Education Specialist - Assistant Vice President

Education Specialist – Assistant Vice President

Wealth Management Platforms
Chicago

E*TRADE 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.

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

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 nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.

The Digital Trading & Investing Team manages the trading, investing, & research experiences for self-directed platforms (E*TRADE, MSO & Power E*TRADE). Responsible for the E*TRADE retail education team as well as financial products including equities, options, futures, fixed income & more. The team serves all self-directed clients, from highly sophisticated traders to long-term investors

What you’ll do in the role:

• 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 E*TRADE 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

Skills Required:

• Bachelor’s degree preferred, additional product or project management certifications a plus

• 5+ 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 preferred, series 24 a plus

• Equity and option investing experience preferred; familiarity with bonds, mutual funds, and futures 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

• 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 E*TRADE for Morgan Stanley 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

WHAT YOU CAN EXPECT F