Technology & Analytics Instructor for Wealth Advisors

Mariner; United States; On-site; USD 110,000 - 160,000; Full time

Job summary

Mariner Academy is seeking a Senior Instructor to bridge Innovation, IT, and advisory teams. This role will embed AI and technology learning into ongoing certification tracks and manage enterprise analytics for program impact.

You will design evolving curricula, deliver monthly cohort sessions, and produce governance-ready reports for leadership while tracking adoption and ensuring regulatory alignment across functions.

Qualifications

• Bachelor’s degree in business, technology, data analytics, or related field, or equivalent experience.
• Proven ability to translate technical or data-driven concepts for a non-technical, professional audience.
• Strong analytical and reporting expertise.
• Experience with learning management systems (e.g., Docebo) and Excel.
• Experience connecting multiple reporting platforms.

Responsibilities

• Maintain expert-level knowledge of AI and technology relevant to advisor practice.
• Translate developments into actionable monthly learning segments.
• Design and deliver a curriculum spanning AI, productivity, technology-enabled advice, data-driven decision making.
• Facilitate live demonstrations and guide monthly cohort discussions.
• 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 at the individual and cohort level.
• Identify and flag advisors who do not meet utilization, competency, or performance benchmarks.
• Clearly communicate analytics and reporting insights to Academy Executive Leadership and Program Managers.
• Collaborate across business units to ensure training materials meet current regulatory and operational standards.
• Evaluate and recommend new technology and AI tools for potential integration into the advisor practice and Academy curriculum.
• Develop and maintain reporting infrastructure connecting the learning management system with enterprise analytics platforms.
• Champion a philosophy in which technology enhances the advisor’s role and client relationship.

Skills

AI literacy

Data analytics

Cross-functional partnership

Translate technical concepts

Facilitation skills

Change management

Business acumen

Data storytelling

Self-directed execution

Attention to detail

Education

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

Experience with learning management systems (e.g., Docebo)

Tools

Docebo

Excel

Reporting platforms

Job description

Mariner Academy is seeking a Senior Instructor to bridge Innovation, IT, and advisory teams. This role will embed AI and technology learning into ongoing certification tracks and manage enterprise analytics for program impact.

You will design evolving curricula, deliver monthly cohort sessions, and produce governance-ready reports for leadership while tracking adoption and ensuring regulatory alignment across functions.