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United States
Hybrid
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
