Tech-Enabled Advisor Performance & Analytics Lead

Openkrill; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Openkrill seeks a Senior Instructor for Technology & Analytics at Mariner Academy. This role bridges Innovation, IT, and advisory professionals to foster tech adoption and data literacy.

You will own analytics, track course metrics, and deliver monthly, cohort-based learning integrated into ongoing sessions. You will design curricula on AI in wealth management, productivity tools, data-driven decision making, and client tech experiences, while partnering with Compliance to ensure regulatory

Qualifications

• Bachelor’s degree in business, technology, data analytics, or related field or equivalent experience.
• Experience with a learning management system (e.g., Docebo or equivalent), Excel, and connecting multiple reporting platforms.
• Ability to translate technical concepts for non-technical audiences and demonstrate strong analytical skills.

Responsibilities

• Collaborate with IT, Innovation, and Compliance to stay current on AI and tech developments relevant to wealth management.
• Translate tech learnings into monthly, cohort-based learning sessions.
• Design and deliver a rotating curriculum covering AI, productivity tools, digital client experiences, and data-driven decision making.
• Facilitate live demos, Q&A, and discussions to build practical tech fluency.
• Administer and maintain analytics, attendance, completion, and assessment data for Mariner Academy.

Skills

AI literacy

Data analytics

Cross-functional collaboration

Translate technical concepts

Facilitation skills

Change management

Business acumen

Data storytelling

Self-driven execution

Attention to detail

Education

Bachelor's degree or equivalent

Tools

Excel

Docebo LMS

Job description

Openkrill seeks a Senior Instructor for Technology & Analytics at Mariner Academy. This role bridges Innovation, IT, and advisory professionals to foster tech adoption and data literacy.

You will own analytics, track course metrics, and deliver monthly, cohort-based learning integrated into ongoing sessions. You will design curricula on AI in wealth management, productivity tools, data-driven decision making, and client tech experiences, while partnering with Compliance to ensure regulatory