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    Content and Education Specialist - Chicago, IL, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley Chicago, IL, United States

    2 weeks ago

    Default job background
    Description
    E*TRADE is a leading financial services company and a pioneer in the online brokerage industry.

    Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the company has long been at the forefront of the digital revolution, offering easy-to-use solutions for individual investors and stock participants.

    Founded on the principle of innovation and determined to level the playing field for individual investors, E*TRADE delivers digital platforms, tools, and professional assistance to help investors and traders meet their near-and long-term investing goals.

    The Company provides these services both online and through its network of customer service representatives and financial consultants - over the phone at two national branches and in-person at 30 E*TRADE branches.


    Summary

    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.

    This position will be responsible for 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

    Responsibilities


    • Identifying opportunities for education content and presentation materials to deepen client engagement
    • Maintain awareness of 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 in order 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
    Education, Skills & Experience


    • Bachelor's degree preferred, additional product or project management certifications a plus
    • 5 -10 years financial industry experience, preferably in online retail brokerage segment
    • Strong writing and communications skills required; client presentation skills a plus
    • Series 7 and 63 registered
    • Equity & option investing experience preferred; familiarity with bonds, mutual funds, and futures a plus
    • Presentation skills
    • Proficiency with Microsoft 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 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

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

    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.


    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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