Director, Advisor Coaching – Strategy

🕒 il y a 3 mois

🇺🇸 États-Unis – Télétravail

💵 $150 000 - $250 000 / an

⏰ Temps Plein

🔴 Expert

👔 Directeur

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 32%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Mariner

Site WebLinkedInTous les Emplois

1001 - 5000 employés

💼 Conseil

🛡️ Assurance

💸 Finance

💰 €75 000 000 Debt financing en 2022-02

Consulting • Insurance • Finance

Mariner est une société nationale de gestion de patrimoine qui fournit des services complets de planification financière et de gestion d'investissements à des particuliers, des familles, des conseillers et des entreprises. La société propose des solutions intégrées incluant la planification patrimoniale, la planification et la préparation fiscales, les services de succession et de fiducie, des solutions d'assurance, des services pour les régimes de retraite, la gestion de trésorerie institutionnelle, ainsi que des services d'évaluation et de conseil. Mariner accompagne les conseillers avec des équipes internes et dessert une gamme de segments de clients — cadres, athlètes professionnels, professionnels de la santé et de la dentisterie et propriétaires d'entreprises — en se concentrant sur un conseil fiduciaire et des stratégies patrimoniales collaboratives et sophistiquées.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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