Position Summary
The Leader, CCC Coaching & Development is responsible for building, scaling, and continuously enhancing the Motivational Interviewing (MI)-based Client Centered Communication (CCC) curriculum at Mariner. Reporting to the Mariner Academy Executive Director, this role sets the standard for how financial professionals organization-wide build trust, drive engagement, and facilitate behavior change with clients.
This role ensures Mariner Academy's communication training is not a single event, but a disciplined, ongoing process reinforced by continuous coaching. Success is achieved through live facilitation for beginner, intermediate, and advanced groups, direct 1:1 coaching, and leveraging AI-enabled transcript coding to evaluate coaching quality and track advisor development at scale.
The Director, CCC Coaching & Development works closely with cross-functional teams and business-unit leaders to embed standardized CCC assessment and tracking in all certification paths. This leader also oversees a dedicated CCC Instructor to ensure coaching and facilitation capacity meets growing demand. The primary impact of this role is a measurable enterprise-wide increase in advisor-client trust and engagement, supporting Mariner Academy's certification goals.
Essential Duties and Responsibilities
Own the design and implementation of MI-based CCC curriculum across the Academy (beginner to advanced levels).
Facilitate live MI skills training for financial professionals and leaders, ensuring engaging and high-quality learning experiences.
Develop scalable CCC coaching, utilizing AI-driven transcript coding to enhance and evaluate 1:1 coaching efforts.
Provide 1:1 CCC coaching that helps advisors build proficiency and achieve measurable behavior change.
Collaborate with enterprise-wide stakeholders to support CCC competency assessment and tracking by business unit.
Supervise and grow a CCC Instructor to maintain facilitation quality and expand coaching support as enrollment increases.
Create and uphold CCC scoring rubrics and performance standards in partnership with Academy leadership.
Analyze advisor CCC performance data to identify coaching needs and shape personalized development plans.
Work with Learning Experience Managers to align CCC curriculum milestones with cohort schedules and certification tracks.
Foster cross-business unit relationships to champion a client-centered communication culture throughout the organization.
Coordinate logistics for both virtual and in-person training delivery, ensuring a consistent experience for distributed advisor teams.
Qualifications
Required Education and Experience
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.
Preferred Education and Experience
Membership in the Motivational Interviewing Network of Trainers (MINT).
MI coding expertise (e.g., MITI or comparable framework).
Previous 1:1 MI coaching experience.
Supervisory or people-management experience.
Experience in a finance-related field (wealth management, financial planning, institutional, tax, insurance, or trust).
Skills
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
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V
Skills Required
- Bachelor's degree in a related field or equivalent professional experience
- Experience facilitating live Motivational Interviewing-based skills training for professional or leadership audiences
- Experience delivering one-to-one Motivational Interviewing coaching or mentoring in a professional development setting
- Demonstrated success building and scaling Motivational Interviewing training content for distributed professional audiences
- Membership in the Motivational Interviewing Network of Trainers
- Motivational Interviewing coding expertise, such as MITI or a comparable framework
- Previous one-to-one Motivational Interviewing coaching experience
- Supervisory or people-management experience
- Experience in a finance-related field, such as wealth management, financial planning, institutional finance, tax, insurance, or trust
Mariner Wealth Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mariner Wealth Advisors and has not been reviewed or approved by Mariner Wealth Advisors.
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Healthcare Strength — Health coverage is described as robust, with low associate premiums, strong employer subsidy, and comprehensive options that include telehealth and therapy access.
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Leave & Time Off Breadth — Paid time off, parental leave, and 11 paid holidays are explicitly provided, complemented by paid volunteer hours that broaden time‑off support.
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Retirement Support — A 401(k) with company match is part of the core package and the plan is regarded positively within the overall benefits mix.
Mariner Wealth Advisors Insights
What We Do
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Wealth planning • Investment advisory services • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit marinerwealthadvisors.com.
