable with up to 25% travel.

Note:  All Senior Wealth Consultants must have a clean U4 with no disclosures. 

Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do. 

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. 

EOE M/F/D/V

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