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Mariner Wealth Advisors

Associate, Procurement

full-time•United States•$45k - $60k

Summary

Location

United States

Salary

$45k - $60k

Type

full-time

Experience

0-2 years

Company links

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About this role

 

The Associate, Procurement is an entry-level, high-impact support role responsible for managing procurement request tickets, customer communications, document coordination, and administrative execution. This role serves as the front line of the procurement process—ensuring requests move quickly, stakeholders stay informed, documents are collected, meetings are scheduled, and approvals are secured. The ideal candidate is exceptionally organized, process-oriented, service-driven, and thrives in a fast-paced, high-volume environment.

Essential Duties and Responsibilities:

Procurement Request & Ticket Management

  • Manage incoming procurement requests through a ticketing/workflow system
  • Ensure requests are properly documented, categorized, and routed
  • Track request status from intake through completion
  • Follow up on stalled items to drive cycle-time efficiency

Customer Communication & Support

  • Serve as a primary point of contact for internal customers
  • Provide frequent, clear status updates on requests
  • Communicate next steps, timelines, and documentation needs
  • Deliver high-level customer service with a professional, solutions-oriented mindset

Administrative & Document Support

  • Collect required documentation for contracts, renewals, and new purchases
  • Track approvals and signature status
  • Prepare and organize procurement files and records
  • Support contract routing and execution workflow
  • Maintain structured digital recordkeeping

Meeting & Coordination Support

  • Schedule meetings with business owners, legal, security, IT, and vendors
  • Prepare agendas and capture follow-ups when needed
  • Coordinate calendars and ensure stakeholders are aligned

Process & Operational Support

  • Follow defined procurement processes and controls
  • Support process improvements as volume scales
  • Maintain accuracy, consistency, and audit readiness
  • Assist with reporting, metrics, and dashboards as needed

Preferred Education, Skills and Experience:

  • 0–3 years of experience in administration, operations, procurement, or business support
  • Strong organizational and time-management skills
  • Excellent written and verbal communication
  • High attention to detail and follow-through
  • Comfortable working in a ticket-driven, deadline-focused environment
  • Proficiency with Microsoft Office (Outlook, Excel, Teams, Word)
  • Strong customer service and professional judgment
  • Highly organized and process-oriented
  • Self-starter with strong initiative
  • Comfortable managing multiple priorities simultaneously
  • Service-driven mindset
  • Strong follow-up discipline
  • Reliable, consistent executor

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

Work Environment: 

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $45,000.00/year to $60,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

 

#LI-JS1

#LI-REMOTE

EOE/M-F/D/V


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 at www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here.
Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.

What you'll do

  • The Associate, Procurement manages procurement request tickets, customer communications, document coordination, and administrative execution. This role ensures requests move quickly, stakeholders stay informed, and approvals are secured.

About Mariner Wealth Advisors

Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

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Frequently Asked Questions

What does Mariner Wealth Advisors pay for a Associate, Procurement?

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Mariner Wealth Advisors offers a competitive compensation package for the Associate, Procurement role. The salary range is USD 45k - 60k per year. Apply through Clera to learn more about the full compensation details.

What does a Associate, Procurement do at Mariner Wealth Advisors?

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As a Associate, Procurement at Mariner Wealth Advisors, you will: the Associate, Procurement manages procurement request tickets, customer communications, document coordination, and administrative execution. This role ensures requests move quickly, stakeholders stay informed, and approvals are secured..

Is the Associate, Procurement position at Mariner Wealth Advisors remote?

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The Associate, Procurement position at Mariner Wealth Advisors is based in United States, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Associate, Procurement position at Mariner Wealth Advisors?

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You can apply for the Associate, Procurement position at Mariner Wealth Advisorsdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.
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