Overview:

If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

The Senior Associate, Learning & Development position will support the Operations Team to develop and deliver applicable training material, content and documentation tailored to Mariner Independent. Also, develop and promote effective communication strategies that lead to higher employee engagement and empower advisors affiliated with Mariner Independent.

Partnering with business leaders, the individual will identify learning needs across the Mariner organization in order to create comprehensive, adaptable learning solutions that support Mariner's future growth goals. This position will report directly to the Director of Network Operations. A successful candidate for this role will have the ability to develop and deliver training to drive our strategy related to the training needs of the business unit. The right candidate will also possess strong business aptitude and ability to lead and collaborate with cross functional teams, as well as, quantify the value proposition of all their output.

Responsibilities:

Development and delivery of process documents and training resources, with ongoing review to ensure continued accuracy.
Conducts training programs that include, but 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 enhance our associate engagement and contribute to a positive culture and experience.
Collaborate with Subject Matter Experts to develop 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.
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.
Ensure accurate and timely communication of training output.
Develop and maintain a change management process.
Assist with key strategic initiatives and projects as needed.
Responsible for associate development and performance management.
Ability to adapt and be effective in a fast-paced and changing environment.

Qualifications:

Education/Experience:

Bachelor’s degree in Human Resources, Organizational Development, Education or related field.
5+ years experience in training and instructional design.
5+ years leadership development training experience.
Financial service experience a plus.

Skills:

Strong leadership abilities.
Strong communication skills.
Strong problem solving and critical thinking ability.
Adapt to a fast-pace, changing environment. High change management aptitude.
Experience in collaborating with associates and teams in multiple locations.
Ability to proactively identify opportunities to enhance and exceed our Client experience and expectations.
Experience in working with various learning management systems.
Preferred: Experience in development and delivery of business processes/functional training in relation to technology solutions (ie. CRMs - SalesForce, Portfolio Accounting Systems – Orion or, Data Aggregation – By All Accounts, and Reporting Systems, Imaging and Workflow Systems, Portals, Learning Management Systems).

Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.

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.

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Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 – 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

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Senior Associate, Learning & Development