Client Educational Content Project Manager - Risk Programs Customer Segment Consultant I

Description

Accountable for design, analysis, execution and / or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.

e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals.

Accountable for initiative support, coordination, robust analysis and communications.

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).

Required Qualifications :

• 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).

Desired Qualifications :

• 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.

Skills

• Program Management
• Project Management
• Problem Solving
• Collaboration
• Presentation Skills
• Prioritization
• Issue Management
• Risk Management
• Process Design

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Shift :

1st shift (United States of America)

Hours Per Week :