Mariner Wealth Advisors
The Product & Platform Manager, Institutional Business drives the strategy and governance of technology platforms powering Mariner's institutional operations, including Salesforce CRM and participant education tools. This role bridges business operations, technology, and advisor experience to optimize workflows connecting retirement plans to wealth management clients. Key duties include managing vendor relationships, ensuring data integrity, and leading cross-functional initiatives to enhance platform adoption and referral conversion rates.
Headquarters
Overland Park, Kansas, United States
Company Size
1001-5000 employees
Founded
2006
Mariner Wealth Advisors is a financial services firm that provides comprehensive wealth management and advisory solutions for individuals, businesses, and institutions. Its offerings include wealth planning, tax planning and specialty tax services, risk advisory, institutional cash management, and dedicated institutional solutions under Mariner Institutional. The firm emphasizes long-term, customizable financial strategies designed to evolve with clients and offers access to proprietary resources and thought leadership (podcasts, social content) to support client decision-making.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Mariner Wealth Advisors.
4% below the average for this role
Salesforce Technical Product and Application Owner
Corebridge
Custom Software Engineer
Accenture
Salesforce Platform Specialist & Analyst
Diverseagilesolutions
Salesforce Platform Lead
Hire Hangar
Application Systems Lead – Salesforce & CPQ (EU)
Oshkosh Defense
Manager, Salesforce Platform Engineer
Restaurant365