Senior Instructor – Functional Skills

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the Functional Skills learning domain within Mariner Academy for financial services business units.

• Spearhead the strategy, design, delivery, evaluation, and ongoing enhancement of the curriculum.

• Collaborate with leaders from business units and subject matter experts to pinpoint essential functional knowledge, skills, behaviors, judgment, and best practices.

• Convert intricate technical and functional expertise into engaging and practical learning experiences.

• Set uniform functional skill standards and learning objectives while customizing content to meet domain-specific requirements.

• Create and deliver training utilizing adult learning principles, experiential methods, real-world scenarios, practice, and constructive feedback.

• Develop training solutions that are scalable, ensuring a balance between consistency and the specialized knowledge of business units.

• Document and revise functional skills, processes, and best practices as business practices, regulations, and evidence progress.

• Facilitate Functional Skills Capstone courses both in-person and online.

• Collaborate with external trainers and Mariner business units to enhance training initiatives.

• Broaden expertise into additional business-unit domains and expand the curriculum.

• Utilize validated skill metrics to assess and monitor learner performance.

• Partner with Learning Experience Managers on customized development plans.

• Identify and phase out outdated practices, promoting evidence-based methodologies.

⛳️ Requirements

• Bachelor’s degree in finance, business, economics, accounting, education, organizational development, or a related discipline; or an equivalent blend of education and pertinent professional experience.

• Relevant professional certification such as CFP®, CFA®, CPA, ChFC®, CLU®, or a comparable industry credential.

• Experience in training functional skills within at least one financial services sector.

• Proficient in translating complex technical knowledge into impactful training, instruction, coaching, or similar learning experiences for professionals.

• Experience collaborating with subject matter experts and business-unit leaders to define role-specific competencies and performance expectations.

• Background in designing or delivering learning that links technical knowledge to workplace application, professional judgment, and performance.

• Experience facilitating learning for adult professionals in-person, virtually, or through blended formats.

• Extensive functional knowledge and practical experience in at least one financial services discipline.

• Expertise in training and curriculum design.

• Comprehensive understanding and application of adult learning principles and experiential learning techniques.

• Excellent facilitation skills for both in-person and virtual instruction.

• Strong business partnership abilities.

• Systems thinking and the capability to align common functional skills across professions.

• Skills in assessing and measuring learning outcomes using validated standards.

• Commitment to evidence-based practice and continual improvement.

• Outstanding written and verbal communication skills.

• Proven ability to collaborate across units, disciplines, and organizational levels.

• Adaptability to technology and AI-enabled tools.

• Strong professional judgment concerning standardization and regulatory compliance.

• Must be legally authorized to work in the United States.

🏝️ Benefits

• Eligibility for bonus/incentive programs.

• Additional compensation and/or benefits may be available.

• Opportunities for progressive professional growth.

• Support for achieving career objectives.

• A diverse and inclusive work culture.

• An innovative workplace environment.

• A focus on camaraderie and teamwork.

• A commitment to work-life balance.