Manager, Education & Development

Job Summary

Reporting to the Head of the Education and Development Department (EDD), the Manager will oversee public CPT/CPD training operations, including course planning, trainer and stakeholder coordination, class and webinar delivery, learner communications, reporting, quality assurance and supervision of the EDD operations team.

Key Responsibilities

• Plan and manage the annual and rolling schedule of CPT/CPD public classes, webinars, seminars and selected featured training activities.
• Coordinate with trainers, speakers, moderators, subject matter experts and internal teams to launch new or revamped training offerings aligned with market needs and EDD priorities.
• Oversee end-to-end public class operations, including course set-up, enrolment monitoring, logistics, webinar support, attendance tracking, evaluation follow-up and post-course administration.
• Maintain effective relationships with trainers, regulators, professional bodies, committee members, corporate clients and internal stakeholders.
• Coordinate course outlines, speaker information, training materials, appointment letters, approval workflows and participant communications to ensure timely and accurate delivery.
• Work with Corporate Communications and internal teams on electronic direct mail (eDM), website, online portal and other promotional support to enhance course visibility and enrolment.
• Prepare regular and ad hoc reports, including training statistics, enrolment/income analysis, committee materials, meeting minutes and management updates.
• Support accreditation, CPD/CPT recognition and related quality assurance processes, including SFC CPT, IA CPD, MPFA CPD and HKMA ECF where applicable.
• Lead and support the EDD operations team, including task allocation, coaching, onboarding of new staff and workload coordination during peak periods.
• Handle operational issues professionally, escalate complex or sensitive matters where appropriate, and lead or support ad hoc departmental projects.

Skills, Abilities and Knowledge Required

• Strong project management, organisational and multi-tasking skills, with the ability to manage multiple classes, stakeholders and deadlines simultaneously.
• Good understanding of training operations, webinar/class logistics, enrolment administration, attendance tracking and learner evaluation processes.
• Strong communication, stakeholder management and problem-solving skills, with confidence in working with trainers, practitioners, committee members and internal teams.
• Good analytical and reporting skills, with attention to detail and ability to prepare training statistics, business updates and management summaries.
• Familiarity with financial services and securities-related regulatory requirements, with knowledge of CPT/CPD accreditation requirements being an advantage.
• Good command of written and spoken English and Chinese. Fluency in Cantonese and Putonghua will be an advantage.
• Proficiency in Microsoft Office. Experience with LMS, webinar platforms, eDM tools or training administration systems will be an advantage.
• A hands-on, responsive and service-oriented team player with sound judgement, accountability and the ability to work under pressure.
• Immediate availability is preferred.

Qualification Requirements and Work Experience

• Bachelor’s degree or equivalent in Training & Development, Business Administration, Education, Finance, Communication or a related discipline.
• At least five (5) years’ relevant experience in learning and development, professional education, training operations or programme management, preferably in the financial services industry.
• At least two (2) years’ supervisory or team leadership experience.
• Experience in CPT/CPD programme administration, webinar delivery, trainer/speaker liaison and stakeholder management will be an advantage.
• Professional qualifications in learning and development, project management or financial services will be an advantage.

For those who are interested, please send your resume with expected salary via email to [email protected].

A competitive remuneration package will be offered to the successful candidate.

For more information about the HKSI Institute, please visit www.hksi.org.

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