Senior Analyst, Portfolio Transition Consulting

Mariner Holdings; United States; Remote; USD 100,000 - 130,000; Full time

Job summary

An established industry player is seeking a Senior Analyst for Portfolio Transition Consulting. This role focuses on managing the integration of acquired firms’ client portfolios and investment strategies, ensuring a smooth transition while fostering strong relationships. The ideal candidate will have extensive wealth management experience and a knack for problem-solving, making a significant impact on client satisfaction. Join a firm that values its employees and actively promotes career growth in a diverse and supportive environment. If you’re ready to take your career to the next level, this opportunity is for you.

Qualifications

• 5+ years of wealth management and investment experience required.
• CFA preferred for deeper investment knowledge.

Responsibilities

• Manage transition of acquired firms' client portfolios and investment processes.
• Develop investment integration plans for onboarding firms.

Skills

Wealth Management Industry Knowledge

Strong Communication Skills

Problem Solving

Presentation Skills

Relationship Building

Leadership Skills

Critical Thinking

Initiative

Education

Undergraduate Degree in Business

Job description

We are currently seeking a Senior Analyst, Portfolio Transition Consulting. The primary responsibility of this position is to manage the transition of acquired firms’ client portfolios and investment processes. This role would work closely with our Corporate Development & Strategy team and our Investment Operations team to understand acquired firm’s tech stack and advise on transition path & strategy.

If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last and is committed to being there for everything life brings our clients’ way, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and have the support to meet career goals.

Responsibilities:

• Responsible for due diligence and review of inorganic growth opportunities to understand acquired firms’ investment philosophy and assist in transition efforts
• Understand & keep abreast of the latest Mariner investment thinking & offerings
• Develop investment integration plans unique to each firm being onboarded through acquisition by matching their current process to ideal state post-acquisition
• Liaison between our internal manager research team and portfolio management teams to offer a deep knowledge base to firms being onboarded
• Help acquisitions set strategy and goals for transitioning investment strategies & portfolios
• Track acquisition progress over time
• Work with investments education and onboarding teams to communicate and educate new advisors on our full investment platform offerings
• Improve the integration experience by offering client transition plans and formal training on Mariner investment solutions

Qualifications:

• An undergraduate degree in a business-related field is required
• Must have a comprehensive understanding of wealth management industry
• 5+ years of wealth management experience, investment experience required
• CFA preferred

Skills and Knowledge:

• Embodies and demonstrates our core firm values
• Foster and build strong relationships
• Strong presentation and teaching skills
• Experience developing others
• Ability to lead, motivate and influence others
• Strong communication skills
• Strong problem solving and critical thinking abilities
• Experience taking initiative to quickly assimilate and apply new knowledge
• Experience in collaborating with associates and teams working across multiple locations
• Ability to proactively identify opportunities to enhance and exceed our clients’ experience and expectations

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EOE M/F/D/V

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $100,000 /year to $130,000/year. Pay is based on several factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.