Education Specialist - Assistant Vice President

Morgan Stanley • Chicago, IL

12d • $85,000 - $140,000

About The Position

Wealth Management Platforms Chicago ETRADE is seeking an experienced Education professional with expertise in bringing superior digital customer experiences to market, as well as extensive knowledge of U.S. exchange-listed equities, options, and cryptocurrency marketings. This position will be responsible for cryptocurrency content development strategy, presenting client-facing educational events, identifying opportunities for content creation and development, initiating projects, and working with cross-functional teams to deliver a best-in-class educational experience. Candidates must be highly motivated, detail-oriented, and customer-focused with strong interpersonal, communication, and presentation skills. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Salary range for the position: $85,000 and $140,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Responsible for the ETRADE retail education team as well as financial products including equities, options, futures, fixed income & more.

Requirements

• 5+ years' financial industry experience, preferably in online retail brokerage segment
• Experienced client presentation and communications skills required; strong writing skills a plus
• Cryptocurrency investing and education experience
• Proficiency in leveraging AI tools for efficiency and completing tasks
• Proficiency with Microsoft PowerPoint, Excel, and other Office applications
• Positive, collaborative, & adaptive mindset with detail-oriented approach and strong focus on customer experience
• Self-starter with the ability to maintain discipline toward objectives with minimal management oversight

Nice To Haves

• Bachelor's degree preferred, additional product or project management certifications a plus
• Series 7 and 63 registered preferred, series 24 a plus
• Equity and option investing experience preferred; familiarity with bonds, mutual funds, and futures a plus
• Proficiency in Adobe graphics and editing programs a plus
• Experience with e-learning platforms a plus
• Knowledge of trade life cycle, order management, & trade processing a plus

Responsibilities

• Identifying opportunities for education content and presentation materials to deepen client engagement
• Strong presentation skills to deliver educational content via webinar and webcasts
• Maintain awareness of equity and cryptocurrency industry trends
• Ability to navigate project delivery amid compliance concerns, risk control processes, and regulatory landscape
• Acquire a robust understanding of ETRADE products, services, processes, and organizational structure to find optimal solutions and achieve success
• Research new training supplies and materials that can enhance the firm's educational offering
• Optimize articles and supporting collateral based on existing education, product, and platform content
• Work with sales, marketing, product, and customer service teams to identify customer needs
• Interface with product and platform teams to generate content to support product and platform launches

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level