Learning Experience Specialist

About the role

The Learning Experience owns the day-to-day cohort experience for financial professionals entering a Mariner Academy certification track. This role is the operational and relational anchor for each track cohort it manages.

Responsibilities

• Oversee end-to-end scheduling, attendance tracking, and reporting for all assigned cohorts.
• Maintain accurate, up-to-date data and reporting on assessment scores and certification progress for each Track 1 advisor.
• Cook up logistics and scheduling with both internal Mariner Academy and external course instructors.
• Design and monitor targeted development plans for advisors not currently meeting minimum competency metrics.
• Facilitate monthly cohort meetings, cultivating psychological safety and fostering peer connection and engagement.
• Pearl the training content to keep it current and relevant, consistently embedding Mariner Academy’s values and client-centered communication practices into every cohort interaction.
• Apply adult learning theory principles to facilitate engaging and effective virtual cohort learning experiences.
• Collaborate with Mariner Academy team members to align timelines, standards, and best practices across certification tracks.
• Monitor and escalate at-risk advisors, coordinating remediation support with designated coaching resources.
• Ensure compliance with attendance and assessment standards essential for certification progression.
• Lead continuous improvement efforts for cohort facilitation practices, leveraging advisor feedback and outcome data.

Qualifications

• Required:
  • Bachelor’s degree or equivalent professional experience.
  • Proven experience managing groups, cohorts, or teams in training, coaching, or professional development settings.
  • Strong organizational, data-tracking, and reporting skills.
• Preferred:
  • Experience facilitating virtual training using adult learning theory techniques.
  • Familiarity with evidence-based communication strategies (e.g., Motivational Interviewing), and willingness to achieve MI proficiency within the first year.
  • Background in finance or experience training business or leadership professionals.
  • Training and experience in Instructional Design.

Skills

• Cohort facilitation and group leadership
• Data tracking and reporting
• Vendor and external program coordination
• Relationship management
• Psychologically safe and inclusive facilitation
• Adult learning facilitation
• Client-centered communication
• Organizational agility
• Cross-functional collaboration
• Self-motivated execution

Benefits

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. EOE M/F/D/V

Pay

$80K - $125K