Responsibilities
- Directs, conceptualizes, plans and implements educational programs for member firms.
- Defines, designs and develops curricula for new and updated educational offerings.
- Creates and edits content outlines, content, and instructor notes.
- Identifies, selects and coordinates the efforts of internal and external subject matter experts.
- Maintains a working knowledge of legal, policy and regulatory issues related to securities.
- Interfaces with content development partners and internal staff.
- Research and apply securities industry knowledge to FINRA’s educational programming.
- Collaborate in furtherance of FINRA’s mission of investor protection and market integrity.
Requirements
- Bachelor's degree or equivalent.
- Minimum of eight (8) years of experience in the securities industry, relationship management, and/or client services required.
- Advanced degree preferred.
- General knowledge of financial services products, services, regulations and guidelines preferred.
- Demonstrated experience developing and managing complex client relationships and strategic partnerships.
- Excellent written communications skills.
- Strong organizational and planning skills.
- High attention to detail.
- Strong interpersonal and relationship skills with ability to influence stakeholders.
Core Competencies
Demonstrates expertise in developing and implementing educational programs within the securities industry, with a strong focus on curriculum design, stakeholder engagement, and regulatory compliance.
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