Senior Instructor – Functional Skills

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $105k - $135k / year

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Own the Functional Skills learning domain within Mariner Academy across financial services business units • Lead curriculum strategy, design, delivery, evaluation, and continuous improvement • Collaborate with business-unit leaders and subject matter experts to identify functional knowledge, skills, behaviors, judgment, and best practices • Transform complex technical and functional expertise into engaging, practical learning • Establish consistent functional skill standards and learning objectives while tailoring content to domain-specific needs • Design and deliver training using adult learning principles, experiential methods, real-world scenarios, practice, and feedback • Develop scalable training solutions that balance consistency with business-unit subject matter expertise • Document and update functional skills, processes, and best practices as business practices, regulations, and evidence evolve • Facilitate Functional Skills Capstone courses in person and virtually • Partner with external trainers and Mariner business units to enhance training • Expand expertise into additional business-unit domains and grow the curriculum • Use validated skill metrics to evaluate and track learner performance • Collaborate with Learning Experience Managers on individualized development plans • Identify and retire outdated practices and drive evidence-based approaches

🎯 Requirements

• Bachelor’s degree in finance, business, economics, accounting, education, organizational development, or a related field; or an equivalent combination of education and relevant professional experience • Relevant professional designation such as CFP®, CFA®, CPA, ChFC®, CLU®, or similar industry credential • Experience training in functional skills within at least one financial services field • Ability to translate complex technical knowledge into impactful training, instruction, coaching, or related learning experiences for professionals • Experience partnering with subject matter experts and business-unit leaders to define role-specific competencies and performance expectations • Background designing or delivering learning that connects technical knowledge to workplace application, professional judgment, and performance • Experience facilitating learning for adult professionals in-person, virtually, or in blended settings • Deep functional knowledge and practical experience in at least one financial services discipline • Expertise in training and curriculum design • In-depth understanding and application of adult learning principles and experiential learning methods • Excellent facilitation skills for in-person and virtual delivery • Strong business partnership skills • Systems thinking and ability to align common functional capabilities across professions • Skills in assessment and measurement of learning outcomes using validated standards • Commitment to evidence-based practice and continuous improvement • Exceptional written and verbal communication skills • Proven collaboration skills across units, disciplines, and organizational levels • Adaptability with technology and AI-enabled tools • Strong professional judgment regarding standardization and regulatory requirements • Must be legally authorized to work in the United States

🏖️ Benefits

• Bonus/incentive program eligibility • Additional compensation and/or benefits may be available • Progressive professional growth opportunities • Support for career goals • Diverse and inclusive workplace culture • Innovative workplace • Camaraderie and teamwork • Work-life balance