Director, Advisor Coaching – Strategy

🕒 Junho 11

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $150.000 - $250.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

👻 Score fantasma 36%

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Mariner

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💼 Consultoria

🛡️ Seguros

💸 Finanças

💰 $75.000.000 Debt financing em 2022-02

Consulting • Insurance • Finance

A Mariner é uma empresa de gestão de patrimônio nacional que oferece serviços abrangentes de planejamento financeiro e gestão de investimentos para indivíduos, famílias, consultores e empresas. A empresa oferece soluções integradas, incluindo planejamento patrimonial, planejamento e preparação tributária, serviços de espólio e trustes, soluções de seguros, serviços de planos de aposentadoria, gestão de caixa institucional, e serviços de avaliação e consultoria. A Mariner apoia consultores com equipes internas e atende a uma variedade de segmentos de clientes—executivos, atletas profissionais, profissionais da área médica e odontológica, e proprietários de empresas—focando em aconselhamento fiduciário e estratégias patrimoniais colaborativas e sofisticadas.

Descrição

• Serve as a strategic advisor, coach, and thought leader supporting the growth, development, and long-term success of advisors in the Mariner Independent business line • Partner with advisors and leadership to enable business growth and scalability through Mariner Independent’s platform, resources, and solutions • Lead, coach, and develop a small team • Act as a trusted advisor and strategic coach to Independent advisors • Identify advisor development needs and deploy focused coaching and training solutions • Design, build, and oversee scalable advisor coaching and development programs, including onboarding frameworks, career growth paths, and professional development initiatives • Provide individual and group coaching focused on discovery conversations, meeting effectiveness, presentation skills, executive presence, confidence, and performance • Facilitate interactive training through workshops, role plays, peer coaching, simulations, and case studies • Identify development needs, mentor emerging advisors, and support long-term career trajectories • Create training guides, playbooks, conversation frameworks, and learning resources • Support advisors in using technology, resources, and wealth management solutions to improve efficiency, client service, and business growth • Help advisors articulate value propositions and communicate complex financial concepts in a client-friendly manner • Build, validate, implement, and monitor KPIs, feedback loops, and performance benchmarks • Develop and deliver presentations to C-suite executives, translating data and strategic insights into recommendations and business decisions

🎯 Requisitos

• Bachelor’s degree • Minimum of 10 years of experience in financial services, wealth management, advisor consulting, coaching, or practice management roles serving independent channels • CFP® or equivalent industry designation preferred • Ability to lead, coach, and develop a small team • Experience developing and delivering scalable coaching, training, and professional development programs • Knowledge of consultative selling, communication, business development, relationship management, practice management, and client engagement • Ability to provide individual and group coaching • Ability to facilitate workshops, role plays, peer coaching, simulations, and case-study-based training • Ability to create training guides, playbooks, conversation frameworks, and learning resources • Ability to leverage wealth management technology, resources, and solutions • Ability to develop and monitor KPIs, feedback loops, and performance benchmarks • Ability to present performance data and strategic insights to C-suite executives • Legally authorized to work in the United States

🏖️ Benefícios

• Bonus/incentive program eligibility • Additional compensation and/or benefits may be available • Progressive professional growth opportunities • Innovative workplace • Camaraderie and teamwork culture • Work-life balance • Support for career goals • Diverse culture • Community involvement opportunities