Manager, Education & Development

Hong Kong Securities and Investment Institute; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Hong Kong Securities and Investment Institute (HKSI Institute) is seeking a Manager to oversee public CPT/CPD training operations, including planning, trainer coordination, class delivery and learner communications. You will also supervise the Education and Development Department (EDD) operations team and ensure high-quality program administration.

The role requires strong project management, stakeholder engagement and reporting skills, with experience in CPT/CPD accreditation and financial

Qualifications

• Bachelor’s degree or equivalent in related discipline.
• At least five years’ relevant experience in learning and development, professional education, training operations or programme management.
• At least two years’ supervisory or team leadership experience.
• Experience in CPT/CPD programme administration, webinar delivery, trainer/speaker liaison and stakeholder management is an advantage.
• Professional qualifications in learning and development or financial services will be an advantage.

Responsibilities

• Plan and manage CPT/CPD public classes, webinars and seminars.
• Coordinate trainers, speakers and internal teams for offerings.
• Oversee end-to-end public class operations and admin.
• Maintain relationships with trainers, regulators and clients.
• Coordinate course outlines, speaker info and materials.
• Collaborate on eDM, website and online portal for promotion.
• Prepare training statistics, enrolment and management reports.
• Support accreditation and quality assurance processes.
• Lead and develop the EDD operations team.
• Handle issues, escalate when needed and manage projects.

Skills

Project management

Organisational skills

Multi-tasking

Stakeholder management

Communication skills

Analytical skills

English and Chinese

Education

Bachelor's degree

Tools

Microsoft Office

LMS

Webinar platforms

eDM tools

Training administration systems

Job description

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, escal... 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.

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

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

(Data collected will be used for recruitment purposes only.)

The Hong Kong Securities and Investment Institute ("HKSI Institute") was founded in 1997, with the support of the Securities and Futures Commission, Hong Kong Exchanges and Clearing Limited and industry leaders to set, raise and promote professional standards for the financial services industry in Hong Kong.