---
title: 'Advisor Capability & Performance Manager, Mariner Academy at Mariner'
canonical: 'https://feeny.ai/job/advisor-capability-performance-manager-mariner-academy-mariner-united-states-z6w9tgk64j6w'
type: 'job'
last_seen: '2026-10-15'
---

# Advisor Capability & Performance Manager, Mariner Academy at Mariner

- **Company:** Mariner
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-06
- **Last confirmed live:** 2026-10-15
- **Apply:** https://jobs.ashbyhq.com/mariner-careers/e4af576f-cec1-47ed-8f5c-2f2466bf7d26

## Job description

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 this role is a highly tech-fluent advisor population and a single source of truth for Academy performance data that supports personalized development and accountability across the enterprise.

Essential Duties and Responsibilities

- Collaborate with IT, Innovation, and other stakeholders to maintain expert-level knowledge of AI and technology developments relevant to wealth management and advisor practice.
- Translate emerging technological advancements into practical, monthly learning opportunities delivered within each cohort's existing check-in meetings.
- Design and deliver a rotating curriculum covering AI in wealth management, productivity tools, technology-enabled advice, digital client experiences, automation, workflow optimization, and data-driven decision-making.
- Facilitate live demonstrations, Q&A sessions, and group discussions to build practical technology fluency during monthly cohort meetings.
- Administer and maintain operational data, tracking, and reporting infrastructure for Mariner Academy, including attendance, completion, and assessment performance.
- Track technology and tool utilization at both individual and cohort levels, sharing data transparently to motivate adoption and highlight best practices.
- Proactively flag individuals not meeting utilization, competency, or performance standards and support tailored development plans.
- Clearly communicate analytics and reporting insights to Mariner Academy leadership and program managers.
- Partner with business units, Innovation, IT, and Compliance to ensure all training reflects current tools, protocols, and regulatory requirements.
- Evaluate and recommend new technology and AI tools for integration into advisor practice and curriculum.
- Build and maintain reporting infrastructure connecting the learning management system with enterprise reporting platforms.
- Champion a human-centered, technology-empowered philosophy across all training and communication initiatives.

## Qualifications

Required Education and Experience

- Bachelor’s degree in business, technology, data analytics, or a related field, or equivalent professional experience.
- Demonstrated experience with a learning management system (e.g., Docebo or equivalent), Excel, and connecting multiple reporting platforms.
- Proven ability to translate technical or data-driven concepts to non-technical professional audiences.
- Strong analytical, reporting, and data visualization skills.

## Preferred Education and Experience

- Background in wealth management, financial planning, or a related financial services field.
- Experience with AI tools and emerging technologies in professional services or advisory settings.
- Experience working in partnership with IT, Innovation, or Compliance teams.
- Familiarity with organizational change management related to technology adoption.
- Willingness to learn and become proficient in Motivational Interviewing communication techniques within the first year.

## Skills

- AI literacy and technology fluency
- Data analytics and reporting
- Cross-functional collaboration (IT, Innovation, Compliance)
- Ability to translate technical concepts for professional audiences
- Facilitation and live demonstration skills
- Change management
- Business acumen
- Data storytelling and communication
- Self-driven execution
- Meticulous attention to detail

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.

By submitting your application, you agree to the collection and use of your personal information as described in our [Employee and Applicant Privacy Notice](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/).

## EOE M/F/D/V

## About Mariner

## Company Overview
- **One-liner**: Mariner is a privately held national financial services firm built to support modern wealth needs and the advisors who serve them, providing wealth management, investment solutions, and operational support.
- **Entity Type**: Private (privately held)
- **Headquarters**: Overland Park, Kansas, United States (based on company website and industry sources)
- **Founded**: 2006
- **Founders**: Marty Bicknell

## Core Business
- **Primary industry**: Financial services – wealth management, investment advisory, and RIA (Registered Investment Advisor) platform.
- **Target customers**: B2B (financial advisors, independent practices) and B2C (high-net-worth and mass-affluent clients served through advisors). Serves enterprise‑scale and independent advisors.
- **Mission or purpose statement**: “Positively impact the lives of many” by creating opportunities for clients, advisors, and communities.

## Products & Services
- **Wealth Management Platform**: A comprehensive suite of services including investment management, estate planning, tax advice, insurance, and wealth advisory backed by in‑house specialists.
- **Mariner Advisor Model**: Advisors join as firm employees with access to national‑scale resources, back‑office support, and collaboration.
- **Mariner Independent**: Advisors own their own practice while partnering with Mariner for infrastructure, compliance, and specialized expertise.
- **Corporate Services**: Support for tax professionals, operations, IT, marketing, HR, legal, and accounting & finance roles within the firm.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (privately held, no disclosed valuation)
- **Key Metric**: Over **$632 billion in assets under advisement** as of December 31, 2025. The firm started with $300 million in 2006.
- **Notable Investors/Partners**: Barron’s ranked Mariner #6 Mega RIA in 2025 (top five 100 RIAs from 2016‑2024). No external equity investors disclosed.
- **Growth Signals**: 
  - Sustained ranking as a top‑tier RIA.
  - Active acquisition strategy (multiple firms joining the Mariner family).
  - Continued investment in people, technology, and capabilities.
  - Donated through the Mariner Foundation in 2025.

## Competitive Advantages
- **Scale with autonomy**: Advisors gain the infrastructure and specialist teams of a national firm while retaining the ability to operate in the model that best fits their goals (employee‑advisor or independent).
- **In‑house expertise**: Dedicated teams in tax, estate planning, insurance, and investment management reduce the need for third‑party outsourcing.
- **Multiple partnership pathways**: Unique flexibility to join as an advisor, via acquisition, or as an independent practice owner—all under the same brand and support umbrella.
- **Culture of collaboration**: Knowledge‑sharing and team‑oriented environment with a focus on putting clients first.

## Strategic Focus
- **Growth through advisor support**: Positioned to help advisors navigate the expected exit of up to 110,000 advisors over the next decade (per McKinsey) by providing the infrastructure to scale their practices.
- **Continued expansion**: Building out geographic presence and service capabilities via acquisitions and organic development.
- **Technology and capability investment**: Ongoing updates to business operations infrastructure to allow advisors to focus on clients.
- **Deepening client relationships**: Expanding tax, estate, and insurance services that were often built in response to client needs.

## Why Work Here
- **Culture highlights**: Collaborative, team‑oriented, and driven by a “clients first” mantra. Values diversity and inclusion, and offers a sense of belonging to a shared mission.
- **Remote/hybrid/office policy**: Supports different ways of working—advisors and associates have flexibility to engage in‑office or remotely. “Dress for your day” policy.
- **Notable perks and benefits**:
  - Comprehensive healthcare (medical, vision, dental)
  - Paid time off, 11 paid holidays, parental leave
  - 401(k) with company match
  - Wellness program, HSA & FSA, life & AD&D insurance
  - Telehealth, associate assistance fund, health & wellness awards
  - Education reimbursement, wealth advisory services
  - Client and associate referral bonuses, peer recognition program
  - Paid volunteer hours, identity theft protection
  - Discounts at local and national stores
- **Engineering/IT culture**: Corporate opportunities in IT, operations, marketing, HR, legal, and finance—all part of building the platform that supports advisors.

## Sources
1. [joinmariner.com/about-mariner/](https://joinmariner.com/about-mariner/)
2. [marinerwealthadvisors.com/careers/](https://www.marinerwealthadvisors.com/careers/)
3. [joinmariner.com](https://joinmariner.com/)
4. [joinmariner.com/why-mariner](https://joinmariner.com/about-mariner/why-mariner/)
5. [jobs.ashbyhq.com/mariner-careers](https://jobs.ashbyhq.com/mariner-careers)

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