Studion

Principal Consultant – Financial Advisor Training Program

Studion

contract

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Lead

About the role

  • 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
Soft skills
client relationship managementcommunicationstrategic thinkingcross-functional collaborationrisk managementdecision-makingfacilitationinfluence
Certifications
MBA
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