Manager, Member Firm Experience

About the role

MFE’s responsibilities include planning and implementing conferences, events, and other industry education initiatives on rules, key topics and FINRA initiatives; working to provide opportunities for the industry to network with peers and FINRA staff; and working closely with subject matter experts from across the organization to inform FINRA's member firm communication efforts and educational programming.

Responsibilities

• Directs, conceptualizes, plans and implements educational programs for member firms by developing strategies and plans, including attendance targets, content development and delivery strategies for educational programs.
• Defines, designs and develops curricula for new and updated educational offerings.
• Creates and edits content outlines, content, and instructor notes.
• Selects and coordinates the efforts of internal and external subject matter experts to assist in the development of course content.
• Maintains a working knowledge of legal, policy and regulatory issues related to the regulation and oversight of securities brokers, including regulatory trends in the US.
• Interfaces with content development partners and internal staff throughout the content development and editorial processes.
• Identifies, develops and advises on curriculum development of educational content on regulation and related market issues.
• Leads internal and external meetings with stakeholders to develop and review content by: creating agendas; identifying, organizing and providing appropriate; and facilitating meetings.
• Researches and applies securities industry knowledge to FINRA’s educational programming by: including relevant information in educational materials; proactively monitoring rule changes, SEC mandates, new securities products and industry best practices; evaluating the impact of industry changes on existing materials and implementing edits when necessary; recommending updates to MFE strategic plan based on industry changes or trends.

Requirements

• Bachelor's degree or equivalent and a minimum of eight (8) years of experience in the securities industry, relationship management, and/or client services required.
• Advanced degree 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 coupled with the ability to build and strengthen relationships at all levels of the business, including c-suite, and influence internal and external key stakeholders.
• Prior experience with education and training course development and delivery desirable.
• Proficiency with the full suite of office software applications preferred.

Work Conditions

• Hybrid work environment, with defined in-person presence requirements.
• Frequent travel to member firm sites, FINRA offices, and other locations as required for external member firm meetings and internal events.
• Extended hours are required.