[Remote] Practice Management Consultant

Note: The job is a remote job and is open to candidates in USA. Mariner is a company dedicated to nurturing professional growth and building a diverse culture. As a Practice Management Consultant, you will serve as a thought leader and strategic coach to wealth advisors, focusing on enhancing their communication skills and client experiences through storytelling and training programs.

Responsibilities

• Design and lead advisor coaching and training programs centered on storytelling, consultative conversations, and relationship-building
• Facilitate engaging training using role play, simulations, and case studies to build advisor communication and presentation skills
• Coach advisors individually and in groups to enhance client meeting impact, discovery conversations, and business development effectiveness
• Develop scalable coaching tools utilizing AI technology for performance assessment and personalized feedback
• Create training resources, playbooks, and conversation frameworks that promote consistent, effective storytelling across the firm
• Deliver in-person and virtual training workshops for advisors at all experience levels
• Help advisors clearly and persuasively communicate complex financial topics in client-friendly ways
• Collaborate with leadership and stakeholders to identify advisor development needs and implement targeted training solutions

Skills

• Bachelor's Degree required
• Minimum 7 years' financial services or wealth management experience
• CFP® preferred
• Proficiency in Salesforce, Orion, eMoney, and Nitrogen preferred

Company Overview