Education Specialist - Vice President

Morgan Stanley • Chicago, IL

9d • Onsite

About The Position

Education Specialist, Vice President 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. In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

Requirements

• Bachelor’s degree preferred, additional product or project management certifications a plus
• 10+ years’ financial industry experience, preferably in online retail brokerage segment
• Experienced client presentation and communications skills required; strong writing skills a plus
• Series 7 and 63 registered required, series 24 a plus
• Equity and option investing experience preferred; familiarity with bonds, mutual funds, and futures a plus
• Strong presentation skills to deliver educational content via webinar and webcasts
• Cryptocurrency investing and education experience
• Proficiency in leveraging AI tools for efficiency and completing tasks
• Experience with creating curriculum for investing journey
• Proficiency with Microsoft PowerPoint, Excel, and other Office applications
• 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
• Knowledge of ETRADE products, services, & systems a plus
• 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

Responsibilities

• Lead the design, development, and delivery of investor education programs across digital and hybrid channels
• Translate complex financial concepts (e.g., equities, options, crypto) into clear, engaging educational content for retail investors
• Develop curriculum, learning pathways, and programs tailored to varying levels of financial literacy to deepen client engagement
• Maintain awareness of equity and cryptocurrency industry trends
• Ability to navigate project delivery amid compliance concerns, risk control processes, and regulatory landscape
• Partner with product, marketing, and compliance teams to ensure educational content aligns with firm strategy and regulatory standards
• Oversee content strategy including webinars, articles, videos, and platform based learning experiences
• 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

Benefits

• Medical
• Prescription Drug
• Dental
• Vision
• Health Savings Account
• Dependent Day Care Savings Account
• Life Insurance
• Disability and Other Insurance Plans
• Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
• 10 Paid Holidays
• 401(k)
• Short/Long Term Disability

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees