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Senior Manager, Mariner Academy

MarinerWealth Management company
United StatesManager
Leonard Green & Partners
NB Alternative Advisers
Neuberger Berman
Penfund
People / HR / RecruitmentNew

About the role

TL;DR

Lead the design, scaling, and enhancement of MI-based communication training and coaching.

  • 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.
  • This role sets the standard for how financial professionals organization-wide build trust, drive engagement, and facilitate behavior change with clients.
  • Key Responsibilities Own the design and implementation of MI-based CCC curriculum across the Academy.
  • Facilitate live MI skills training and provide 1:1 coaching.
  • Develop scalable CCC coaching utilizing AI-driven transcript coding.
  • Collaborate with stakeholders to support CCC competency assessment and tracking.
  • Supervise and grow a CCC Instructor to expand coaching support.
  • Requirements Bachelor's degree or equivalent professional experience.
  • Experience facilitating live, MI-based skills training.
  • Experience delivering 1:1 MI coaching or mentoring.
  • Demonstrated success in building and scaling MI training content.
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Required skills

Coaching

Domain expertise

fintech

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