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This individual will support Strategic Initiatives Manager and Client Education Program Risk Lead by developing and delivering client educational content across a variety of investment related topics.
This individual will be responsible for:
• Supporting overall Preferred Client Education Program Risk Management with a focus on identifying client educational needs / strategies, remediation of gaps, development and review of content.
• Act as a point of contact for Preferred and Controls, partnering closely with key teams (Digital, Legal, Risk, Audit [Internal/Enterprise], Compliance).
• Accountable for driving client engagement and utilization of educational content.
• Supports the oversight of client content inventory and control activities to ensure content is updated annually and enhanced based on business and control needs.
• Responsible in developing, tracking and reporting of key performance indicators (KPIs).
• Creates / facilitates and leads a formal process and routine(s) resulting in the creation and maintenance of educational content.
• Develops inventory of content, performs risk assessment(s) / review(s) and recommends solutions to senior leadership.
• Develops comprehensive and strategic roadmap, conceptualizing solutions that leverage current technologies through the understanding of industry trends, internal business drivers and client needs.
• Ensures compliance with regulatory standards / requirements on client educational contents for all investment related products (including Complex) and processes.
• Influences strategic direction and develops tactical plans to remediate gaps for the business.
• Strengthen partnerships and ensures synergy with other LOBs to ensure.
• Participates and provides feedback in the review process for content development (all channels / desktop and mobile).
• Strong track record leading successful execution of customer facing projects from inception through launch.
• Comprehensive knowledge of multi-channel standards.
• Mastery of human-centered design methodologies and rapid ideation processes.
• Able to comfortably dive into Experience Design, understand business needs and facilitate executive decisions.
• Extraordinary organization and time management skills (leveraging applications, tools, and self-identified strategies to prioritize tasks for execution).
• Challenges conventional thinking.
• Ability to navigate complex problems and break down barriers to drive solutions.
• People management skills with proven experience in influencing teammates and leaders effectively
• Exemplarily communication skills (verbal and written) with storytelling ability.
• Strong understanding of investments products and inner workings of markets and various exchanges.
• Strong and agile problem-solving skills.
• Intellectually curious and self-motivated. Personally proactive and has a strong passion to be at the forefront of change. Has demonstrated the ability to drive change through process optimization and current work in their scope.
• Exceptional with PowerPoint, Excel, Visio, One Note, and collaboration platforms (SharePoint).
• Innovation mindset to self-generate ideas (creative thinker and out of the box thinking approach).
• Subject matter expert with a deep understanding and familiarity with E2E creation of education content formats (articles, newsletters, disclosures, etc..).
• PMP or Six Sigma Certification.
• Working knowledge with Technology and Digital teams.
• Demonstrated strategic and creative thinking and distinguished communication skills.
• Program Management
• Project Management
• Problem Solving
• Collaboration
• Presentation Skills
• Prioritization
• Issue Management
• Risk Management
• Process Design
High School Diploma / GED / Secondary School or equivalent
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