---
title: 'Manager, Insurance Operations at Mariner'
canonical: 'https://feeny.ai/job/manager-insurance-operations-mariner-united-states-tghvnbx9bsnr'
type: 'job'
last_seen: '2026-09-10'
---

# Manager, Insurance Operations at Mariner

- **Company:** Mariner
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-06
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.ashbyhq.com/mariner-careers/a311c521-f64f-430f-ae69-4ea8c9a82d24

## Job description

Job Summary The Manager, Insurance Operations provides operational leadership for the Insurance team by driving service excellence, advisor engagement, operational reporting, and execution of key initiatives. This role partners closely with financial advisors, internal leadership, operations teams, and business partners to improve service delivery, resolve complex issues, and enhance the advisor experience. By leveraging data, managing escalations, and leading continuous process improvements, the position helps ensure consistent, high-quality operational performance across the insurance business. The role also leads and develops a small team while fostering accountability, collaboration, and service excellence.

## Responsibilities

- Lead service-level reporting by monitoring performance, identifying trends, and providing actionable insights that improve operational effectiveness.
- Establish and maintain service standards, accountability measures, and escalation processes in partnership with leadership to support consistent service delivery.
- Serve as the primary escalation point for complex advisor service issues, ensuring timely resolution and a positive advisor experience.
- Build and maintain strong relationships with financial advisors through proactive communication, ongoing support, and responsive issue resolution.
- Analyze advisor feedback and service trends to identify improvement opportunities, implement solutions, and measure progress over time.
- Manage operational projects by coordinating timelines, tracking deliverables, and ensuring timely completion of team initiatives and follow-up actions.
- Collaborate with internal teams, vendors, and business partners to support cross-functional initiatives, process enhancements, and advisor communication strategies.
- Lead, coach, and develop a team of direct reports by setting clear expectations, promoting accountability, and fostering a collaborative, service-oriented culture.

## Requirements

Required

- Seven or more years of experience in life insurance operations, financial services operations, advisor service, or relationship management.
- Experience supporting financial advisors, wealth management teams, insurance producers, or other high-value internal stakeholders.
- Strong understanding of insurance workflows, preferably including life insurance, disability insurance, long-term care, and annuity processes.

## Preferred

- Experience managing operational escalations, service standards, reporting, or operational performance, along with prior people leadership experience.
- Professional designations such as Fellow, Life Management Institute (FLMI), Financial Services Certified Professional (FFSI), Professional Customer Service (PCS), or Life Underwriter Training Council Fellow (LUTCF).

## Skills

- Strong communication and relationship-building skills with the ability to collaborate effectively across advisors, leadership, and cross-functional teams.
- Excellent judgment and professionalism when managing sensitive, complex, or high-priority situations.
- Strong project management, organization, and follow-through skills to manage multiple priorities and deliver results.
- A collaborative, service-oriented mindset focused on continuous improvement, accountability, and delivering a positive advisor experience.

## #LI-MK1

#LI

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

## Company Overview
- **One-liner**: Mariner is a privately held national financial services firm built to support modern wealth needs and the advisors who serve them, providing wealth management, investment solutions, and operational support.
- **Entity Type**: Private (privately held)
- **Headquarters**: Overland Park, Kansas, United States (based on company website and industry sources)
- **Founded**: 2006
- **Founders**: Marty Bicknell

## Core Business
- **Primary industry**: Financial services – wealth management, investment advisory, and RIA (Registered Investment Advisor) platform.
- **Target customers**: B2B (financial advisors, independent practices) and B2C (high-net-worth and mass-affluent clients served through advisors). Serves enterprise‑scale and independent advisors.
- **Mission or purpose statement**: “Positively impact the lives of many” by creating opportunities for clients, advisors, and communities.

## Products & Services
- **Wealth Management Platform**: A comprehensive suite of services including investment management, estate planning, tax advice, insurance, and wealth advisory backed by in‑house specialists.
- **Mariner Advisor Model**: Advisors join as firm employees with access to national‑scale resources, back‑office support, and collaboration.
- **Mariner Independent**: Advisors own their own practice while partnering with Mariner for infrastructure, compliance, and specialized expertise.
- **Corporate Services**: Support for tax professionals, operations, IT, marketing, HR, legal, and accounting & finance roles within the firm.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (privately held, no disclosed valuation)
- **Key Metric**: Over **$632 billion in assets under advisement** as of December 31, 2025. The firm started with $300 million in 2006.
- **Notable Investors/Partners**: Barron’s ranked Mariner #6 Mega RIA in 2025 (top five 100 RIAs from 2016‑2024). No external equity investors disclosed.
- **Growth Signals**: 
  - Sustained ranking as a top‑tier RIA.
  - Active acquisition strategy (multiple firms joining the Mariner family).
  - Continued investment in people, technology, and capabilities.
  - Donated through the Mariner Foundation in 2025.

## Competitive Advantages
- **Scale with autonomy**: Advisors gain the infrastructure and specialist teams of a national firm while retaining the ability to operate in the model that best fits their goals (employee‑advisor or independent).
- **In‑house expertise**: Dedicated teams in tax, estate planning, insurance, and investment management reduce the need for third‑party outsourcing.
- **Multiple partnership pathways**: Unique flexibility to join as an advisor, via acquisition, or as an independent practice owner—all under the same brand and support umbrella.
- **Culture of collaboration**: Knowledge‑sharing and team‑oriented environment with a focus on putting clients first.

## Strategic Focus
- **Growth through advisor support**: Positioned to help advisors navigate the expected exit of up to 110,000 advisors over the next decade (per McKinsey) by providing the infrastructure to scale their practices.
- **Continued expansion**: Building out geographic presence and service capabilities via acquisitions and organic development.
- **Technology and capability investment**: Ongoing updates to business operations infrastructure to allow advisors to focus on clients.
- **Deepening client relationships**: Expanding tax, estate, and insurance services that were often built in response to client needs.

## Why Work Here
- **Culture highlights**: Collaborative, team‑oriented, and driven by a “clients first” mantra. Values diversity and inclusion, and offers a sense of belonging to a shared mission.
- **Remote/hybrid/office policy**: Supports different ways of working—advisors and associates have flexibility to engage in‑office or remotely. “Dress for your day” policy.
- **Notable perks and benefits**:
  - Comprehensive healthcare (medical, vision, dental)
  - Paid time off, 11 paid holidays, parental leave
  - 401(k) with company match
  - Wellness program, HSA & FSA, life & AD&D insurance
  - Telehealth, associate assistance fund, health & wellness awards
  - Education reimbursement, wealth advisory services
  - Client and associate referral bonuses, peer recognition program
  - Paid volunteer hours, identity theft protection
  - Discounts at local and national stores
- **Engineering/IT culture**: Corporate opportunities in IT, operations, marketing, HR, legal, and finance—all part of building the platform that supports advisors.

## Sources
1. [joinmariner.com/about-mariner/](https://joinmariner.com/about-mariner/)
2. [marinerwealthadvisors.com/careers/](https://www.marinerwealthadvisors.com/careers/)
3. [joinmariner.com](https://joinmariner.com/)
4. [joinmariner.com/why-mariner](https://joinmariner.com/about-mariner/why-mariner/)
5. [jobs.ashbyhq.com/mariner-careers](https://jobs.ashbyhq.com/mariner-careers)

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