Advisor Capability & Performance Manager, Mariner Academy

Mariner Wealth Advisors Advisor Capability & Performance Manager, Mariner Academy YesterdaySaved Remote United States 105K-130K Annually Senior level 105K-130K Annually Senior levelFinancial ServicesLeads technology and analytics instruction for wealth management advisors. Designs and delivers monthly education on AI, automation, productivity tools, digital client experiences, and data-driven decision-making. Manages academy data, reporting infrastructure, attendance, assessments, completion, and technology adoption metrics. Identifies performance gaps, supports development plans, communicates insights to leadership, and partners with IT, Innovation, Compliance, and business units to ensure current tools, protocols, and regulatory requirements are reflected in training.Top Skills: Artificial IntelligenceData VisualizationDoceboEnterprise Reporting PlatformsLearning Management SystemsExcel