Associate, Learning & Development
About The Position
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 can 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 $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here. At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.
Requirements
- 1-3 years of experience in instructional design and development or related field, preferably in finance or banking environment.
- Bachelor's degree in Instructional Design, Education, Communications, or related field preferred.
- Proficiency with LMS platforms and eLearning authoring tools (including Storyline, SnagIt, Photoshop, Microsoft Product Suite, Camtasia, Adobe Product Suite including Captivate, etc.) preferred
- Demonstrated ability to design learning solutions across multiple modalities, including self-paced and instructor-led formats.
- Comfort with public speaking, instructional communication, and facilitating or supporting live training sessions.
- Strong written and verbal communication skills, with the ability to translate complex concepts for diverse audiences.
- Proven ability to quickly learn and apply new software platforms, products, and business concepts.
- Ability to manage multiple projects and priorities while consistently meeting deadlines.
- Proactive, solutions-oriented mindset with strong problem-solving skills.
- Experience documenting instructional design processes and maintaining organized development records.
- Demonstrated experience with a portfolio showcasing instructional design work, creativity, and technical proficiency across multiple learning formats.
Responsibilities
- Collaborate with team leads, and Subject Matter Experts (SMEs) to gather learning requirements and define training objectives.
- Translate complex financial concepts, products, and regulatory information into clear, concise, and engaging learning experiences.
- Ensure learning solutions are practical, field-relevant, and aligned with advisor and firm needs.
- Adhere to instructional design standards, templates, and guidance established by Learning & Development leadership
- Design and develop engaging, interactive learning content using a variety of instructional strategies and authoring tools.
- Create and maintain instructional materials across multiple modalities, including eLearning, instructor-led training (ILT), microlearning, simulations, job aids, and performance support tools.
- Incorporate real-world financial scenarios, case studies, and role-based activities to drive relevance and application.
- Apply adult learning principles, learning science, and modern design practices to improve learner engagement and retention.
- Deliver, support, or co-facilitate virtual instructor-led training sessions for advisors, firms, and internal stakeholders.
- Train and instruct advisors and firm audiences on learning content, tools, processes, and products.
- Partner with facilitators and business leaders to ensure consistent, high-quality delivery of learning experiences.
- Serve as a knowledgeable learning partner who can confidently communicate, present, and engage live audiences.
- Collect learner feedback and performance data to assess training effectiveness.
- Update learning content to reflect regulatory changes, product enhancements, Mariner policies, and industry best practices.
- Document development processes and maintain comprehensive development and revision records.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
