About the role

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