Principal Consultant – Financial Advisor Training Program

Job not on LinkedIn

October 15

Apply Now

Receive Emails with Similar Jobs

Studion

WebsiteLinkedInAll Job Openings

Technology • Education • Biotechnology

Studion is a technology services company that envisions, designs, and builds engaging digital experiences focused on Learning and Life Sciences. With over 20 years of experience, Studion offers unique digital learning solutions for corporate, nonprofit, life sciences, and higher education partners. Additionally, the company provides digital health strategies and services for clinical technology, pharmaceutical, biotech, and medical device companies. Studion leverages its proprietary framework to deliver results, aiming to enhance the human experience through technology.

201 - 500 employees

📚 Education

🧬 Biotechnology

📋 Description

• 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