Senior Tech & Analytics Trainer for Wealth Advisors

Mariner Wealth Advisors; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Mariner Wealth Advisors seeks a Senior Instructor for Mariner Academy – Technology & Analytics to bridge Innovation, IT and advisory practices. You will translate AI developments into practical monthly learning segments and manage data, attendance, and assessments across cohorts.

You will collaborate with enterprise teams to ensure training aligns with regulatory and operational standards, deliver analytics to leadership, and drive technology-enabled advisor growth while safeguarding the client

Qualifications

• Bachelor’s degree or equivalent experience in business/tech/data analytics.
• Experience with learning management systems (e.g., Docebo) and Excel.
• Ability to translate technical concepts for a non-technical audience.
• Strong analytical and reporting capabilities.

Responsibilities

• Partner with IT, Innovation, and Compliance to stay current on AI and tech.
• Translate developments into monthly learning segments.
• Design and deliver a curriculum spanning AI, productivity, technology-enabled advice, digital client experiences, automation, and data-driven decision making.
• Facilitate live demonstrations, respond to questions, and guide discussions during monthly cohort meetings.
• Own and maintain data tracking and reporting for Mariner Academy, monitoring attendance, course completions, and assessment scores.
• Provide actionable reports to Academy leadership.
• Track adoption and effective utilization of technology and tools, motivating best practices and surfacing success stories.
• Flag advisors who do not meet utilization, competency, or performance benchmarks for development plans.
• Clearly communicate analytics to Academy Executive Leadership and Program Managers.
• Collaborate across business units to ensure training materials meet current regulatory standards.
• Evaluate and recommend new technology and AI tools for potential integration.
• Develop and maintain reporting infrastructure connecting the LMS with enterprise analytics platforms.
• Champion a philosophy that technology enhances the advisor’s role.

Skills

AI literacy

Data analytics

Cross-functional partnership

Translate technical concepts

Facilitation skills

Change management

Business acumen

Communication and storytelling withデータ

Self-directed execution

Meticulous attention to detail

Education

Bachelor’s degree in business, technology, data analytics, or related field

Tools

Docebo

Excel

Reporting platforms

Job description

Mariner Wealth Advisors seeks a Senior Instructor for Mariner Academy – Technology & Analytics to bridge Innovation, IT and advisory practices. You will translate AI developments into practical monthly learning segments and manage data, attendance, and assessments across cohorts.

You will collaborate with enterprise teams to ensure training aligns with regulatory and operational standards, deliver analytics to leadership, and drive technology-enabled advisor growth while safeguarding the client