Edtech.com's Summary

Mariner Wealth Advisors is hiring a Learning Experience Specialist to manage the day-to-day cohort experience for financial professionals pursuing certification in Mariner Academy. The role involves scheduling, attendance tracking, reporting on progress, developing individualized support plans, and fostering an inclusive learning environment while ensuring training content remains relevant and aligned with business needs.

Highlights

Manage scheduling, attendance tracking, and reporting for multiple certification cohorts.
Maintain accurate data on assessment scores and certification progress.
Develop targeted development plans for advisors below competency standards.
Facilitate monthly cohort meetings promoting psychological safety and peer engagement.
Collaborate with instructors to update and align training content with business requirements.
Apply adult learning theory to enhance virtual cohort learning experiences.
Monitor at-risk advisors and coordinate remediation with coaching resources.
Required skills include cohort facilitation, data reporting, vendor coordination, and client-centered communication.
Bachelor’s degree or equivalent experience and proven group management experience required.
Compensation ranges from $80K to $125K with bonus eligibility.

Learning Experience Specialist Full Description

Learning Experience Specialist

United States

Employment Type

Full time

Location Type

Remote

Department

Human Resources

Compensation

$80K – $125K • Offers Bonus

Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

Overview
Application
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.

This role is charged with accurate and timely management of scheduling, attendance, and reporting on assessment and certification progress. The Program Manager also develops and monitors individualized development plans for advisors who have not yet met minimum standards, ensuring that everyone receives personalized support. Equally important, this position fosters a psychologically safe, inclusive environment where advisors can engage in meaningful peer connection, build complex skills, and confidently progress through their competency assessments.

In close partnership with business units, the Program Manager keeps training content current and relevant, consistently embedding Mariner Academy’s values and client-centered communication practices into every cohort interaction. Through data-driven insights and a relentless focus on user experience, this role is critical to driving measurable advisor competency growth on an enterprise scale.

Essential Duties and 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.
Coordinate 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.
Partner with course instructors to ensure all training content is current, relevant, and aligned with evolving business needs.
Champion Mariner Academy values and client-centered communication style throughout all cohort facilitation.
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 Education and Experience

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 Education and Experience

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.

Core 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

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

Original Job Description

Learning Experience Specialist

United States

Employment Type

Full time

Location Type

Remote

Department

Human Resources

Compensation

$80K – $125K • Offers Bonus

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.
Coordinate 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.
Partner with course instructors to ensure all training content is current, relevant, and aligned with evolving business needs.
Champion Mariner Academy values and client-centered communication style throughout all cohort facilitation.
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 Education and Experience

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 Education and Experience

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.

Core 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

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

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Learning Experience Specialist

Edtech.com's Summary

Learning Experience Specialist Full Description

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