Learning Experience Specialist
MarinerWealth Management company
United StatesMid
Leonard Green & Partners
NB Alternative Advisers
Neuberger Berman
Penfund
People / HR / RecruitmentNew
About the role
TL;DR
Manages the daily cohort experience for financial professionals in certification tracks.
- •The Learning Experience Specialist owns the day-to-day cohort experience for financial professionals entering a Mariner Academy certification track, serving as the operational and relational anchor for each track cohort.
- •Key Responsibilities Oversee end-to-end scheduling, attendance tracking, and reporting for all assigned cohorts.
- •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.
- •Apply adult learning theory principles to facilitate engaging and effective virtual cohort learning experiences.
- •Lead continuous improvement efforts for cohort facilitation practices, leveraging advisor feedback and outcome data.
- •Requirements 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.
- •Experience facilitating virtual training using adult learning theory techniques.
- •Familiarity with evidence-based communication strategies (e.g., Motivational Interviewing).
Required skills
Project Management
Domain expertise
fintech
Tech stack
PythonJavaScriptSQLNode.jsReactVue.jsAngularHTMLCSSAWSGoogle CloudAzureDockerKubernetesGitLinuxJiraConfluenceFigmaPostmanSwaggerOpenAPIREST APIExcelPowerPointWorkdayGreenhouseLeverMarketo