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

Senior Manager, Mariner Academy - Client Centered Communication

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