Director, Advisor Coaching – Strategy

🕒 June 11

🇺🇸 United States – Remote

💵 $150k - $250k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 32%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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