Senior Manager, Academy

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 orting 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.

• 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.

• 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.

• 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).

• 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.

EOE M/F/D/V