[Hiring] Senior Associate, Corporate Development & Strategy @Mariner

Role Description

As the Senior Associate, Corporate Development & Strategy, you will be responsible for ensuring a best-in-class integration experience for newly acquired firms joining Mariner. You will oversee and execute essential steps in the integration process, fostering trust-based relationships that exemplify Mariner’s values. This role focuses on achieving a timely, strategic, and seamless transition of new firms to Mariner’s core technology stack while managing the transition of operational functions such as billing, trading, reconciliation, and client PMS data.

• Build and nurture trust-based relationships with newly acquired firms through proactive communication and the embodiment of Mariner values
• Develop and manage comprehensive project plans for the integration of new firms and entities, covering technology, processes, and policies
• Oversee the migration of technology platforms, especially those related to operations, trading, and client reporting
• Coordinate the transition of operational functions including billing, trading, reconciliation, and client PMS data
• Collaborate closely with internal stakeholders throughout the acquisition and integration timeline to ensure a smooth process
• Design and deliver training for staff from acquired firms on new systems and processes so they can effectively operate as part of Mariner’s Wealth Team
• Monitor integration project progress, new user adoption, and success using KPIs, proactively addressing issues and improving processes
• Identify and manage potential risks associated with integration, developing strategies to mitigate as needed
• Keep thorough and up-to-date records and documentation, including project plans, timelines, and status reports

Qualifications

• Bachelor’s degree in Business Administration, Finance, or a related field
• Proven track record managing complex, cross-functional projects with multiple stakeholders
• Ability to deliver results in fast-paced, evolving environments

Requirements

• 2-5 years of experience in financial services, preferably within a Registered Investment Advisor (RIA) setting
• 2-5 years of experience working with Orion or similar Portfolio Management System (PMS) platforms
• Familiarity with Mariner’s technology platforms and operational processes
• Working knowledge of financial systems and tools associated with trading, reconciliation, and client reporting
• PMP or project management certification/experience is a plus

Core Skills

• Strong project management and organizational skills with keen attention to detail
• Excellent interpersonal and relationship-building abilities
• Superior written and verbal communication skills
• Analytical and problem-solving mindset with the ability to anticipate and resolve challenges
• Advanced proficiency with Microsoft Excel
• Collaborative team player capable of working cross-functionally and engaging with senior leadership
• Adaptable, proactive, and committed to process improvement

Additional Information

• This position does not include direct supervisory responsibilities, but acts as the central point of contact for acquired firm stakeholders
• Occasional travel may be required
• The role involves typical physical requirements and operates in a professional office environment

Benefits

• Help guide acquired firms through successful transitions and play a key part in Mariner’s continued growth
• Innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance
• Commitment to fostering an inclusive, innovative work environment
• Reasonable accommodations will be provided to enable individuals with disabilities to perform essential functions