Learning Experience Specialist

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $80k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📚 Learning and Development

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Own the day-to-day cohort experience for financial professionals entering a Mariner Academy certification track • Oversee end-to-end scheduling, attendance tracking, and reporting for assigned cohorts • Maintain accurate data and reporting on assessment scores and certification progress for Track 1 advisors • Coordinate logistics and scheduling with internal Mariner Academy teams and external course instructors • Design and monitor individualized development plans for advisors below minimum competency metrics • Facilitate monthly cohort meetings and foster psychological safety, peer connection, and engagement • Partner with instructors to keep training content current, relevant, and aligned with business needs • Embed Mariner Academy values and client-centered communication practices into cohort facilitation • Apply adult learning theory to virtual cohort learning experiences • Collaborate across Mariner Academy teams to align timelines, standards, and best practices • Monitor and escalate at-risk advisors and coordinate remediation support • Ensure compliance with attendance and assessment standards for certification progression • Lead continuous improvement using 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, such as Motivational Interviewing • Willingness to achieve Motivational Interviewing proficiency within the first year • Background in finance or experience training business or leadership professionals • Training and experience in Instructional Design • Legal authorization to work in the United States • Must be at least 18 years old

🏖️ Benefits

• Bonus eligibility • Progressive opportunities • Professional growth support • Community involvement opportunities • Innovative workplace • Camaraderie and teamwork culture • Work-life balance