We believe healthy, empowered people lead to a better world, and it’s through Learning and Life Sciences that more people thrive. As these industries expand into digital formats, the challenge becomes reaching people where they are, and answering their ever-increasing demand for accessibility and engaging experiences. Through a proprietary blend of methods and techniques, we bridge the human experience and technology to deliver high engagement with efficient and effective solutions Leveraging our expert global team, we translate clients’ programs into customized digital experiences, from design to operations—at scale Our seamless, end-to-end approach retains the efficacy and protocols of clients’ programs regardless of platform, delivery method, and technology To ultimately deliver meaningful outcomes for clients, and their audiences around the world to help us achieve our vision of Healthy Minds, Healthy Bodies, Healthy World

Principal Consultant – Financial Advisor Training Program

Financial Planning and AnalysisFinancial Planning and AnalysisContractRemoteTeam 201-500H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

149 days ago

Salary

Not specified

Postgraduate Degree10 yrs expEnglish

Job 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.

Job 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.