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Principal Consultant for Financial Advisor Training Program - Remote

Posted Yesterday
Sales / Business
Contract
USA

Overview

The Principal Consultant will lead a high-profile engagement with a Fortune 500 investment & asset management company, shaping the learning vision for an online training program for Financial Advisors. This role requires strategic ownership and influence across partner teams and executive stakeholders.

In Short

  • Lead consultant overseeing strategic design and delivery of an online training program.
  • Represent the team in client meetings with senior sponsors.
  • Define objectives, scope, and success measures with partner teams.
  • Advise on learning strategy, design, and performance impact.
  • Oversee collaboration between creative, learning design, and technology teams.
  • Manage client relationships at the executive level.
  • Ensure project excellence and on-time delivery.
  • Minimum 20 hours/week commitment with flexibility.
  • Contract duration of 12–15 weeks.
  • Remote position with light travel to client site.

Requirements

  • 10+ years in management consulting, with Principal or higher-level experience.
  • MBA preferred.
  • Expertise in design and presentation skills.
  • Strong background in Learning and Financial Services.
  • Experience in online learning design or performance enablement.
  • Skilled in guiding multi-partner teams and managing high-profile engagements.
  • Able to translate business goals into actionable strategies.
  • Confident communicator at the senior level.
  • Flexible to accommodate client schedules.

Benefits

  • High visibility and strategic ownership.
  • Opportunity to shape a flagship learning program.
  • Engagement with Fortune 500 clients.
  • Work with cross-functional teams.
  • Flexible work hours.
  • Remote work environment.
  • Professional growth in management consulting.
  • Potential for future opportunities.
  • Influence on business impact and advisor performance.
  • Networking with industry leaders.
Studion logo

Studion

Studion is a forward-thinking company dedicated to transforming the digital solutions landscape by providing innovative, data-driven experiences tailored to the needs of clients in the Learning and Life Sciences sectors. As a rapidly growing organization, Studion fosters a collaborative and dynamic work environment, encouraging team members to thrive in their roles while contributing to the company's mission of redefining digital transformation. With a focus on building strong relationships and generating new business opportunities, Studion values diversity and innovation, making it an exciting place for motivated professionals to develop their careers.

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