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Mariner Wealth Advisors
Education & Coaching 1h ago

Senior Instructor, Mariner Academy - CCC

Mariner Wealth Advisors
United StatesUnited States
Full-time
Not Disclosed
Senior-Level

Job Description

Key Skills Required

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The Senior Instructor, Mariner Academy - CCC plays a critical role in delivering enterprise-wide Client Centered Communication (CCC) training rooted in Motivational Interviewing (MI) techniques. As the principal facilitator, this position supports the professional growth of financial professionals and leaders by building trust-building and client engagement skills across all business units and experience levels.

The Senior Instructor ensures every cohort receives consistent, high-quality, evidence-based communication instruction. In addition to leading live training sessions, this role may provide 1:1 coaching and leverage AI tools for transcript coding to extend Mariner Academy’s coaching reach as the program scales. The Senior Instructor closely collaborates with team members and stakeholders to uphold standardized assessment tracking and measure progress against established CCC competency metrics.

Essential Duties and Responsibilities

  • Facilitate live MI-based CCC training for beginner, intermediate, and advanced cohorts of financial professionals and leaders.
  • Deliver engaging, evidence-based instruction that fosters measurable CCC competency.
  • Support 1:1 CCC coaching sessions as needed, reinforcing practical skill application.
  • Code coaching transcripts using AI-enabled tools to enable scalable performance evaluation.
  • Partner with enterprise stakeholders to ensure assessment tracking aligns with minimum CCC competency metrics.
  • Evaluate participant performance and deliver targeted feedback to support skill mastery.
  • Adjust facilitation techniques to suit varying audience seniority, from junior advisors to senior leaders.
  • Collaborate with Learning Experience Managers to synchronize training delivery with cohort scheduling and milestones.
  • Contribute to ongoing improvements in CCC training content and materials.
  • Lead in-person or virtual training sessions as needed to ensure quality delivery enterprise-wide.

Qualifications

Required Education and Experience

  • Bachelor’s degree or equivalent professional experience
  • Demonstrated experience facilitating MI skills-based training with professional audiences

Preferred Education and Experience

  • Membership in the Motivational Interviewing Network of Trainers (MINT)
  • 1:1 Motivational Interviewing coaching experience
  • Motivational Interviewing coding expertise
  • Background in a finance-related field or experience training business or leadership professionals

Skills

  • Motivational Interviewing facilitation
  • Adult learning facilitation
  • Performance feedback and coaching
  • Technology fluency and adaptability
  • Audience adaptability
  • Cross-functional collaboration
  • Self-directed execution
  • Executive presence and communication

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.

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Mariner Wealth Advisors

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Mariner Wealth Advisors (operating under marinerwealthadvisors.com) is the premier, enterprise-grade national wealth advisory pioneer, registered investment advisor (RIA) giant, and holistic financial orchestration powerhouse engineered to operate as the definitive, high-velocity asset management, strategic tax planning, specialized estate design, and corporate retirement consultation layer for individuals, high-net-worth families, and business institutions nationwide. The company completely eliminates the severe systemic friction of traditional wealth preservation—where clients lose long-term financial momentum to fragmented point-solutions, disconnected tax preparation loops, generic uncoordinated insurance brokers, and high-fee legacy broker-dealers—by deploying a deeply unified, advisor-led financial planning matrix. Moving far beyond traditional, passive automated robo-advisors or basic transactional investment registries, Mariner Wealth Advisors natively unifies active portfolio management across diverse multi-asset allocations, in-house specialized trust administration, proactive multi-state tax mitigation strategies, customized family office services, and business succession planning into a single high-availability client ecosystem. Consistently ranked by Barron's among the absolute top Registered Investment Advisers in the United States, the firm manages and advises on hundreds of billions of dollars in multi-tiered client assets with production-hardened fiduciary precision. Under the hood, its sophisticated corporate core—backed by elite institutional equity partners including Leonard Green & Partners—coordinates high-concurrency client reporting systems, unified direct-indexing engines, specialized research analytics portals, and strict regulatory compliance bridges engineered to withstand rigorous SEC oversight while maximizing after-tax wealth velocity. What sets Mariner Wealth Advisors apart is its uncompromising dedication to replacing disjointed, isolated investment management loops with absolute multi-disciplinary advisory transparency and capital momentum; by bridging the gap between performance-intensive institutional market intelligence and personalized front-line financial destiny fulfillment, the enterprise remains the definitive cornerstone of modern algorithmic wealth management and large-scale asset transformation.

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Senior Instructor, Mariner Academy - CCC at Mariner Wealth Advisors | HireSkys