Teams at Mariner Wealth Advisors

Supports advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, account maintenance, research, data entry, plan modeling, and client service initiatives. The intern also assists with CRM and financial planning software, prepares client materials, observes meetings, and contributes to business development and process-improvement discussions.

Administer and optimize the Docebo learning management system, including configuration, user management, content uploads, troubleshooting, integrations, testing, quality assurance, analytics, and reporting. Collaborate with HRIS teams, content creators, and stakeholders to support learning initiatives, ensure governance compliance, and improve learner experiences.

Manage asset allocation models and equity SMA strategies across client accounts. Monitor portfolio drift, cash needs, allocation tolerances, and investment guidelines; execute rebalancing and new-account implementation; maintain portfolio and account data; oversee UMA and custodial platforms; and improve portfolio management workflows, automation, scalability, and operational processes.