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 Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 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 you’ll 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 firm’s educational offering

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

Skills Required:

• Bachelor’s 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 that’s differentiated – and we’ve 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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s 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 https://www.morganstanley.com/about-us/global-offices​ 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: https://www.morganstanley.com/people-opportunities/eeo.