
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
💵 $105.7k - $154.3k / year
⏰ Full Time
🟠 Senior
👔 Manager
🦅 H1B Visa Sponsor
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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.
• Own the design and implementation of MI-based Client Centered Communication curriculum across beginner to advanced levels • Facilitate live MI skills training for financial professionals and leaders • Develop scalable CCC coaching using AI-driven transcript coding to enhance and evaluate 1:1 coaching • Provide 1:1 CCC coaching to build advisor proficiency and achieve measurable behavior change • Collaborate with enterprise-wide stakeholders on CCC competency assessment and tracking by business unit • Supervise and grow a dedicated CCC Instructor • Create and uphold CCC scoring rubrics and performance standards with Academy leadership • Analyze advisor CCC performance data to identify coaching needs and shape personalized development plans • Align CCC curriculum milestones with cohort schedules and certification tracks • Foster cross-business-unit relationships to promote a client-centered communication culture • Coordinate logistics for virtual and in-person training delivery for distributed advisor teams • Report to the Mariner Academy Executive Director
• Bachelor’s degree in a related field, or equivalent professional experience • Experience facilitating live, MI-based skills training for professional or leadership audiences • Experience delivering 1:1 MI coaching or mentoring in a professional development setting • Demonstrated success in building and scaling MI training content for distributed professional audiences • Membership in the Motivational Interviewing Network of Trainers (MINT) preferred • MI coding expertise, such as MITI or a comparable framework, preferred • Previous 1:1 MI coaching experience preferred • Supervisory or people-management experience preferred • Experience in a finance-related field preferred • Motivational Interviewing (MI) facilitation and coaching • Curriculum design and instructional development • Coaching and talent development • Data-driven performance evaluation • Technology fluency and adaptability • Cross-functional relationship management • People leadership and supervision • Self-directed program management • Legally authorized to work in the United States
• Bonus/incentive program eligibility • Additional compensation and/or benefits may be available • Professional growth opportunities • Innovative workplace • Work-life balance • Diverse and supportive culture • Camaraderie and teamwork
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