Director, Advisor Coaching – Strategy

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $150k - $250k / year

⏰ Full Time

🔴 Lead

👔 Director

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Act as a trusted advisor and strategic coach to Independent advisors • Design, build, and oversee comprehensive advisor coaching and development programs • Provide individual and group coaching to advisors • Facilitate interactive training using workshops, role plays, peer coaching, simulations, and case-study-based methodologies • Develop scalable frameworks, growth paths, onboarding programs, and professional development initiatives • Cultivate internal advisor talent by identifying development needs and mentoring emerging advisors • Collaborate closely with Mariner Independent leadership to determine advisor development needs • Create effective training guides, playbooks, conversation frameworks, and learning resources • Support advisors in leveraging all available Mariner Independent technology • Assist advisors in clearly articulating their value proposition • Establish and monitor metrics, feedback loops, and performance benchmarks • Foster a culture of continuous learning, collaboration, accountability, and excellence

🎯 Requirements

• Bachelor’s degree • Minimum of 10 years of experience in financial services, wealth management, advisor consulting, coaching, or practice management role to independent channels • Preferred Education and Experience: CFP® or equivalent industry designation

🏖️ Benefits

• We believe in giving associates progressive opportunities • Actively nurturing professional growth • Giving back to the community • Dedicated to building a diverse culture