Leader, CCC Coaching & Development

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.