Wealth Planning Analyst

Role Overview Mariner Wealth Advisors seeks a Wealth Planning Analyst for the Overland Park, KS office. This role supports licensed financial advisors and is designed for those interested in building a career as a financial advisor. The position offers hands-on experience in client service, research, and financial planning, while developing technical and analytical skills. What You Will Do Serve as an initial point of contact for clients: answer questions, help with account access, and explain reports or statements. Prepare documents, coordinate money transfers, and manage account maintenance requests as part of client service activities. Assist Client Service Associates during onboarding by ensuring all account documentation is accurate and submitted promptly. Arrange logistics for client meetings, both in-person and virtual. Create meeting agendas, gather supporting materials, and help advisors prepare for client interactions. Participate in client meetings: take detailed notes, document action items, and support follow-up activities. Collect and organize client financial data such as assets, liabilities, income, and expenses to support advisor analysis. Enter client data into financial planning software and draft initial financial plans with guidance from licensed advisors. Assist in building financial projections and scenario analyses for advisor review. Research portfolio holdings, performance metrics, fees, and asset allocation using approved resources. Prepare reports and summaries of research findings to support advisor recommendations. Skills Developed Technical and analytical abilities in financial planning Customer service and client communication Experience with financial planning software and research tools

Job Summary:The Analyst plays a pivotal role in supporting the Independent Portfolio Management & Consulting team by overseeing designated client portfolios and aiding independent advisors in the effective implementation and ongoing management of those portfolios. This position entails a thorough review of portfolios for cash management requirements, identifying tax-loss harvesting opportunities, and executing strategic rebalancing. The Analyst collaborates closely with advisory teams to comprehend client objectives, structure portfolios suitably, and facilitate trade submissions to uphold investment strategies.Essential Duties and Responsibilities:• Oversee assigned portfolios, conducting regular assessments for cash management, tax-loss harvesting, and rebalancing prospects.• Collaborate with independent advisor teams to grasp client aspirations and implement effective portfolio strategies.• Establish new client portfolios within portfolio management systems.• Assist in onboarding new advisory teams and transitioning their client portfolios.• Prepare client proposals and portfolio illustrations based on validated models.• Ensure accurate maintenance of portfolio data within management systems.• Utilize portfolio management software to bolster advisor teams and enhance operational efficiency.• Identify avenues to refine and standardize portfolio management processes.

Mariner Wealth Advisors is seeking a Tax Manager to join the team at its Overland Park, KS headquarters. This position works closely with clients and internal wealth management teams to design and implement tax strategies that reflect each client's specific goals and values. The Tax Manager plays a central role in delivering a coordinated financial plan and building long-term client relationships. What you will do Lead and mentor a team of tax professionals, focusing on high-quality, client-centered service. Build and sustain client relationships by providing expertise and responding promptly to client needs. Oversee tax consulting projects, including charitable giving analysis, private foundation distributions, and other financial planning initiatives. Review tax returns and prepare quarterly and annual tax projections, estimated tax vouchers, and related documents. Evaluate clients' broader business needs to identify and recommend additional services offered by Mariner Wealth Advisors. Work with colleagues and leadership to develop and present tax planning solutions for high-net-worth individuals and closely held businesses. Support research into complex tax matters and regulatory changes to maintain compliance and improve planning outcomes. Commit to ongoing learning, team development, and mentoring junior tax associates. Who succeeds in this role Attentive listeners who collaborate well with clients and colleagues. Team players who value both personal and professional growth. Tax professionals eager to contribute expertise and foster a supportive team culture.

Position: Insurance Coverage and Compliance AnalystLocation: Overland Park, KS (Kansas City Metro)Employment Type: Full-time, In-OfficeSalary: $90,000+ base salary with potential equity optionsJoin Steadily, a pioneering company in landlord insurance, as an Insurance Coverage and Compliance Analyst. In this pivotal role, you will be instrumental in establishing our compliance department as a subject matter expert.This is a full-time, in-office position located in Overland Park, KS.Key Responsibilities:Refine and enhance coverage and form language for existing products, and draft new endorsements.Support the development, submission, and tracking of regulatory filings.Serve as the go-to expert for all aspects of landlord insurance compliance, including reporting requirements, data calls, and related documentation.Stay updated on regulatory changes in active and prospective markets.Collaborate closely with the development team to ensure specifications are met.Help build the compliance department and implement best practices.Be part of a dynamic team focused on expanding our filing capabilities nationwide and transforming landlord insurance.Mastery in SERFF is a must.Qualifications:Experienced: Minimum of 3 years in insurance compliance; regulatory expertise is essential. Knowledge in property, underwriting, or product development is a plus.Builder: Proven experience in launching new insurance products.Digital Savvy: Strong communication skills with regulators, proficient in Excel and Word. SERFF expertise is required.Driven: Eager to join a fast-paced tech startup and enhance your career growth.

At TreviPay, we are dedicated to transforming the payment experience through loyalty. Our global B2B payments and invoicing network empowers thousands of sellers to offer buyers flexibility and convenience, tap into new markets, and streamline accounts receivables. With over 40 years of industry experience, we partner with leaders across manufacturing, retail, and transportation, offering seamless integrations with leading eCommerce and ERP solutions alongside adaptable trade credit options. Our team at TreviPay thrives in a dynamic and supportive environment that fosters collaboration and entrepreneurial spirit, encouraging every employee to rise to challenges and excel.Position Overview: The Credit & Risk Policy Analyst plays a pivotal role in the development, maintenance, and governance of our credit and risk policies. This individual contributor position involves drafting and updating policies, conducting comprehensive research, and supporting policy implementation across the organization. The Policy Analyst acts as a reliable resource for internal stakeholders, ensuring policy accuracy and consistency, maintaining knowledge management systems, and assisting with policy governance, training initiatives, and post-implementation review processes.Key Responsibilities:Policy Research & Development: Collaborate in drafting, updating, and sustaining policies associated with credit risk, lending practices, and compliance.Stakeholder Collaboration: Engage with legal, compliance, and credit risk teams to gather insights and ensure policies align with both business needs and regulatory standards.Documentation & Governance: Maintain policy documentation to ensure accuracy, clarity, and accessibility for stakeholders, while updating and organizing knowledge management systems.Training & Awareness Support: Assist in the development of training materials and policy education initiatives to promote understanding and proper implementation.Knowledge Management: Aid in the organization and updates of policy documentation across various knowledge management platforms to enhance accessibility.

Join our dynamic team at Collabera as a Business Analyst, where you will play a pivotal role in driving business insights and enhancing operational efficiency. In this position, you will collaborate with various stakeholders to analyze data, identify trends, and develop actionable strategies that contribute to business success. Your analytical skills will help us make informed decisions and foster growth.

Join our dynamic team at Integrated Resources, Inc. as a Programmer Analyst, where you will play a key role in designing, developing, and implementing software solutions that meet our clients' needs. This is an exciting opportunity to leverage your technical expertise and contribute to innovative projects within a collaborative environment.

Join J.S. Held LLC as a Quantum Analyst in our Construction Advisory team, where you will play a pivotal role in providing expert analysis for construction-related disputes and claims. As a Quantum Analyst, you will leverage your analytical skills to assess project costs, schedules, and financial impacts, ensuring our clients receive precise and actionable insights.

Location: Overland Park, KS (Kansas City Metro)Employment Type: Full-time, In-OfficeDepartment: ProductCompensation: $130k plus equityJoin Steadily as a Senior Insurance Product Analyst in the vibrant Kansas City Metro area. This full-time, in-office role in Overland Park, KS is perfect for a dedicated professional looking to excel in the insurance industry.Responsibilities:Identify, design, and implement innovative opportunities and initiatives.Refine coverage and form language for existing products, including drafting new endorsements.Conduct thorough analysis of profitability drivers such as loss ratios, actuarial indications, and frequency/severity trends across all products and channels.Serve as the subject matter expert on landlord insurance, including forms, underwriting guidelines, and rates.Collaborate with internal and external stakeholders to develop novel rating factors.Contribute to the growth and profitability of our Landlord Dwelling products across multiple states.Create and implement data-driven action plans to continuously enhance performance.Support the development and submission of regulatory filings.Coordinate closely with the development team on programming specifications.Foster collaboration across various internal teams to ensure initiative success.Conduct competitive analysis and navigate SERFF filings proficiently.Qualifications:Experience: Minimum of 3 years in insurance with a strong focus on managing personal lines products. Direct experience with HO or DP products is a plus.Builder Mindset: Proven track record of taking projects from inception through to launch, demonstrating a proactive approach.Technical Skills: Exceptional analytical and technical skills with superior written and verbal communication abilities. Proficient in SERFF and competitor filings.Ambitious: Eager to join an early-stage tech startup and contribute significantly to its growth.

Join J.S. Held LLC as a Construction Advisory - Delay Analyst in Overland Park, Kansas. We are looking for a detail-oriented professional with a keen analytical mind to assist in evaluating construction delays and disputes. In this role, you will analyze schedules, assess impacts, and provide expert insights to aid our clients in navigating complex construction issues.

Join the dynamic Compliance team at Mariner Wealth Advisors, where we create a robust framework for regulatory compliance across the firm. Our mission is to ensure that policies, training, and operational processes are seamlessly integrated into our daily operations, fostering clarity and consistency in meeting regulatory expectations.As the Director of Compliance, you will take a proactive leadership role in enhancing our compliance program within a fast-paced registered investment advisory environment. Collaborating closely with the Chief Compliance Officer and other compliance team leaders, you will focus on optimizing policies, refining workflows, and minimizing manual tasks while supporting ongoing technological and process-driven initiatives.Key Responsibilities:• Spearhead the execution of essential compliance processes and initiatives within designated areas, ensuring efficiency, consistency, and scalability throughout the organization.• Maintain active involvement in daily compliance activities, offering practical guidance, resolving issues, and providing operational support as necessary.• Work in partnership with the Chief Compliance Officer and compliance leadership to enhance policies, procedures, and workflows, fostering continuous improvement.• Advocate for initiatives that leverage technology and improve documentation, streamlining compliance efforts and reducing manual workload.• Assist in the implementation and adoption of new systems, tools, and workflows that will reinforce a modern and effective compliance function.• Mentor and develop compliance associates, providing clear direction, ongoing feedback, and coaching to cultivate a highly engaged and skilled team.• Act as a trusted compliance resource for internal stakeholders, translating regulatory requirements into clear, actionable, and practical business guidance.• Oversee compliance related to internal investment strategies, including the review of processes, disclosures, controls, and regulatory filings to ensure their accuracy and timeliness.

Location: Overland Park, KS (Kansas City Metro)Employment Type: Full-time, In-OfficeDepartment: ProductSalary: Competitive base salary starting at $100,000 per year with additional equity options.:: Applicant Notice ::This role is not for a technical product analyst/manager/owner. A background in insurance product development is essential.At Steadily, we seek a talented Insurance Product Analyst who excels in driving growth and profitability for our DP3 insurance products across multiple states.Key ResponsibilitiesTake charge of the growth and profitability of our DP3 products across various states.Refine existing product coverage and form language; create new endorsements as needed.Conduct analyses on profitability drivers, including loss ratios, actuarial data, frequency/severity trends, and retention metrics.Manage state-specific rate filings to ensure competitive pricing that meets our return on investment objectives.Collaborate with different internal teams to effectively execute the insurance product strategy at Steadily.Perform competitive analysis and utilize SERFF for filings.Desired QualificationsProven Experience: A minimum of two years in the insurance sector, with significant exposure to personal lines products. Experience in HO or DP products and policy form language is a plus.Innovative Mindset: You possess a builder's mentality and can drive projects from conception to implementation, demonstrating a proactive approach.Technologically Proficient: Exceptional tech-savvy, strong product sense, and a proven ability to learn and implement new tools and processes effectively.Ambitious: Eager to join an early-stage tech startup and make a significant impact on its growth trajectory.Compensation and BenefitsSalary: Starting at $100,000+ per yearEquity: Opportunities for equity participation in the company.

Join the dynamic compliance team at Mariner Wealth Advisors, where we take pride in ensuring regulatory compliance and managing risks across all brokerage activities. Our team is dedicated to developing, implementing, and monitoring robust policies and procedures that align with SEC, FINRA, and other regulatory standards, including Regulation Best Interest. We provide invaluable guidance, supervision, testing, and training to support our advisors and staff, safeguarding both our clients and the firm through proactive compliance oversight.As the Team Lead for Operations and Supervision, you will play a pivotal role in enhancing Mariner’s broker-dealer operational and supervisory functions, contributing to a robust, efficient, and compliant platform. You will act as a reliable resource and mentor for a dedicated team, offering guidance on daily broker-dealer operations and collaborating closely with vendors, product sponsors, carriers, and clearing firms to ensure seamless execution. Reporting to the Director of Compliance, you will strengthen our supervisory framework while embodying Mariner’s core values of client care, excellence, and inclusivity within MSEC, LLC—our affiliated broker-dealer.Responsibilities include:• Leading and coordinating broker-dealer operations and supervision support to ensure accurate and timely processing alongside exceptional service to clients and registered representatives.• Serving as the main point of contact for MSEC operations, closely collaborating with Compliance, Licensing, vendors, product sponsors, carriers, and clearing firms.• Overseeing daily account onboarding and maintenance, including data entry, reconciliation, NIGO resolution, and coordination with registered representatives prior to supervisory review.• Supporting compliance and supervisory activities such as AML/CIP, OFAC, FinCEN 314(a), SEC Rule 17a-3 books and records, check supervision, and handling regulatory inquiries or examinations.• Developing, maintaining, and enhancing operational procedures, controls, metrics, and documentation to ensure regulatory accuracy and consistency.• Training, coaching, and mentoring the Broker-Dealer Operations & Supervision Support team while exemplifying and promoting Mariner’s values.• Assisting with the onboarding and transition of registered representatives, covering system access, licensing coordination, and ongoing support.• Driving innovation and continuous improvement through the evaluation and integration of technology, automation, workflow enhancements, and AI-driven solutions.• Supporting special projects and operational initiatives, including system evaluations, mail and medallion processing, and other essential tasks as needed.

At TreviPay, we understand that loyalty starts at the point of payment. Our global B2B payments and invoicing network empowers thousands of sellers to offer flexibility and convenience to their buyers while unlocking new markets and streamlining accounts receivable processes. With over 40 years of experience serving leaders across manufacturing, retail, and transportation, we integrate seamlessly with top eCommerce and ERP solutions, offering adaptable trade credit options.Our team thrives in a dynamic, collaborative environment where we challenge and empower each other daily.We are on the lookout for a Senior Information Security Analyst who possesses extensive experience in security operations and audit/compliance execution. This pivotal role combines hands-on incident detection and response with the responsibility for audit readiness and evidence management, specifically for frameworks such as PCI DSS and ISO/IEC 27001. The perfect candidate will adeptly navigate both technical and business teams, translating security requirements into actionable controls while driving initiatives to enhance risk management and bolster security posture.Key ResponsibilitiesSecurity OperationsMonitor and triage security alerts from SIEM, EDR, IDS/IPS, CSPM, and other telemetry sources, validating true positives and minimizing false alarms.Conduct thorough incident investigations, documenting findings, scope, root cause, and corrective actions.Lead or assist in incident response activities, including containment, eradication, and recovery processes.Develop, maintain, and refine detection logic, alerting mechanisms, and response playbooks and runbooks.Administer and optimize security tools and platforms (e.g., SIEM, EDR, vulnerability scanners, email security, DLP), overseeing upgrades, configuration changes, health monitoring, and integrations.Collaborate with IT and Engineering teams to remediate vulnerabilities, enhance configurations, and strengthen overall security controls.Audit, Risk, and ComplianceSupport and lead audit readiness initiatives for PCI DSS and ISO/IEC 27001.Coordinate evidence collection and manage auditor interactions effectively.Conduct gap assessments and monitor remediation efforts diligently.Maintain ISMS documentation, policies, and procedures.Assist with risk assessments and continuous compliance activities.

As an Event Specialist at Crossmark, Inc., you will play a vital role in creating memorable experiences through engaging events. You will be responsible for planning, coordinating, and executing various events that reflect our brand's values and mission. This dynamic position requires excellent organizational skills, creativity, and the ability to work collaboratively with diverse teams.

Join our dynamic team as an Events Specialist at Crossmark, where you'll play a pivotal role in orchestrating and executing memorable events that drive brand engagement and elevate our clients' experiences. Your creativity, organizational skills, and attention to detail will be crucial in managing all aspects of event planning, from conception to execution.

Join our dynamic team as an Event Specialist where you will play a crucial role in the planning, coordination, and execution of a variety of events that enhance our brand's presence and connect with our audience. You will work collaboratively with a team to ensure that every event runs smoothly and achieves its objectives. Your creativity, organization, and communication skills will be essential in delivering successful experiences.

Join our dynamic team as an Event Specialist at Crossmark, where creativity meets execution. In this role, you will be pivotal in planning, coordinating, and executing various events that elevate our brand and engage our audience. Your expertise will contribute to the seamless execution of promotions, trade shows, and corporate events.

Join our dynamic team at Crossmark as a Part-Time Events Specialist! We are looking for enthusiastic individuals who have a passion for creating memorable events and engaging experiences. In this role, you will be responsible for assisting with the planning and execution of various events while ensuring high levels of customer satisfaction.

Join our dynamic team as an Events Specialist where you will play a pivotal role in planning, executing, and managing engaging events that elevate our brand presence. You will collaborate with various stakeholders to ensure seamless execution and deliver exceptional experiences for participants.