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Associate Principal, Investor Education (Options/Derivatives)

Company: National Society of High School Scholars
Location: Chicago
Posted on: February 25, 2021

Job Description:

  • Associate Principal, Investor Education (Options/Derivatives) Associate Principal, Investor Education (Options/Derivatives) Description Summary

    The Associate Principal of Investor Education is a multi-faceted role responsible for providing education to market participants about the products OCC clears by:
    • Supporting an investor education communications center for internal constituents, industry participants, and the public.
    • Developing and presenting various investor educational programs.
    • Collaborating on investor education with internal partners and industry stakeholders to support educating current and potential investors and internal colleagues about the listed U.S. options markets.


      Primary Duties and Responsibilities:

      Investor Communications Support
      • Respond to customer inquiries via phone, email and chat in a sincere, courteous, and professional manner, meeting or exceeding defined service levels.
      • Resolve trading complaints independently through explanation of complex facts and details; explain advanced product strategies, adjustments due to splits/mergers, etc.
      • Obtain investor/broker information and accurately enter the information to the database while communicating with caller, ensuring the integrity of the data.
      • Interact inter- and intra-departmentally to obtain information necessary to resolve customer issues as well as to share within the department for education and training.
      • Understand compliance communication standards and ensure that all communications adhere to those standards.


        Education Content Development and Delivery
        • Contribute to the design, development, and implementation of all aspects of Investor Education content including but not limited to digital courses, webinars, website material, newsletters, and blogs.
        • Serve as an instructor for in-person and online presentations.
        • Represent Investor Education at in-person and virtual conferences, trade shows, and on panel discussions.
        • Critique sponsored research.
        • Support educational program marketing activities and business initiatives with other cross-functional teams.
        • Travel required for live presentations, conferences, meetings, etc. up to 25% of the time.


          Industry Collaboration
          • Foster collaborative efforts with OCC member firms and participant exchanges.
          • Build and maintain a network of meaningful partnerships with various market segments including individual investors, financial advisors and institutions, with measurable results.
          • Collaborate with team members and respective committees to help build and execute a strategy to engage and educate investors and financial advisors.
          • Update and maintain customer and partner information in a customer relationship management (CRM) system.
          • Assist Investor Education marketing team on outreach strategies including event marketing, industry sponsorship, vendor contract management, content development or editorial review of collateral materials.


            Administrative
            • Effectively organize the workday to maximize productivity by utilizing proper time management techniques and adhering to the schedule.
            • Provide regular status updates on progress against business goals to Investor Education management via written trip, meeting and activity reports.
            • Participate in various Investor Education meetings, conference calls and projects.
            • Ensure compliance with all company-wide and departmental policies and procedures.
            • Participate in Disaster Recovery/Business Continuity activities and work from designated back-up location(s) or via VPN.
            • Participate in periodic testing of key controls, non-key controls and job aids to ensure policies and protocols are being properly followed. Help department proficiency by creating or updating Job Aids as necessary.
            • Perform other duties as assigned.


              The position is based in OCC's Chicago office.

              Supervisory Responsibilities:
              • None


                Qualifications:
                • Extensive knowledge of options, futures, exchange markets, clearing process and the financial industry. Minimum of 5 years of industry experience.
                • Subject matter expert and experience trading options at a broker dealer or money management firm or supporting institutional options activity with a background in options price theory and strategies.
                • Ability to discuss options and futures product issues, strategies, order routing and exchange technology, corporate actions and split/merger announcements, complaints and other related industry topics.
                • Ability to adapt to changing priorities.
                • Effective written and verbal communication, time management and organizational skills.
                • Effective public speaking skills and ability to convey complex concepts in an easy to understand manner.
                • Strong collaboration skills.
                • Excellent customer service skills and ability to resolve client escalation issues.
                • Experience in creative design and understanding of digital learning best practices preferred.
                • Strong work ethic, positive attitude and professional demeanor.
                • Strong learning agility.


                  Step 1
                  When you find a position you're interested in, click the 'Apply' button. Please complete the application andattach your resume.

                  Step 2
                  You will receive an email notification to confirm that we've received your application.

                  Step 3
                  If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.

                  For more information about OCC , please click here .

                  OCC is an Equal Opportunity Employer

                  Job Information
                  • Job ID: 55682367
                  • Position Title: Associate Principal, Investor Education (Options/Derivatives) Please refer to the company's website or job descriptions to learn more about them. Investor Education/Government Relations Intern Washington DC, Washington, United States 2 days ago Jobs You May Like Higher Education-Facilities Management-Sales... JLL Chicago, IL, United States Siemens Chicago, IL, United States Program Director Graduate Medical Education 1325 G St. NW, Suite 420 Washington, Dist. Columbia 20005-3121 (202) 470-2784

Keywords: National Society of High School Scholars, Chicago , Associate Principal, Investor Education (Options/Derivatives), Education / Teaching , Chicago, Illinois

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