Advisor Development Lead, Functional Skills Training

Openkrill; United States; Remote; USD 110,000 - 160,000; Full time

Job summary

Openkrill seeks a seasoned Advisor Development Lead for Functional Skills to design, deliver, and evaluate curriculum across Mariner's financial services units. You will partner with business leaders and SMEs to define competencies and ensure consistent, high-quality training that translates theory into on-the-job performance.

You will apply adult learning principles, facilitate sessions in person and virtually, and drive scalable solutions with evidence-based methods.

Qualifications

• Bachelor-level degree or equivalent in a related field.
• Professional credential(s) such as CFP, CFA, CPA, ChFC, or CLU are preferred.
• Experience training functional skills in financial services.

Responsibilities

• Own functional skills learning domain, curriculum strategy, and evaluation.
• Collaborate with leaders and SMEs to define required competencies.
• Translate complex knowledge into practical, engaging training.
• Establish consistent skill standards across units and tailor content.

Skills

Functional skills grasp

Curriculum design

Adult learning

Facilitation

Business partnership

Systems thinking

Assessment & metrics

Evidence-based practice

Communication

Collaboration across units

Technology adaptability

Professional judgment

Education

Bachelor's degree in finance, business, economics, accounting, education, or related field

Professional credential (CFP/CFA/CPA/ChFC/CLU or similar)

Job description

Openkrill seeks a seasoned Advisor Development Lead for Functional Skills to design, deliver, and evaluate curriculum across Mariner's financial services units. You will partner with business leaders and SMEs to define competencies and ensure consistent, high-quality training that translates theory into on-the-job performance.

You will apply adult learning principles, facilitate sessions in person and virtually, and drive scalable solutions with evidence-based methods.