Director, Advisor Growth & Strategy

mariner-careers; United States; On-site; USD 140,000 - 190,000; Full time

Job summary

Mariner Independent seeks a Director, Advisor Coaching & Strategy in the United States to act as a strategic advisor, coach, and thought leader. You will partner with advisors and leadership to enable growth and client engagement through the platform and solutions.

You will design scalable coaching programs, enhance consultative selling, and practice management, while enabling growth across the organization with KPI-driven learning resources and effective training delivery.

Qualifications

• Bachelor’s degree required
• Minimum of 10 years of experience in financial services, wealth management, advisor consulting, coaching, or practice management role to independent channels
• CFP® or equivalent industry designation preferred

Responsibilities

• Lead, coach, and develop a small team, establishing clear priorities and high-quality advisor development programs.
• Act as trusted advisor and strategic coach to Independent advisors to grow their businesses through effective practice management and guidance.
• Collaborate with Mariner Independent leadership to identify advisor development needs and deploy coaching/training solutions.
• Design and oversee scalable coaching programs, onboarding frameworks, career growth paths, and development initiatives.
• Provide individual and group coaching to improve discovery conversations, meeting effectiveness, and client engagement.
• Facilitate interactive training through workshops, role plays, and simulations.
• Mentor emerging advisors and support long‑term career trajectories.
• Create training guides, playbooks, and learning resources to drive adoption and impact.

Education

Bachelor’s degree

CFP or equivalent

Job description

Mariner Independent seeks a Director, Advisor Coaching & Strategy in the United States to act as a strategic advisor, coach, and thought leader. You will partner with advisors and leadership to enable growth and client engagement through the platform and solutions.

You will design scalable coaching programs, enhance consultative selling, and practice management, while enabling growth across the organization with KPI-driven learning resources and effective training delivery.