Learning Experience Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the daily experience of financial professionals participating in a Mariner Academy certification program.

• Supervise all aspects of scheduling, attendance monitoring, and reporting for designated cohorts.

• Ensure accurate documentation and reporting of assessment results and certification advancements for Track 1 advisors.

• Coordinate logistics and scheduling with both internal Mariner Academy teams and external course instructors.

• Create and oversee personalized development plans for advisors who do not meet minimum competency standards.

• Conduct monthly cohort meetings to promote psychological safety, peer connection, and active engagement.

• Collaborate with instructors to keep training content updated, relevant, and in line with business requirements.

• Integrate Mariner Academy values and client-focused communication practices into cohort facilitation.

• Utilize adult learning principles to enhance virtual cohort learning experiences.

• Work with Mariner Academy teams to synchronize timelines, standards, and best practices.

• Monitor and identify at-risk advisors and coordinate support for remediation.

• Ensure adherence to attendance and assessment standards necessary for certification advancement.

• Drive continuous improvement initiatives based on advisor feedback and outcome data.

⛳️ Requirements

• Bachelor's degree or equivalent relevant experience.

• Demonstrated experience in managing groups, cohorts, or teams within training, coaching, or professional development contexts.

• Exceptional organizational, data-tracking, and reporting abilities.

• Experience in facilitating virtual training utilizing adult learning theory methodologies.

• Knowledge of evidence-based communication strategies, including Motivational Interviewing.

• Commitment to achieving proficiency in Motivational Interviewing within the first year.

• Background in finance or experience in training business or leadership professionals.

• Training and expertise in Instructional Design.

• Legal authorization to work in the United States.

• Must be at least 18 years old.

🏝️ Benefits

• Bonus eligibility.

• Opportunities for career advancement.

• Support for professional growth.

• Opportunities for community engagement.

• Innovative workplace environment.

• Culture of camaraderie and teamwork.

• Emphasis on work-life balance.