Serve as the lead consultant (Principal) overseeing strategic design and delivery of the online training program.
Represent the team and the project in client meetings with senior sponsors and cross functional stakeholders.
Work closely with our partner and Studion teams to define objectives, scope, and success measures.
Advise senior client sponsors on learning strategy, design, and performance impact.
Guide discovery, synthesis, and concept development phases to ensure alignment with brand, learning, and business goals.
Oversee cross-functional collaboration between creative, learning design, and technology teams.
Manage client relationships and communications at the executive level.
Anticipate risks, navigate ambiguity, and drive clarity and decision-making across partners.
Ensure project excellence, on-time delivery, and measurable business outcomes.
Requirements
10+ years in management consulting, with Principal or higher-level experience.
MBA preferred.
Expertise in thinking expertise with excellent deck building and presentation skills.
Strong background in Learning and product education, Financial Services / Wealth Management, ideally with exposure to advisor enablement.
Experience in online learning design, digital training programs, or performance enablement initiatives preferred.
Skilled at guiding multi-partner teams, facilitating executive discussions, and managing high-profile client engagements.
Able to translate business goals into actionable learning strategies and compelling experiences.
Confident communicator who brings clarity, credibility, and influence at the senior level.
Able to dedicate a minimum of 20 hours per week (spread across the entire week to accommodate client schedules), with the ability to flex up during key delivery windows.
Benefits
Remote, with light travel to client site
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
online learning designdigital training programsperformance enablementdeck buildingpresentation skills