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United States
Hybrid
The Cross-Serve Leader is responsible for the comprehensive design, development, and facilitation of the Cross-Serve Enablement workshop series. This pivotal role transforms the firm-wide cross-serve strategy into practical, actionable habits that advisors at all levels can confidently apply: identifying client needs outside their business unit, trusting colleagues for referrals, and ensuring seamless client hand-off while safeguarding both client interests and existing relationships.
This position addresses two persistent challenges in cross-functional financial services organizations: a lack of understanding of other business units’ capabilities and insufficient trust to confidently refer clients across units. Rooted in the program’s core philosophy—cross-serve is client-led and fiduciary-driven, not merely cross-selling—the Cross-Serve Leader develops the skills and trust necessary for collaboration across Wealth, Institutional, Investment Banking, the Independent Platform, Insurance, Tax, and Trust Services. This enables advisors to naturally partner on client cases, delivering holistic solutions.
As a design-and-delivery expert, the Cross-Serve Leader authors curriculum, maintains shared program assets, creates client-case simulations, facilitates engaging workshops across all participant levels, and iterates program content based on feedback and observed performance.
Facilitate both in-person and virtual “Cross Serve in Action” workshops that enhance understanding of each business unit’s strengths and offerings.
Design interactive experiences that foster trust and relationship-building, supporting effective, client-first collaboration across the enterprise.
Collaborate with business units to ensure Cross Serve content remains current, relevant, and aligned with emerging business needs.
Co-create enterprise capstone projects that convert best practices from top performers into practical training for junior roles.
Establish psychologically safe environments that encourage open, candid relationship-building in all workshops.
Drive ongoing communication and collaboration between Mariner Academy and enterprise business-unit partners.
Apply adult learning theory to design engaging, scenario-based simulations for real-world application.
Model and reinforce a client-first, trust-based approach to cross-unit referrals rather than focusing on sales volume.
Measure, analyze, and report collaboration outcomes to continuously improve program effectiveness.
Demonstrate and champion a client-centered communication leadership style in all program delivery.
Provide workshop support across all areas of 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
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
