Education Specialist - Vice President

About the role

E*TRADE is seeking an experienced Education professional to lead the design, development, and delivery of investor education programs across digital and hybrid channels. The role involves translating complex financial concepts into clear, engaging educational content for retail investors, developing curriculum, and partnering with cross-functional teams to deliver a best-in-class educational experience.

Responsibilities

• 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
• 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

Requirements

• 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
• Cryptocurrency investing and education experience
• Proficiency in leveraging AI tools for efficiency and completing tasks
• Proficiency in 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 creating curriculum for investing journey
• 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

Qualifications

• 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

Skills

• 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
• Cryptocurrency investing and education experience
• Proficiency in leveraging AI tools for efficiency and completing tasks
• Proficiency in 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 creating curriculum for investing journey
• 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

Pay

$110,000 and $190,000 per year

Schedule

N/A