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Mariner

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Practice Management Consultant

ConsultantConsultantFull TimeRemoteLeadTeam 1,001-5,000H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

9 days ago

Salary

$125K - $175K / year

Seniority

Lead

Bachelor Degree7 yrs expEnglish

Job Description

Practice Management Consultant

Mariner

• 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.

Job Requirements

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

Benefits

  • Health insurance
  • Retirement plans
  • Professional development
  • Work-life balance

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