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Studion · 2 months ago

Principal Consultant: Financial Advisor Training Program

United States

Contract

Remote

Lead/Staff

10+ years exp

Studion is a company that designs human-centered learning experiences to drive measurable business outcomes. They are seeking a Principal Consultant to lead an online training program for Financial Advisors, guiding cross-functional teams and advising senior client sponsors to ensure high-quality outcomes and alignment with business goals.

Clinical TrialsConsultingEdTechEducationSoftware

Growth Opportunities

Responsibilities

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

Qualification

Management ConsultingLearning DesignFinancial ServicesOnline LearningStrategic ThinkingDesign & PresentationCommunicationLeadershipFlexibility

Required

10+ years in management consulting, with Principal or higher-level experience

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

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