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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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