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

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

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)
Short/Long Term Disability
Other special perks reserved for our employees

Education Specialist – Assistant Vice President

Key skills