Practice Management Consultant

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $125k - $175k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💼 Consultant

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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

• Design and lead advisor coaching and training programs centered on storytelling, consultative conversations, and relationship-building. • Facilitate engaging training using role play, simulations, and case studies to build advisor communication and presentation skills. • Coach advisors individually and in groups to enhance client meeting impact, discovery conversations, and business development effectiveness. • Develop scalable coaching tools utilizing AI technology for performance assessment and personalized feedback. • Create training resources, playbooks, and conversation frameworks that promote consistent, effective storytelling across the firm. • Deliver in-person and virtual training workshops for advisors at all experience levels. • Help advisors clearly and persuasively communicate complex financial topics in client-friendly ways. • Collaborate with leadership and stakeholders to identify advisor development needs and implement targeted training solutions.

🎯 Requirements

• Bachelor’s Degree required • Minimum 7 years’ financial services or wealth management experience • CFP® preferred • Proficiency in Salesforce, Orion, eMoney, and Nitrogen preferred

🏖️ Benefits

• Health insurance • Retirement plans • Professional development • Work-life balance