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Mariner Wealth Advisors

Director, OCIO Operations

Posted 2 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
189K-250K Annually
Expert/Leader
Remote
Hiring Remotely in United States
189K-250K Annually
Expert/Leader
The Director of OCIO Operations is responsible for managing investment operations, vendor relationships, workflow design, and technology integration for OCIO client portfolios.
The summary above was generated by AI

Job Summary:

The Director, OCIO Investment Operations is responsible for building and managing the operational infrastructure of the Mariner OCIO platform. This role owns investment operations, vendor management, workflow design, technology integration, and auditability across all OCIO client portfolios.

This is a build-and-scale role requiring strong judgment, operational rigor, and the ability to impose structure in a growing platform.

Essential Duties and Responsibilities:

• Design and implement OCIO operating procedures, workflows, and controls.

• Own OCIO investment operations including trading coordination, cash movements, and reconciliations.

• Manage relationships with custodians, fund administrators, OMS/IBOR providers, and data vendors.

• Ensure proper controls and full auditability of all OCIO actions.

• Partner with Compliance on testing, documentation, and regulatory readiness.

• Lead technology implementation for OCIO portfolio management and automation.

  • Support OCIO client transitions and onboarding.

Required Education and Experience:

• 10+ years of investment operations experience in institutional or OCIO environments.

• Deep experience with custodial platforms, OMS/IBOR systems, and data workflows.

• Strong vendor management and implementation background.

  • Bachelor’s degree required

Preferred Education and Experience:

  • Advanced degree preferred

#LI-JS1

#LI-REMOTE

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.

EOE M/F/D/V

Top Skills

Custodial Platforms
Data Workflows
Ibor Systems
Oms

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