We clear and settle trades for the options industry.
Chicago, IL

Sr. Associate, Investor Education Marketing and Operations (Digital Media & Events Planning) at OCC (Chicago, IL)

| Chicago
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Who We Are
The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization.
Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions.
As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms.
More information about OCC is available at www.theocc.com.
What We Offer
A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:
  • A hybrid work environment, up to 3 days per week of remote work
  • Tuition Reimbursement to support your continued education
  • Student Loan Repayment Assistance
  • Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
  • Generous PTO and Parental leave
  • Competitive health benefits including medical, dental and vision

What You'll Do
The Senior Associate, Investor Education, Marketing and Operations is responsible for helping to implement comprehensive, integrated marketing strategies for Investor Education initiatives including programs and services related to The Options Industry Council (OIC).
This role is also responsible for managing assigned social media platforms as well as assisting in the facilitation of OCC internal events and external activities on behalf of Investor Education.
Primary Duties and Responsibilities:

  • Facilitate and execute targeted marketing campaigns, initiatives and events through appropriate delivery channels in alignment with business and industry priorities.
  • Develop and implement social media marketing strategies for assigned social media channels.
  • Develop and curate engaging content for social media platforms and report on key performance metrics related to engagement.
  • Assist in maintaining Investor Education-related website content to ensure it is up-to-date, accurate and engaging.
  • Support the deployment and automation efforts for Investor Education email campaigns.
  • Implement digital content across Investor Education's communication channels in partnership with subject matter experts and management.
  • Gather, analyze and present educational program performance metrics to the marketing team.
  • Facilitate the day-to-day relationships with external vendor(s) as applicable.

Event Coordination
  • Support the Investor Education, Associate Principal (Events and Marketing) in the planning and execution of OCC internal events and external activities on behalf of Investor Education.
  • Analyze and evaluate event results with a focus on continuous improvement.

Department Operations
  • Participate in various corporate and departmental projects.
  • Participate in various departmental and cross-functional meetings.
  • Track Investor Education expenditures and provide reporting as needed for forecasting and budget planning exercises.
  • Monitor compliance document review cycles and serve as primary facilitator for all department policies, procedures and job aids.
  • Perform periodic testing of key controls, non-key controls and job aids to ensure policies and protocols are being properly followed. Update compliance documents as required.
  • Ensure compliance with all company-wide and departmental policies and procedures.
  • Foster a success-oriented, results-driven environment through adaptive problem solving and strategic thinking.
  • Develop a network of meaningful collaborative relationships with key internal and external stakeholders.
  • Assist in building a high-performance team through mentorship.
  • Participate in Disaster Recovery/Business Continuity activities and work from designated back-up location(s) or via VPN.

Supervisory Responsibilities:
  • Act as a mentor for departmental interns in coaching/development, training and assist in supervising completion of intern projects.

  • Proven work experience in digital marketing (securities industry knowledge is preferred).
  • Demonstrated success in executing digital marketing campaigns.
  • Previous experience managing social media channels (Facebook, Twitter, LinkedIn and YouTube).
  • Effective written and verbal communication, time management and organizational skills.
  • Ability to work collaboratively with team members within and outside of the department, including external vendors, exchanges and member firms as needed.
  • Ability to adapt to changing priorities.

Technical Skills:
  • Proven proficiency with Microsoft 365 products (Word, PowerPoint, Excel).
  • Strong working knowledge of email marketing platforms and analytical applications (Pardot, Google Analytics, Google Tag Manager is highly preferred)
  • Familiarity with content management systems (CMS) and customer relationship management systems (CRM) (Kentico, Absorb, Salesforce is preferred).
  • Working knowledge of Adobe Creative Suite specifically InDesign, Photoshop and Illustrator.

Education and/or Experience:
  • Bachelor's degree in any field; with a concentration in Marketing, Integrated Marketing or Communications (English preferred) or an equivalent combination of education and work experience.
  • 3+ years of experience working in a marketing capacity with a strong digital emphasis.
  • 3+ years of event coordination experience.
  • 3+ years of experience in business writing and editing.
  • 3+ years of experience in project management and operations.

Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach 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
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Where we are

Adjacent to the Willis Tower, close to CTA, Metra and expressways with plenty of food and entertainment options nearby.

Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PerlLanguages
    • PythonLanguages
    • RLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • SwiftLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks

What are OCC Perks + Benefits

OCC Benefits Overview

Educational Assistance and Student Debt Forgiveness, 12-week paid parental leave, technology stipend up to $2,000, mobile data reimbursement of $35 per month. Open offices, online health coaching.

Volunteer in local community
Each year, OCC employees select a locally-based charitable organization for each of our three offices (Chicago, Dallas and Washington, D.C.). We offer multiple opportunities to get involved.
Partners with Nonprofits
OCC Partners with local organizations in Dallas, Chicago and DC to raise funds and support their missions. Employees select the charity and are eligible for up to 8 hours of paid time to volunteer.
Friends outside of work
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
OCC provides employees with a 401(k) matching plan managed by Fidelity. We match 50% of contributions up to 6% of an employee's annual gross pay.
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Flexible Work Schedule
OCC provides employees with a flexible work schedule that includes Flexible start and end times.
Vacation & Time Off Benefits
Generous PTO
OCC employees receive between 22 and 32 days per year of paid time off based on years of service.
Paid Volunteer Time
Eligible employees get 30 days of paid sabbatical after their first 10 years of working at the company.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
OCC Offers pre-tax commuter benefits for employees in Chicago and Washington, D.C.
Happy Hours
Relocation Assistance
OCC offers relocation assistance which varies based on the position level and location.
Professional Development Benefits
Job Training & Conferences
OCC offers employees professional development opportunities including onsite training courses and the ability to attend job related certification courses, conferences and seminars.
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $1000.
Lunch and learns
OCC hosts leadership lunches on a regular basis so you can learn about your colleagues and their unique backgrounds.
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications
Employees are strongly encouraged to stay current in relevant technologies and supports certification programs.

Additional Perks + Benefits

We were just recognized as a best place to work for working parents! Take a look at our blog post here: https://www.theocc.com/Newsroom/Views/2021/04-26-OCC-Designated-as-Best…

An Insider's view of OCC

What are some social events your company does?

Monthly happy hours and cultural celebrations to honor our diverse workforce.


Executive Director, Talent Acquisition

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