Senior Functional Skills Instructor

mariner-careers; United States; On-site; USD 120,000 - 150,000; Full time

Job summary

Mariner Academy seeks a Senior Instructor, Functional Skills to lead curriculum development and training for Functional Skills across Mariner’s financial services units. This role partners with business-unit leaders and SMEs to define capability standards and deliver scalable, engaging training that builds practical skills and professional judgment.

The candidate translates complex knowledge into hands-on learning, designs assessments, and expands the curriculum by collaborating with external

Qualifications

• Bachelor’s degree in finance, business, economics, accounting, education, organizational development, or related field.
• Professional designation such as CFP®, CFA®, CPA, ChFC®, CLU®, or similar industry credential.
• Experience training in functional skills within financial services (e.g., wealth management, financial planning, tax, institutional advising, investment banking, or insurance).
• Proven 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 in 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.

Responsibilities

• Own the Functional Skills learning domain within Mariner Academy, including curriculum strategy, design, delivery, evaluation, and continuous improvement for all financial services business units.
• Collaborate with business-unit leaders and subject matter experts to identify the functional knowledge, skills, behaviors, judgment, and best practices associates need for effective performance.
• Transform complex technical and functional expertise into engaging, practical learning that bridges theory with on-the-job effectiveness.
• Establish consistent functional skill standards and learning objectives across business units while tailoring content for domain-specific needs.
• Design and deliver training utilizing adult learning principles, experiential methods, real-world scenarios, practice, and feedback opportunities.
• Develop scalable training solutions that maintain consistency in associate capability while capitalizing on subject matter expertise within business units.
• Document and update functional skills, processes, and best practices in collaboration with subject matter experts, ensuring resources reflect evolving business practices, regulations, and evidence.
• Facilitate Functional Skills Capstone courses, both in person and virtually, to enable associates to demonstrate practical application of learned skills.
• Partner with external trainers and Mariner business units, as needed, to supplement and enhance functional skills training.
• Expand expertise to additional business-unit domains and continuously grow the Academy’s Functional Skills curriculum.
• Use established and validated skill metrics to evaluate and track learner performance in Capstone courses.
• Collaborate with Learning Experience Managers to support individualized development plans for associates requiring further skill development.
• Identify opportunities to retire outdated or unsupported practices and drive adoption of evidence-based approaches in partnership with subject matter experts and business leaders.

Skills

Functional knowledge

Curriculum design

Adult learning

Facilitation

Business partnership

Systems thinking

Assessment & measurement

Communication skills

Education

Bachelor's degree

Professional designation

Job description

Mariner Academy seeks a Senior Instructor, Functional Skills to lead curriculum development and training for Functional Skills across Mariner’s financial services units. This role partners with business-unit leaders and SMEs to define capability standards and deliver scalable, engaging training that builds practical skills and professional judgment.

The candidate translates complex knowledge into hands-on learning, designs assessments, and expands the curriculum by collaborating with external