Senior Associate, Corporate Development & Strategy
Role Overview
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.
Key Skills for This Role
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Job Summary
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.
Key Responsibilities
- 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
Required 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
Preferred Qualifications
- 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
Why Mariner? If you’re a driven professional with a passion for strategic project management and operational excellence, we encourage you to apply. Help guide acquired firms through successful transitions and play a key part in Mariner’s continued growth.
Mariner is committed to fostering an inclusive, innovative work environment. Reasonable accommodations will be provided to enable individuals with disabilities to perform essential functions.
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 .
EOE M/F/D/V
About Mariner Wealth Advisors
Privately held U.S. wealth management firm serving individuals, families, businesses and institutions with financial and investment advice.
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