Senior Manager, Communications and Events (Corporate Services)

Job Number: 1278

External Description:
THE COMPANY

E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the company has long been at the forefront of the digital revolution, offering easy-to-use solutions for individual investors and stock participants. Founded on the principle of innovation and determined to level the playing field for individual investors, E*TRADE delivers digital platforms, tools, and professional assistance to help investors and traders meet their near-and long-term investing goals. The Company provides these services both online and through its network of customer service representatives and financial consultants - over the phone at two national branches and in-person at 30 E*TRADE branches.


E*TRADE's Corporate Services (ETCS) is the leader in equity compensation administration for public and private corporations driving retail brokerage accounts and assets for E*TRADE Financial Corporation. We execute on this objective by providing a best-in-class administration platform, service excellence through our service delivery model, and a robust participant experience to integrate equity awards into an overall financial picture.

This role is responsible for the development and delivery of both internal and client-facing communications and event project management for E*TRADE's Corporate Services, and will be tasked with being an expert in E*TRADE's Equity Compensation products and related internal processes, procedures, and standards.

• Project manage all aspects of conference and event activities, including event show guides, private meeting schedules, bios, agendas, dinner invitations, event assessment, certificate processing, surveys and engagement tracking
• Help lead the communications, speaker proposal, and project management strategy for events like E*TRADE's Directions conference, Regional Forums, National Association of Stock Plan Professionals (NASPP), Global Equity Organization (GEO), Certified Equity Professional (CEPI), and the Client Advisory Board
• This person would be responsible for crafting internal communications for events, announcements, product launches, award programs, and other group deliverables
• Help plan and direct all aspects of internal communications for sales and service management programs.
• Develop policies and procedures for processes in order to ensure optimization and compliance with established standards and regulations
• Review event, communications and video proposals to determine costs, timeline, and funding
• Responsible for the coordination and completion of event, internal award and other related projects. Plans, sets deadlines, assigns responsibilities, and monitors project completion.
• Proactively identifies opportunities for sales process improvement. Assists Sales Management in understanding process bottlenecks and areas for improvement
• Help develop strategies for new content areas and deliver client ready user guides and internal FAQs
• Improve the effectiveness of our content through analyzing customer data, redefining nomenclatures , improving content quality and implementing methods to effectively delivering communications
• Interacting extensively with stakeholders (e.g. sales, relationship management, marketing, compliance, legal and clients) in response to their needs as well as solicit their ideas on methods to enhance our offering
• Provide needed reporting/metrics for events and communications effectiveness to determine ROI
• Proactively work to stay abreast of changes to regulatory requirements and work with the appropriate internal and business partners to make changes to content as necessary.

REQUIREMENTS

• Bachelor's degree
• 3-5 years of experience in communications delivery and / or event planning and communications
• Prior experience in a B2B service model, especially in a benefit related role (e.g. equity compensation or 401(k))
• Experience scheduling and facilitating WebEx meetings
• Excellent writing, presentation and communications skills. Ability to articulate big picture, strategic priorities in MS PowerPoint format to stakeholders in sales, relationship management, compliance and legal
• Strong business and project management, planning and organization skills including the ability to manage multiple projects simultaneously in a dynamic environment
• Manage extensive cross-group coordination at all levels of the organization utilizing outstanding people skills, demonstrating both impact and influence.
• Demonstrated ability to take initiative to solve problems a self-starter
• Excellent customer service attitude, project management and time management skills
• Strong presentation and communication skills required
• Ability to develop and deliver presentations for industry conferences preferred
• Experience with equity compensation or E*TRADE's products and services
• Certified Equity Professional Level 1 preferred or after hire date

ETRRSR

BENEFITS

We offer a competitive and comprehensive benefits package. Please visit https://etradecareers.com/why-work-at-etrade/employee-benefits to learn more about the opportunities.

E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.

Job Number: IRC130164

Community / Marketing Title: Senior Manager, Communications and Events (Corporate Services)

Location_formattedLocationLong: Alpharetta, Georgia US