Financial Advisor Training Specialist, Senior

Job Description

Partnering with business leaders, the Financial Advisor Training Specialist candidate will support our Operations Team to identify learning needs across the Mariner Independent organization and create comprehensive and adaptable learning solutions, training material and documentation in support of Mariner's future growth goals. This position will report directly to the Director of Network Operations. The selected candidate will possess a strong business aptitude and a great ability to lead and collaborate with cross functional teams.

Responsibilities

• Collaborate with Subject Matter Experts to create a library of instructor-led, online, webinar, and blended-learning options to provide the best learning outcomes for different learning styles.
• Build strong relationships with leaders throughout the firm, including partnering with leaders to design and deliver learning programs specific to business functions.
• Develop and delivery process documents and training resources, with ongoing review to ensure continued accuracy.
• Develop and promote effective communication strategies that lead to higher employee engagement and empower advisors to be successful within the Mariner Independent ecosystem.
• Conducts training programs that include but are not limited to web-based seminars, manuals/documentation, group sessions, training videos, and more.
• Responsible for driving continuous process improvement within training as Mariner Independent continuously evolves and grows.
• Continuously evaluate and if applicable, implement appropriate tools to execute training deliverables.
• Support the creation of programs that contribute to a positive culture and experience.
• Measure all development program results and overall effectiveness; continually refine programs to ensure successful performance outcomes.
• Develop and manage appropriate policies, processes, and procedures specific to the scope of training.
• Effectively collaborate with internal and external team members.
• Ensure accurate and timely delivery of material as well as communication of training output.
• Develop and maintain a change management process.
• Assist with key strategic initiatives and projects as needed.
  
  

Qualifications

• Bachelor’s degree in business, finance, or related field.
• Min of 7 years of experience in training and instructional design
• 5+ years leadership development training experience.
• Wealth management industry experience required.
• Previous experience working as a financial advisor will be a plus.
  
  

Skills And Knowledge

• Strong leadership and communication skills.
• Strong problem solving and critical thinking ability.
• Ability to adapt and be effective in a fast-paced and changing environment.
• Experience in collaborating with associates and teams from multiple locations.
• Ability to proactively identify opportunities to enhance and exceed our clients’ experience and expectations.
• Experience working with various learning management systems.
• Experience with the development and delivery of business processes/functional training in relation to technology solutions (i.e.. CRMs - SalesForce, Portfolio Accounting Systems – Orion or, Data Aggregation – By All Accounts, and Reporting Systems, Imaging and Workflow Systems, Portals, Learning Management Systems) will be preferred.
  
  

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $ 80,000/year to $110,000/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

EOE M/F/D/V

About Us

Mariner is a privately held, national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $122 billion in assets as of 12/31/23.* Learn more at www.mariner.com .

• AUA includes assets under management and assets under advisement for subsidiaries of Mariner Wealth Advisors, LLC
  
  

About The Team

Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.