Education Specialist Vice President

Education Specialist 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 Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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 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.

What youll do in the role:

• 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 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 firms educational offering

• Optimize articles and supporting collateral based on existing education product and platform content

Skills Required:

• Bachelors 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 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

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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

For more information please visit: