
1001 - 5000 employees
đź’Ľ Consulting
🛡️ Insurance
đź’¸ Finance
đź’° $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.
🔥 12 hours ago
🇺🇸 United States – Remote
đź’µ $85k - $110k / year
⏰ Full Time
đźź Senior
🦅 H1B Visa Sponsor
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1001 - 5000 employees
đź’Ľ Consulting
🛡️ Insurance
đź’¸ Finance
đź’° $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.
• Facilitate live MI-based Client Centered Communication (CCC) training for beginner, intermediate, and advanced cohorts of financial professionals and leaders • Deliver engaging, evidence-based instruction that fosters measurable CCC competency • Support 1:1 CCC coaching sessions as needed • Code coaching transcripts using AI-enabled tools for scalable performance evaluation • Partner with enterprise stakeholders to align assessment tracking with minimum CCC competency metrics • Evaluate participant performance and deliver targeted feedback to support skill mastery • Adapt facilitation techniques for audiences ranging from junior advisors to senior leaders • Collaborate with Learning Experience Managers on training delivery, cohort scheduling, and milestones • Contribute to improvements in CCC training content and materials • Lead in-person or virtual training sessions as needed enterprise-wide
• Bachelor’s degree or equivalent professional experience • Demonstrated experience facilitating Motivational Interviewing (MI) skills-based training with professional audiences • Motivational Interviewing facilitation • Adult learning facilitation • Performance feedback and coaching • Technology fluency and adaptability • Audience adaptability • Cross-functional collaboration • Self-directed execution • Executive presence and communication • Membership in the Motivational Interviewing Network of Trainers (MINT) preferred • 1:1 Motivational Interviewing coaching experience preferred • Motivational Interviewing coding expertise preferred • Background in a finance-related field or experience training business or leadership professionals preferred
• Progressive opportunities • Professional growth support • Community involvement opportunities • Innovative workplace • Camaraderie and teamwork culture • Work-life balance • Incentive program eligibility, subject to program rules and individual and organizational performance • Additional compensation and/or benefits may be available
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