---
title: 'Senior Associate, Corporate Development & Strategy at Mariner'
canonical: 'https://feeny.ai/job/senior-associate-corporate-development-strategy-mariner-united-states-s758w4r82vyn'
type: 'job'
last_seen: '2026-09-10'
---

# Senior Associate, Corporate Development & Strategy at Mariner

- **Company:** Mariner
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-09
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.ashbyhq.com/mariner-careers/6d3cbf47-d08f-4991-bdf4-9757b2aa4185

## 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, we encourage you to apply. 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](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/).

## EOE M/F/D/V

## About Mariner

## Company Overview
- **One-liner**: Mariner is a privately held national financial services firm built to support modern wealth needs and the advisors who serve them, providing wealth management, investment solutions, and operational support.
- **Entity Type**: Private (privately held)
- **Headquarters**: Overland Park, Kansas, United States (based on company website and industry sources)
- **Founded**: 2006
- **Founders**: Marty Bicknell

## Core Business
- **Primary industry**: Financial services – wealth management, investment advisory, and RIA (Registered Investment Advisor) platform.
- **Target customers**: B2B (financial advisors, independent practices) and B2C (high-net-worth and mass-affluent clients served through advisors). Serves enterprise‑scale and independent advisors.
- **Mission or purpose statement**: “Positively impact the lives of many” by creating opportunities for clients, advisors, and communities.

## Products & Services
- **Wealth Management Platform**: A comprehensive suite of services including investment management, estate planning, tax advice, insurance, and wealth advisory backed by in‑house specialists.
- **Mariner Advisor Model**: Advisors join as firm employees with access to national‑scale resources, back‑office support, and collaboration.
- **Mariner Independent**: Advisors own their own practice while partnering with Mariner for infrastructure, compliance, and specialized expertise.
- **Corporate Services**: Support for tax professionals, operations, IT, marketing, HR, legal, and accounting & finance roles within the firm.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (privately held, no disclosed valuation)
- **Key Metric**: Over **$632 billion in assets under advisement** as of December 31, 2025. The firm started with $300 million in 2006.
- **Notable Investors/Partners**: Barron’s ranked Mariner #6 Mega RIA in 2025 (top five 100 RIAs from 2016‑2024). No external equity investors disclosed.
- **Growth Signals**: 
  - Sustained ranking as a top‑tier RIA.
  - Active acquisition strategy (multiple firms joining the Mariner family).
  - Continued investment in people, technology, and capabilities.
  - Donated through the Mariner Foundation in 2025.

## Competitive Advantages
- **Scale with autonomy**: Advisors gain the infrastructure and specialist teams of a national firm while retaining the ability to operate in the model that best fits their goals (employee‑advisor or independent).
- **In‑house expertise**: Dedicated teams in tax, estate planning, insurance, and investment management reduce the need for third‑party outsourcing.
- **Multiple partnership pathways**: Unique flexibility to join as an advisor, via acquisition, or as an independent practice owner—all under the same brand and support umbrella.
- **Culture of collaboration**: Knowledge‑sharing and team‑oriented environment with a focus on putting clients first.

## Strategic Focus
- **Growth through advisor support**: Positioned to help advisors navigate the expected exit of up to 110,000 advisors over the next decade (per McKinsey) by providing the infrastructure to scale their practices.
- **Continued expansion**: Building out geographic presence and service capabilities via acquisitions and organic development.
- **Technology and capability investment**: Ongoing updates to business operations infrastructure to allow advisors to focus on clients.
- **Deepening client relationships**: Expanding tax, estate, and insurance services that were often built in response to client needs.

## Why Work Here
- **Culture highlights**: Collaborative, team‑oriented, and driven by a “clients first” mantra. Values diversity and inclusion, and offers a sense of belonging to a shared mission.
- **Remote/hybrid/office policy**: Supports different ways of working—advisors and associates have flexibility to engage in‑office or remotely. “Dress for your day” policy.
- **Notable perks and benefits**:
  - Comprehensive healthcare (medical, vision, dental)
  - Paid time off, 11 paid holidays, parental leave
  - 401(k) with company match
  - Wellness program, HSA & FSA, life & AD&D insurance
  - Telehealth, associate assistance fund, health & wellness awards
  - Education reimbursement, wealth advisory services
  - Client and associate referral bonuses, peer recognition program
  - Paid volunteer hours, identity theft protection
  - Discounts at local and national stores
- **Engineering/IT culture**: Corporate opportunities in IT, operations, marketing, HR, legal, and finance—all part of building the platform that supports advisors.

## Sources
1. [joinmariner.com/about-mariner/](https://joinmariner.com/about-mariner/)
2. [marinerwealthadvisors.com/careers/](https://www.marinerwealthadvisors.com/careers/)
3. [joinmariner.com](https://joinmariner.com/)
4. [joinmariner.com/why-mariner](https://joinmariner.com/about-mariner/why-mariner/)
5. [jobs.ashbyhq.com/mariner-careers](https://jobs.ashbyhq.com/mariner-careers)

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