Education Specialist - Chicago, Illinois, United States of America

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 eq ...

Job description

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 FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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 ​ 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. Morgan Stanley offers a full spectrum of benefits, including 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

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).