About this role
Job Summary:
The Director leads the Pathway DC and Cash Balance solutions, overseeing implementation, service delivery, and ongoing client engagement to ensure high-quality execution. This role manages the Implementation and Service Teams, coordinates lead flow from the Institutional Growth Team to support team capacity and workflow efficiency, and builds strong relationships with wealth advisors, recordkeepers, TPAs, and external vendors. The Director also identifies opportunities to strengthen the offering, improve efficiency, and rapidly scale the business to support future growth.
Essential Duties and Responsibilities:
- Significant experience with 401(k) and Cash Balance plan design, implementation, and oversight.
- Manage the referral workflow and transition efforts from the Institutional Growth Team into the appropriate solution by maintaining project timelines and efficient process for timely new plan conversions
- Serves as the primary contact for external vendors related to Pathway DC and Cash Balance solutions
- Strives to exceed client and advisor expectations throughout the sales, onboarding, and ongoing fiduciary support
- Assists in consultation efforts with current Institutional and Wealth advisors on transitioning appropriate clients to the Pathway DC solution
- Maintains a current understanding, and compliance with, Mariner policies and procedures
- Other duties as assigned
Required Education and Experience:
- 10+ years of relevant professional experience
- Bachelor’s Degree from an accredited College or University
Preferred Education and Experience:
- Potential certification, designation, or membership in industry specific organization, preferably the CPFA or QPFC designations
- Prior experience working for a recordkeeper or TPA is a plus
Skills:
- Ability to partner cross functionally across multiple business units
- Executive presence with demonstrated ability to lead both strategically and tactically
- Maintains a high level of professionalism and knowledge of the defined contribution industry, service providers, regulations and trends
- Collaborate effectively with all levels of the organization
- Works with a high degree of accuracy, organization, and detail orientation
- Excellent written and verbal communication skills
- Displays the ability to be flexible with multiple priorities and changing deadlines
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 application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/.
EOE M/F/D/V
The Director leads the Pathway DC and Cash Balance solutions, overseeing implementation, service delivery, and ongoing client engagement to ensure high-quality execution. This role manages the Implementation and Service Teams, coordinates lead flow from the Institutional Growth Team to support team capacity and workflow efficiency, and builds strong relationships with wealth advisors, recordkeepers, TPAs, and external vendors. The Director also identifies opportunities to strengthen the offering, improve efficiency, and rapidly scale the business to support future growth.
Essential Duties and Responsibilities:
- Significant experience with 401(k) and Cash Balance plan design, implementation, and oversight.
- Manage the referral workflow and transition efforts from the Institutional Growth Team into the appropriate solution by maintaining project timelines and efficient process for timely new plan conversions
- Serves as the primary contact for external vendors related to Pathway DC and Cash Balance solutions
- Strives to exceed client and advisor expectations throughout the sales, onboarding, and ongoing fiduciary support
- Assists in consultation efforts with current Institutional and Wealth advisors on transitioning appropriate clients to the Pathway DC solution
- Maintains a current understanding, and compliance with, Mariner policies and procedures
- Other duties as assigned
Required Education and Experience:
- 10+ years of relevant professional experience
- Bachelor’s Degree from an accredited College or University
Preferred Education and Experience:
- Potential certification, designation, or membership in industry specific organization, preferably the CPFA or QPFC designations
- Prior experience working for a recordkeeper or TPA is a plus
Skills:
- Ability to partner cross functionally across multiple business units
- Executive presence with demonstrated ability to lead both strategically and tactically
- Maintains a high level of professionalism and knowledge of the defined contribution industry, service providers, regulations and trends
- Collaborate effectively with all levels of the organization
- Works with a high degree of accuracy, organization, and detail orientation
- Excellent written and verbal communication skills
- Displays the ability to be flexible with multiple priorities and changing deadlines
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 application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/.
EOE M/F/D/V
About Mariner Wealth Advisors
Mariner Wealth Advisors is hiring for the director, pathway dc role. NewJob aggregates active openings directly from Mariner Wealth Advisors's applicant tracking system, so this listing is current.
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