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Role 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.

• Build and maintain a trust-based relationship with newly acquired firms through consistent and proactive communication, thoughtful consideration, and the embodiment of Mariner Values.
• Develop and execute a comprehensive project plan focused on the integration of newly acquired firms and entities to Mariner technology, processes, and policies.
• Oversee the migration of newly acquired firm technology, specifically tools related to operations, trading and client reporting.
• Manage the transition of operational functions, including billing, trading, reconciliation and Client PMS data.
• Work closely with internal stakeholders throughout the acquisition, transition and integration timeline to ensure a smooth integration process.
• 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.
• 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.
• Identify potential risks associated with the integration process and develop strategies to mitigate as needed.
• Maintain accurate records and documentation related to the integration process, including project plans, timelines, and status reports.

Qualifications

• 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.

Requirements

• 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.