Talent.com
Principal Consultant: Financial Advisor Training Program
Principal Consultant: Financial Advisor Training ProgramStudion • Estherville, IA, US
Principal Consultant : Financial Advisor Training Program

Principal Consultant : Financial Advisor Training Program

Studion • Estherville, IA, US
14 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Studion, in partnership with one of the world’s premier consulting firms, is seeking a Principal-level consultant to lead a high-profile engagement with a Fortune 500 investment & asset management company . In this role, you will shape the learning vision and translate business goals into a coherent program strategy for an online training program for Financial Advisors (FAs) —a program that is highly engaging, performance-focused, and brand-reinforcing . You will guide cross-functional teams, including creative, learning design, and technology, to ensure alignment and high-quality outcomes while advising senior client sponsors on learning, performance enablement, and business impact. Acting as the strategic lead, you will drive executive-level alignment across all partner and client stakeholders, anticipate risks, navigate ambiguity, and ensure timely delivery with measurable results.

The Principal Consultant will have high visibility, strategic ownership, and influence across partner teams and executive stakeholders , shaping a flagship learning program that will be experienced by thousands of advisors.

Engagement Details

  • Contract Duration : 12–15 weeks (excluding holidays).
  • Start Date : November 3 or November 17, 2025.
  • Weekly Commitment : Minimum 20 hours / week, with flexibility to increase around key deliverables.
  • Location : Remote, with light travel to client site.
  • Project Goals : Lead the design and delivery of a strategic online learning program for Financial Advisors. Equip advisors to deepen knowledge of the client’s products and brand expertise. Enhance advisor performance and strengthen business impact. Support the client’s position as a trusted market leader in wealth management.

Key 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 impactGuide 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 levelAnticipate risks, navigate ambiguity, and drive clarity and decision-making across partners.
  • Ensure project excellence, on-time delivery, and measurable business outcomes.
  • Qualifications

  • Experience : 10+ years in management consulting, with Principal or higher-level experience.
  • Education : MBA preferred.
  • Design & Presentation : Expertise in thinking expertise with excellent deck building and presentation skills.
  • Industry Expertise : Strong background in Learning and product education, Financial Services / Wealth Management, ideally with exposure to advisor enablement.
  • Learning Expertise : Experience in online learning design, digital training programs, or performance enablement initiatives preferred.
  • Leadership : Skilled at guiding multi-partner teams, facilitating executive discussions, and managing high-profile client engagements.
  • Strategic Thinking : Able to translate business goals into actionable learning strategies and compelling experiences.
  • Communication : Confident communicator who brings clarity, credibility, and influence at the senior level.
  • Flexibility : 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.
  • About Studion

    At Studion, we design human-centered learning experiences that drive measurable business outcomes. We partner with global leaders and top-tier consultancies to help organizations reimagine how learning drives growth, performance, and engagement.

    Our vision : Healthy Minds, Healthy Bodies, Healthy World.

    We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

    Create a job alert for this search

    Financial Advisor • Estherville, IA, US

    Related jobs
    Travel Surgical First Assistant

    Travel Surgical First Assistant

    PRIDE Health • Spencer, IA, US
    Full-time
    PRIDE Health is seeking a travel Surgical First Assistant for a travel job in Spencer, Iowa.Job Description & Requirements. PRIDE Health is the minority-owned healthcare recruitment division of ...Show more
    Last updated: 30+ days ago • Promoted
    Choose your own schedule - Drive with Uber

    Choose your own schedule - Drive with Uber

    Uber • Ringsted, IA, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 2 days ago • Promoted
    RN - New Grad - Sheldon Medical Center

    RN - New Grad - Sheldon Medical Center

    Sanford Health • Hartley, IA, US
    Full-time +1
    As one of the largest not-for-profit health systems in the United States, Sanford Health is always looking to innovate and grow. Grow with us by joining our team of over 18,000 nurses.Our workplace ...Show more
    Last updated: 10 days ago • Promoted
    Earn on Your Schedule - Drive with Uber

    Earn on Your Schedule - Drive with Uber

    Uber • Wallingford, IA, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 2 days ago • Promoted
    Want Cash Jobs? Earn With Uber Instead

    Want Cash Jobs? Earn With Uber Instead

    Uber • Ringsted, IA, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 2 days ago • Promoted
    Flexible schedule - Earn at least $1060 by driving 87 trips with Uber

    Flexible schedule - Earn at least $1060 by driving 87 trips with Uber

    Uber • Graettinger, IA, US
    Full-time +1
    Earn at least $1060 driving with Uber when you complete your first 87 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, par...Show more
    Last updated: 2 days ago • Promoted
    Earn Extra Income Driving

    Earn Extra Income Driving

    Uber • Graettinger, IA, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 2 days ago • Promoted
    Travel Occupational Therapist

    Travel Occupational Therapist

    Uniti Med • Lakefield, MN, US
    Full-time
    Uniti Med is seeking a travel Occupational Therapist for a travel job in Lakefield, Minnesota.Job Description & Requirements. Uniti Med is looking for a Travel Occupational Therapist in Lakefiel...Show more
    Last updated: 30+ days ago • Promoted
    Travel Nurse RN - Long Term Care (LTC) Skilled Nursing

    Travel Nurse RN - Long Term Care (LTC) Skilled Nursing

    Connected Health Care • Trimont, MN, US
    Permanent +1
    Connected Health Care is seeking a travel nurse RN Long Term Care (LTC) Skilled Nursing for a travel nursing job in Trimont, Minnesota. Job Description & Requirements.Scheduling Information ====...Show more
    Last updated: 2 days ago • Promoted
    Travel Nurse RN - Long Term Care

    Travel Nurse RN - Long Term Care

    IDR Healthcare • Hartley, IA, US
    Full-time
    IDR Healthcare is seeking a travel nurse RN Long Term Care for a travel nursing job in Hartley, Iowa.Job Description & Requirements. Pay package is based on 12 hour shifts and 36 hours per week ...Show more
    Last updated: 30+ days ago • Promoted
    Drive with Uber - Earn at least $1060 in your first 87 trips with Uber.

    Drive with Uber - Earn at least $1060 in your first 87 trips with Uber.

    Uber • Dolliver, IA, US
    Full-time +1
    Earn at least $1060 driving with Uber when you complete your first 87 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, par...Show more
    Last updated: 2 days ago • Promoted
    Part-time gig : Earn at least $1060 in your first 87 trips.

    Part-time gig : Earn at least $1060 in your first 87 trips.

    Uber • Gruver, IA, US
    Full-time +1
    Earn at least $1060 driving with Uber when you complete your first 87 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, par...Show more
    Last updated: 2 days ago • Promoted
    United States Border Patrol Agent

    United States Border Patrol Agent

    U.S. Customs and Border Protection • Trimont, MN, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border Protection • Lake Park, IA, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    U.S. Border Patrol Agent

    U.S. Border Patrol Agent

    U.S. Customs and Border Protection • Hartley, IA, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Telemedicine Physician

    Telemedicine Physician

    QuickMD • Emmetsburg, IA, US
    Full-time
    QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...Show more
    Last updated: 30+ days ago • Promoted
    RN - Sheldon Medical Center - Full Time

    RN - Sheldon Medical Center - Full Time

    Sanford Health • Peterson, IA, US
    Full-time +1
    As one of the largest not-for-profit health systems in the United States, Sanford Health is always looking to innovate and grow. Grow with us by joining our team of over 18,000 nurses.Our workplace ...Show more
    Last updated: 10 days ago • Promoted
    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    U.S. Customs and Border Protection • Brewster, MN, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: less than 1 hour ago • Promoted • New!