Senior Associate, Corporate Development & Strategy

Mariner; United States; On-site; USD 110,000 - 150,000; Full time

Job summary

Mariner is seeking a Senior Associate, Corporate Development & Strategy to lead integration efforts for newly acquired firms, guiding technology transitions and operational migrations. The role focuses on timely, strategic, and seamless transitions while maintaining strong stakeholder relationships across the organization.

You will oversee technology platform migrations, especially operations, trading, and client reporting, and ensure successful onboarding into Mariner's wealth team.

Qualifications

• Bachelor's degree required.
• Proven track record managing complex, cross-functional projects with multiple stakeholders.
• Ability to deliver results in fast-paced, evolving environments.
• 2–5 years of experience in financial services, preferably within an RIA setting.

Responsibilities

• Build and maintain trust-based relationships with acquired firms and stakeholders.
• Develop and manage comprehensive integration project plans (technology, processes, policies).
• Oversee migration of operations platforms and client reporting systems.
• Coordinate transition of billing, trading, reconciliation, and client PMS data.
• Collaborate with internal stakeholders to ensure smooth integrations.
• Design and deliver training for staff of acquired firms on new systems and processes.
• Track progress using KPIs and address issues to improve processes.
• Identify and mitigate integration risks and maintain thorough documentation.

Skills

Project management

Stakeholder management

Communication

Analytical thinking

Excel

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in Business Administration/Finance

Tools

Orion PMS

Job description

About Mariner:

Join Mariner, where our commitment to innovation, collaboration, and client success defines our growth. We pride ourselves on delivering exceptional experiences for newly acquired firms as they integrate into our team. Be part of a dynamic organization at the forefront of the wealth management industry.

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, 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