
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.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $105k - $135k / year
⏰ Full Time
🟠 Senior
🦅 H1B Visa Sponsor
👻 Ghost score 0%
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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.
• Design, develop, and facilitate the Cross-Serve Enablement workshop series • Facilitate in-person and virtual “Cross Serve in Action” workshops • Enhance understanding of each business unit’s strengths and offerings • Design interactive experiences that foster trust and relationship-building for client-first collaboration • Collaborate with business units to keep Cross Serve content current and aligned with emerging business needs • Co-create enterprise capstone projects that convert top-performer best practices into practical training for junior roles • Establish psychologically safe environments for open relationship-building • Drive communication and collaboration between Mariner Academy and enterprise business-unit partners • Apply adult learning theory to create scenario-based simulations • Model and reinforce a client-first, trust-based approach to cross-unit referrals • Measure, analyze, and report collaboration outcomes • Champion client-centered communication leadership in program delivery • Provide workshop support across the enterprise as needed
• Bachelor’s degree or equivalent professional experience • Demonstrated experience facilitating workshops or training sessions for professional audiences • Proven ability to build relationships and establish trust across diverse stakeholder groups • Experience facilitating both virtual and in-person training utilizing adult learning best practices • Familiarity with evidence-based communication techniques, such as Motivational Interviewing, or willingness to achieve proficiency within the first year • Background in finance or experience training business or leadership professionals • Workshop design and facilitation • Relationship-building and trust cultivation • Cross-functional collaboration • Adult learning program design • Client-centered communication • Curriculum and capstone project development • Change management • Self-directed execution
• Bonus eligibility • Progressive opportunities • Professional growth support • Community involvement opportunities • Innovative workplace • Camaraderie and teamwork culture • Work-life balance
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