Senior Associate, Corporate Development & Strategy

Mariner

9d•$47,000 - $104,000•Onsite

About The Position

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.

Requirements

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
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

Nice To Haves

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

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