Senior Associate, Corporate Development – Strategy

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and cultivate trust-based relationships with newly onboarded firms.

• Create and oversee comprehensive integration project plans that encompass technology, processes, and policies.

• Manage the migration of technology platforms associated with operations, trading, and client reporting.

• Facilitate the transition of billing, trading, reconciliation, and client PMS data.

• Collaborate with internal stakeholders throughout the acquisition and integration phases.

• Design and implement training programs on new systems and processes for staff from acquired firms.

• Track project progress, user adoption, and success metrics using KPIs.

• Proactively resolve issues and enhance processes.

• Identify and manage integration risks while developing mitigation strategies.

• Maintain detailed, current project plans, timelines, status reports, and other essential documentation.

• Serve as the main point of contact for stakeholders from acquired firms.

⛳️ Requirements

• Bachelor’s degree in Business Administration, Finance, or a related area.

• Demonstrated experience in managing complex, cross-functional projects involving multiple stakeholders.

• Proven ability to achieve results in dynamic, fast-paced environments.

• 2–5 years of experience in financial services, ideally within a Registered Investment Advisor (RIA) context.

• 2–5 years of experience with Orion or similar Portfolio Management System (PMS) platforms.

• Knowledge of Mariner’s technology platforms and operational workflows.

• Familiarity with financial systems and tools related to trading, reconciliation, and client reporting.

• Strong project management and organizational capabilities, with a sharp attention to detail.

• Excellent interpersonal skills and ability to build relationships.

• Outstanding written and verbal communication skills.

• Analytical mindset with effective problem-solving abilities.

• Advanced expertise in Microsoft Excel.

• Capacity to work collaboratively across functions and engage with senior leadership.

• Adaptable, proactive, and dedicated to process enhancement.

• Must possess legal authorization to work in the United States.

🏝️ Benefits

• Eligibility for bonuses.

• Opportunities for professional development.

• Work-life balance.

• A diverse and innovative workplace.

• A culture that promotes camaraderie and teamwork.

• Reasonable accommodations for individuals with disabilities.

• Potential travel opportunities and requirements.