Mariner Holdings

  • Training Manager - Operations

    Job Location(s) US-KS-Overland Park
    Posted Date 2 weeks ago(11/6/2018 10:15 AM)
    MH - Mariner Holdings
    # of Openings
    Job Closing Date
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm.  Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.  Simply put, we exist to be advocates.  We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.


    The Training Manager will develop and deliver applicable training material, content and documentation within the scope of Operational functions that support all of Mariner Wealth Advisors.  Also, lead a team of associates responsible for the scope of operational training.


    This position will report directly to the Senior Vice President of Operations. A successful candidate for this role will have the ability to develop and deliver training and drive our strategy related to the operational training needs of the organization. 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.


    • Ensure team alignment of our Client First focus
    • Development and Delivery
    • Oversees training programs that include, but not limited to: web-based seminars, manuals/documentation, group sessions, training videos, and more
    • Develop and manage appropriate policies, processes and procedures specific to the scope of training
    • Effectively collaborate with business partners within the organization, including senior leadership
    • Ensure accurate and timely delivery of material
    • Ensure accurate and timely communication of training output to all levels and stakeholders within the organization, including senior leadership
    • Responsible for driving continuous process improvement within training as the organization continuously evolves and grows
    • Develop and Maintain a change management process
    • Key Stakeholder within Learning Management Systems solutioning
    • Continuously evaluate and if applicable, implement appropriate tools to execute training deliverables
    • Drive the strategic direction and effectively managing the deliverables of the training team
    • Manage Key Strategic Initiatives and Projects as needed
    • Responsible for associate development and performance management
    • Ability to lead, motivate and influence others
    • Ability to adapt and be effective in a fast-paced and changing environment
    • Manage and maintain any budgetary activities associated to the training team


    • Bachelor’s or Master’s Degree
    • 3+ years of Training experience, preferably within Wealth Management industry
    • 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, Portfolio Accounting Systems, Data Aggregation and Reporting Systems, Imaging and Workflow Systems, Portals, etc…)

    We welcome your interest in being a part of the Mariner Wealth Advisors’ team.   We offer our associates an innovative and challenging place to work with camaraderie and teamwork.  We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.





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