Cohort Learning Experience Lead

Mariner Wealth Advisors; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Mariner Wealth Advisors seeks a Program Manager to lead the Mariner Academy cohort experience for financial professionals. You will manage scheduling, attendance, and progress reporting, while developing personalized development plans to help advisors meet competency standards.

In collaboration with business units, you will ensure training content remains current and aligned with client-centered practices, driving measurable advisor growth and a safe, inclusive learning environment.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Experience managing groups, cohorts, or teams in training, coaching, or professional development settings.
• Strong organizational, data-tracking, and reporting skills.

Responsibilities

• Oversee end-to-end scheduling, attendance tracking, and reporting for all assigned cohorts.
• Maintain accurate, up-to-date data and reporting on assessment scores and certification progress for each Track 1 advisor.
• Coordinate logistics and scheduling with internal Mariner Academy and external course instructors.
• 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.
• Partner with course instructors to ensure training content is current and aligned with evolving business needs.
• Champion Mariner Academy values and client-centered communication style throughout all cohort facilitation.
• Apply adult learning theory principles to facilitate engaging and effective virtual cohort learning experiences.
• Collaborate with Mariner Academy team members to align timelines, standards, and best practices across certification tracks.
• Monitor and escalate at-risk advisors, coordinating remediation support with designated coaching resources.
• Ensure compliance with attendance and assessment standards essential for certification progression.
• Lead continuous improvement efforts for cohort facilitation practices, leveraging advisor feedback and outcome data.

Skills

Cohort facilitation

Data tracking

Relationship management

Organizational agility

Cross-functional collaboration

Adult learning facilitation

Client-centered communication

Self-motivated execution

Vendor coordination

Virtual training

Education

Bachelor’s degree or equivalent professional experience

Instructional Design training

Job description

Mariner Wealth Advisors seeks a Program Manager to lead the Mariner Academy cohort experience for financial professionals. You will manage scheduling, attendance, and progress reporting, while developing personalized development plans to help advisors meet competency standards.

In collaboration with business units, you will ensure training content remains current and aligned with client-centered practices, driving measurable advisor growth and a safe, inclusive learning environment.