Education Specialist - Vice President

Education Specialist, Vice PresidentWealth Management Platforms, ChicagoE*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.What You'll Do In The Role:Lead the design, development, and delivery of investor education programs across digital and hybrid channelsTranslate complex financial concepts (e.g., equities, options, crypto) into clear, engaging educational content for retail investorsDevelop curriculum, learning pathways, and programs tailored to varying levels of financial literacy to deepen client engagementMaintain awareness of equity and cryptocurrency industry trendsAbility to navigate project delivery amid compliance concerns, risk control processes, and regulatory landscapePartner with product, marketing, and compliance teams to ensure educational content aligns with firm strategy and regulatory standardsOversee content strategy including webinars, articles, videos, and platform based learning experiencesAcquire a robust understanding of E*TRADE products, services, processes, and organizational structure to find optimal solutions and achieve successResearch new training supplies and materials that can enhance the firm's educational offeringOptimize articles and supporting collateral based on existing education, product, and platform contentSkills Required:Bachelor's degree preferred, additional product or project management certifications a plus10+ years' financial industry experience, preferably in online retail brokerage segmentExperienced client presentation and communications skills required; strong writing skills a plusSeries 7 and 63 registered required, series 24 a plusEquity and option investing experience preferred; familiarity with bonds, mutual funds, and futures a plusStrong presentation skills to deliver educational content via webinar and webcastsCryptocurrency investing and education experienceProficiency in leveraging AI tools for efficiency and completing tasksExperience with creating curriculum for investing journeyProficiency with Microsoft PowerPoint, Excel, and other Office applicationsProficiency in Adobe graphics and editing programs a plusExperience with e-learning platforms a plusKnowledge of trade life cycle, order management, & trade processing a plusKnowledge of E*TRADE products, services, & systems a plusPositive, collaborative, & adaptive mindset with detail-oriented approach and strong focus on customer experienceSelf-starter with the ability to maintain discipline toward objectives with minimal management oversightSalary range for the position: $110,000 and $190,000 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 20 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 mybenefits.morganstanley.com to learn more about our benefit offeringsMorgan 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.