Innovation Analyst, Innovation Office

Mariner Careers

83d

About The Position

At Mariner, innovation isn’t just about new technology — it’s about unlocking new ways to serve clients, empower advisors, and transform the way we work. The Innovation Analyst plays a pivotal role in bringing this mission to life by delivering both financial insight and measurable impact across our innovation initiatives. As part of the Innovation & AI Office, this role ensures that investments in AI, digital platforms, pilots, and the evolving workforce are not only financially sound, but also advancing Mariner’s long-term vision. The Innovation Analyst will collaborate across finance, operations, and innovation strategy to evaluate new ideas, manage the Innovation P&L, and track business, advisor, and client outcomes that demonstrate the real value of innovation.

Requirements

• Bachelor’s degree in Finance, Economics, Business Analytics, or a related field (MBA, CFA, or CPA preferred).
• 3–5 years of experience in financial planning and analysis (FP&A), business analysis, or corporate strategy.
• Understanding of SaaS and technology metrics, including adoption curves, ARR, and ROI modeling.

Nice To Haves

• Experience working in innovation, technology, or business transformation environments strongly preferred.

Responsibilities

• Develop and manage the Innovation Office P&L, encompassing headcount, R&D, pilots, technology investments, training, governance, and communications.
• Forecast and monitor spend against budgets, including a 20% contingency for new and emerging opportunities.
• Build and refine financial models to evaluate proofs of concept (POCs) and pilot investments, with clear scenario and ROI analyses.
• Define, track, and report key non-financial metrics including adoption, client impact, productivity gains, and risk reduction.
• Partner with Innovation Champions across business units to collect, validate, and interpret data.
• Maintain dashboards linking the Innovation Funnel with business and client impact metrics.
• Support the Innovation Council and leadership teams with integrated scorecards that blend financial and impact metrics.
• Benchmark Mariner’s innovation portfolio against industry standards and best practices.
• Provide strategic recommendations to scale, refine, or sunset pilots based on data-driven insights and business value.
• Embed risk, compliance, and Responsible AI principles in all financial and impact analyses.
• Document learnings from pilot programs to inform future governance, investment, and strategy updates.

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree