--- title: 'Instructor, Mariner Academy - Client Centered Communication at Mariner' canonical: 'https://feeny.ai/job/instructor-mariner-academy-client-centered-communication-mariner-united-states-rszgnb6g3mh0' type: 'job' last_seen: '2026-09-10' --- # Instructor, Mariner Academy - Client Centered Communication at Mariner - **Company:** Mariner - **Location:** United States - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-08-27 - **Last confirmed live:** 2026-09-10 - **Apply:** https://jobs.ashbyhq.com/mariner-careers/1e80b30e-25c5-4738-93b3-f198e79befac ## Job description Position Summary The 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. By submitting your application, you agree to the collection and use of your personal information as described in our [Employee and Applicant Privacy Notice](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/). ## EOE M/F/D/V ## About Mariner ## Company Overview - **One-liner**: Mariner is a privately held national financial services firm built to support modern wealth needs and the advisors who serve them, providing wealth management, investment solutions, and operational support. - **Entity Type**: Private (privately held) - **Headquarters**: Overland Park, Kansas, United States (based on company website and industry sources) - **Founded**: 2006 - **Founders**: Marty Bicknell ## Core Business - **Primary industry**: Financial services – wealth management, investment advisory, and RIA (Registered Investment Advisor) platform. - **Target customers**: B2B (financial advisors, independent practices) and B2C (high-net-worth and mass-affluent clients served through advisors). Serves enterprise‑scale and independent advisors. - **Mission or purpose statement**: “Positively impact the lives of many” by creating opportunities for clients, advisors, and communities. ## Products & Services - **Wealth Management Platform**: A comprehensive suite of services including investment management, estate planning, tax advice, insurance, and wealth advisory backed by in‑house specialists. - **Mariner Advisor Model**: Advisors join as firm employees with access to national‑scale resources, back‑office support, and collaboration. - **Mariner Independent**: Advisors own their own practice while partnering with Mariner for infrastructure, compliance, and specialized expertise. - **Corporate Services**: Support for tax professionals, operations, IT, marketing, HR, legal, and accounting & finance roles within the firm. ## Market Standing - **Valuation/Market Cap**: Not publicly available (privately held, no disclosed valuation) - **Key Metric**: Over **$632 billion in assets under advisement** as of December 31, 2025. The firm started with $300 million in 2006. - **Notable Investors/Partners**: Barron’s ranked Mariner #6 Mega RIA in 2025 (top five 100 RIAs from 2016‑2024). No external equity investors disclosed. - **Growth Signals**: - Sustained ranking as a top‑tier RIA. - Active acquisition strategy (multiple firms joining the Mariner family). - Continued investment in people, technology, and capabilities. - Donated through the Mariner Foundation in 2025. ## Competitive Advantages - **Scale with autonomy**: Advisors gain the infrastructure and specialist teams of a national firm while retaining the ability to operate in the model that best fits their goals (employee‑advisor or independent). - **In‑house expertise**: Dedicated teams in tax, estate planning, insurance, and investment management reduce the need for third‑party outsourcing. - **Multiple partnership pathways**: Unique flexibility to join as an advisor, via acquisition, or as an independent practice owner—all under the same brand and support umbrella. - **Culture of collaboration**: Knowledge‑sharing and team‑oriented environment with a focus on putting clients first. ## Strategic Focus - **Growth through advisor support**: Positioned to help advisors navigate the expected exit of up to 110,000 advisors over the next decade (per McKinsey) by providing the infrastructure to scale their practices. - **Continued expansion**: Building out geographic presence and service capabilities via acquisitions and organic development. - **Technology and capability investment**: Ongoing updates to business operations infrastructure to allow advisors to focus on clients. - **Deepening client relationships**: Expanding tax, estate, and insurance services that were often built in response to client needs. ## Why Work Here - **Culture highlights**: Collaborative, team‑oriented, and driven by a “clients first” mantra. Values diversity and inclusion, and offers a sense of belonging to a shared mission. - **Remote/hybrid/office policy**: Supports different ways of working—advisors and associates have flexibility to engage in‑office or remotely. “Dress for your day” policy. - **Notable perks and benefits**: - Comprehensive healthcare (medical, vision, dental) - Paid time off, 11 paid holidays, parental leave - 401(k) with company match - Wellness program, HSA & FSA, life & AD&D insurance - Telehealth, associate assistance fund, health & wellness awards - Education reimbursement, wealth advisory services - Client and associate referral bonuses, peer recognition program - Paid volunteer hours, identity theft protection - Discounts at local and national stores - **Engineering/IT culture**: Corporate opportunities in IT, operations, marketing, HR, legal, and finance—all part of building the platform that supports advisors. ## Sources 1. [joinmariner.com/about-mariner/](https://joinmariner.com/about-mariner/) 2. [marinerwealthadvisors.com/careers/](https://www.marinerwealthadvisors.com/careers/) 3. [joinmariner.com](https://joinmariner.com/) 4. [joinmariner.com/why-mariner](https://joinmariner.com/about-mariner/why-mariner/) 5. 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