Senior Instructor – Technology & Analytics

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

📋 Description

• Collaborate with internal IT, Innovation, and associated teams to sustain advanced knowledge of AI and technological advancements pertinent to advisor practices.

• Convert emerging trends into actionable monthly learning segments for cohort check-in meetings.

• Create and deliver a curriculum that covers AI in wealth management, advisor productivity, technology-enabled advisory services, digital client interactions, automation, and data-informed decision-making.

• Conduct live demonstrations, respond to inquiries, and facilitate discussions during monthly cohort meetings.

• Oversee and uphold Mariner Academy data tracking and reporting, including attendance records, course completions, and assessment results.

• Provide actionable insights and clear performance analytics to Academy leadership, Executive Leadership, and Program Managers.

• Monitor technology and tool adoption and usage at both individual and cohort levels.

• Identify and highlight advisors who fall below utilization, competency, or performance benchmarks and facilitate personalized development plans.

• Work collaboratively across business units, Innovation, IT, and Compliance to ensure training materials align with regulatory and operational standards.

• Assess and recommend new technology and AI tools for integration into advisor practices and Academy curriculum.

• Develop and maintain a reporting infrastructure that connects the learning management system with enterprise analytics platforms.

• Advocate for technology that enhances the advisor's role and client relationships.

⛳️ Requirements

• Bachelor’s degree in business, technology, data analytics, or a related field, or equivalent experience.

• Proven experience with learning management systems (e.g., Docebo or similar), Excel, and integrating multiple reporting platforms.

• Demonstrated ability to convey technical or data-driven concepts to a non-technical, professional audience.

• Strong analytical and reporting capabilities.

• Background in wealth management, financial planning, or a related financial services field is preferred.

• Familiarity with AI tools and emerging technologies within professional services or advisory environments is preferred.

• Experience working collaboratively with IT, Innovation, or Compliance teams is preferred.

• Experience in organizational change management related to technology adoption is preferred.

• Willingness to learn Motivational Interviewing and achieve proficiency within the first year.

• AI literacy and technological fluency.

• Skills in data analytics and reporting.

• Ability to partner cross-functionally with IT, Innovation, and Compliance.

• Skills in facilitation and live demonstration.

• Change management expertise.

• Strong business acumen.

• Self-directed execution capabilities.

• Exceptional attention to detail.

• Legally authorized to work in the United States.

🏝️ Benefits

• Opportunity to earn bonuses and eligibility to participate in an incentive program.

• Professional development opportunities.

• Innovative workplace environment.

• Culture of camaraderie and teamwork.

• Work-life balance.

• A diverse culture that supports career aspirations.