Strategic Integration Associate, Corporate Development

mariner-careers; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

Mariner is seeking a Senior Associate, Corporate Development & Strategy, to lead the integration of newly acquired firms into its wealth management platform. You will manage technology, processes, and operational transitions, ensuring a timely and strategic handoff while maintaining high-quality client data and reporting.

The role emphasizes collaboration with internal teams, training, and KPI-driven progress tracking.

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.

Responsibilities

• Build and nurture trust-based relationships with newly acquired firms through proactive communication andMariner 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 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

Skills

Project management

Stakeholder management

Communication

Attention to detail

Excel

Cross-functional collaboration

Education

Bachelor’s degree in Business Administration/Finance or related field

Tools

Orion PMS

Job description

Mariner is seeking a Senior Associate, Corporate Development & Strategy, to lead the integration of newly acquired firms into its wealth management platform. You will manage technology, processes, and operational transitions, ensuring a timely and strategic handoff while maintaining high-quality client data and reporting.

The role emphasizes collaboration with internal teams, training, and KPI-driven progress tracking.