Learning Experience Specialist
Location: Remote
Compensation: To Be Discussed
Reviewed: Wed, Aug 26, 2026
This job expires in: 30 days
Job Summary
Managing the day-to-day cohort experience for financial professionals, the full-time remote Learning Experience Specialist will oversee scheduling, attendance, and reporting while fostering an inclusive environment that promotes peer connection and competency growth.
Key responsibilities
- Oversee scheduling, attendance tracking, and reporting for assigned cohorts
- Design and monitor individualized development plans for advisors not meeting competency metrics
- Facilitate monthly cohort meetings to cultivate psychological safety and engagement
Required qualifications
- Bachelor's degree or equivalent professional experience
- Proven experience managing groups or cohorts in training or professional development
- Strong organizational, data-tracking, and reporting skills
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