Job Description

The role will be responsible for providing newly acquired firms with best-in-class experience as they integrate into Mariner. They will be responsible for overseeing and executing the key components of integrating newly acquired firms and entities into Mariner, while building a trust-based relationship that exemplifies our values. This role will be highly focused on a timely, strategic, and seamless transition of the incoming firm to our core tech stack, alongside the assumption of operational functions related to billing, trading, reconciliation, and Client PMS data.

Essential Duties and Responsibilities:

• Relationship Management: Build and maintain a trust-based relationship with newly acquired firms through consistent and proactive communication, thoughtful consideration, and the embodiment of Mariner Values.
• Project Management: Develop and execute a comprehensive project plan focused on the integration of newly acquired firms and entities to Mariner technology, processes, and policies.
• Technology Integration: Oversee the migration of newly acquired firm technology, specifically tools related to operations, trading and client reporting.
• Operational Transition: Manage the transition of operational functions, including billing, trading, reconciliation and Client PMS data.
• Stakeholder Collaboration: Work closely with internal stakeholders throughout the acquisition, transition and integration timeline to ensure a smooth integration process.
• Training and Support: Coordinate and provide training for staff from acquired firms on the various new systems and processes, ensuring they are fully equipped to operate as a Wealth Team within Mariner.
• Performance Monitoring: Track and report progress of integration projects, new user adoption, and other key measurables related to the success of the integration. Use KPI’s to address issues and improve internal processes proactively.
• Risk Management: Identify potential risks associated with the integration process and develop strategies to mitigate as needed.

• Documentation: Maintain accurate records and documentation related to the integration process, including project plans, timelines, and status reports.

  Required Education and Experience:

• Bachelor’s degree in business administration, Finance, or related field.
• Demonstrated success in managing complex, cross-functional projects with multiple stakeholders.

• Proven ability to deliver results in fast-paced, evolving environments.
  

  Preferred Education and Experience:

• 2-5 years of experience in financial services, preferably within an RIA,
• 2-5 years of experience working in Orion or another PMS platform.
• Familiarity with Mariner’s technology platforms and operational processes
• Working knowledge of financial systems and tools related to trading, reconciliation, and client reporting.

• PMP or project management experience.

  Skills:

• Strong project management and organizational skills with attention to detail.
• Excellent interpersonal and relationship-building abilities.
• Exceptional written and verbal communication skills.
• Analytical and problem-solving mindset with the ability to anticipate and address challenges.
• Proficiency with Microsoft Excel
• Ability to work collaboratively across departments and with senior leadership.

• Adaptable, proactive, and committed to continuous improvement.

  Supervisory Responsibilities:

• This position does not have direct supervisory responsibilities

• Serves as the central point of contact for acquired firm stakeholders, ensuring alignment of goals, timelines, and deliverables.

  Physical Demands/Requirements:

The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus

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Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more atwww.mariner.com Mariner is committed to, and maintains, a drug-free workplace. For further information, click here