Senior Instructor, Technology & Analytics – Mariner Academy

Position Summary

The Senior Instructor, Technology & Analytics, ensures Mariner Academy’s advisors are equipped to leverage AI, advanced technology, and data analytics to enhance—not replace—the advisor-client relationship, preparing our enterprise for the evolving landscape of wealth management. As the Academy’s dedicated bridge between Innovation, IT, and our financial professionals, this role fosters technology adoption, data literacy, and operational excellence.

You will track the rapidly changing tech landscape, collaborating with IT and Innovation to monitor tools, updates, and protocols, and transform this knowledge into actionable, monthly learning integrated into each certification cohort’s regular meetings—eliminating the need for separate training. You will own the Academy’s analytics function: administering operational data, attendance, course completion, assessments, and flagging advisors not meeting minimum standards.

Working closely with business units, Innovation, IT, and Compliance, you will ensure our training reflects the most current tools and requirements, and will clearly communicate key analytics to Mariner Academy leadership. The strategic value of thi