Learning Experience Specialist

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