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PROSPECT ENGAGEMENT & JOURNEY OPTIMIZATION:
- Owns and evolves the prospect journey across digital and advisor-assisted touchpoints.
- Identifies friction points and develops scalable engagement strategies.
GROWTH & CONVERSION OPTIMIZATION:
- Executes the organic growth roadmap with measurable improvements in conversion.
- Creates testing programs for key funnel stages.
GROWTH ENABLEMENT:
- Equips front-line teams with tools, insights, and playbooks.
- Drives adoption of AI and CRM capabilities.
STRATEGIC LEADERSHIP:
- Leads cross-functional initiatives across Sales, Marketing, Digital, and Product.
- Champions a customer-centric culture of experimentation.
Mariner Wealth Advisors
Mariner Wealth Advisors is a wealth management firm that provides financial advisory services. We foster an inclusive and innovative culture with a focus on professional growth and community.