Morgan Stanley

Education Specialist – Assistant Vice President

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Chicago • Illinois • United States

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Salary

💰 $85,000 - $140,000 per year

Job Level

Lead

About 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

Requirements

  • 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
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client presentation skillswriting skillsequity investingoption investingcryptocurrency investingproject managementtrade life cycle knowledgeorder management knowledgetrade processing knowledgeAI tools proficiency
Soft Skills
strong communication skillscollaborative mindsetadaptive mindsetdetail-oriented approachcustomer experience focusself-starterdiscipline toward objectives
Certifications
Bachelor's degreeSeries 7Series 63Series 24project management certifications