Associate Principal, Investor Education, Creative & Digital Operations
The Options Clearing Corporation (OCC)
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Benefits offered by this job
Job summary
The Options Clearing Corporation (OCC) seeks an Associate Principal, Investor Education (Creative & Digital Operations) to own Investor Education's visual identities and video production, supporting the digital website experience and accessibility across all materials.
You will lead video strategy, manage end-to-end production, collaborate with experts to translate education content into engaging formats, and oversee brand guidelines while coordinating with risk/compliance.
Qualifications
- Proven experience in video production and graphic/brand design within corporate/financial services marketing.
- Experience managing website content and applying ADA/WCAG accessibility standards.
- Strong eye for visual storytelling and brand consistency across digital and print media.
- Effective written and verbal communication, time management and organizational skills.
- Strong attention to detail, with the ability to proofread and quality-check content, designs and web pages for accuracy, consistency and brand/style adherence prior to publication.
- Ability to work collaboratively across departments, including with compliance, risk, technology and external vendors.
- Ability to manage multiple concurrent projects and adapt to changing priorities.
- Prior experience supporting Business Continuity, risk, audit or compliance-testing activities preferred.
Responsibilities
- Own Investor Education's visual identities, video production, and supports the digital website experience.
- Design digital and print assets, including presentations, infographics and email templates.
- Lead comprehensive video strategy for OIC website and social channels; plan, shoot, edit.
- Manage end-to-end video production including scripting, storyboarding, filming, editing, and delivery.
- Collaborate with subject matter experts to translate options education content into video formats.
- Maintain a video content calendar aligned with marketing and events.
- Support day-to-day administration of OIC website content updates and site structure.
- Ensure ADA/WCAG accessibility standards across digital content and audits.
- Coordinate with technology partners on remediation and accessibility testing.
- Monitor website performance and user experience metrics; propose improvements.
- Facilitate Business Continuity and compliance testing activities; coordinate with risk functions.
- Provide backup support for event operations and department admin tasks.
- Build relationships with internal stakeholders and external vendors; lead cross-functional projects.
Skills
Education
Tools
Job description
To be considered for this position, applications and resumes are accepted only through our careers site by directly applying to the posted job. We do not accept unsolicited resumes or sales solicitations from staffing agencies. Any OCC employee wishing to submit a referral must do so through their Workday account. Any resume submitted outside of an active job posting will not be considered for employment.
The Associate Principal, Investor Education (Creative & Digital Operations) owns the visual identities, video production, and supports the digital website experience for Investor Education and The Options Industry Council (OIC®), ensuring all content is on-brand, engaging and accessible. This role also facilitates Business Continuity, Management Self-Testing and Compliance activities for the department, serving as the primary point of coordination between Investor Education and OCC’s risk and compliance functions.
- Serve as the primary owner of Investor Education's visual identity, ensuring consistent look and feel across web, email, social, print and event materials.
- Design digital and print assets, including presentations, infographics, email templates, social graphics, and event collateral when applicable.
- Maintain and evolve brand guidelines, templates and style standards in coordination with OCC's corporate brand team.
- Review creative work from vendors, agencies and internal partners for brand consistency prior to publication.
- Lead comprehensive video strategy for OIC website and social. Including planning, shooting, creating and editing video content (educational segments, webinar promos, event recaps, social clips) with support from Senior Associate, Investor Education.
- Manage the end-to-end video production process, including scripting support, storyboarding, filming logistics, editing, motion graphics and final delivery.
- Partner with subject matter experts and instructors to translate options education content into engaging video and multimedia formats.
- Maintain a video content calendar aligned with Investor Education's broader marketing and event schedule.
- Support day-to-day administration of OIC website, including content updates, page builds and site structure.
- Understand, adapt and evolve the website experience to support the customer journey, aligning page flow, navigation and content with how users discover, engage with and act on OIC programs
- Ensure all website and digital content meets ADA/WCAG accessibility standards, including alt text, captioning, color contrast and screen-reader compatibility.
- Conduct periodic accessibility audits of digital properties and coordinate remediation with technology partners.
- Monitor website performance and user experience metrics, recommending improvements to content and navigation.
- Facilitate Investor Education's participation in Business Continuity/Disaster Recovery planning, including plan updates, testing exercises and after-action reporting.
- Coordinate Management Self-Testing activities for the department, including scheduling, evidence collection and remediation tracking for key and non-key controls.
- Serve as a liaison to OCC's Compliance and Risk functions, ensuring policies, procedures and job aids remain current and audit-ready.
- Maintain documentation logs for compliance reviews, testing results and business continuity exercises.
- Identify and elevate control gaps or process risks within Investor Education's processes.
- Serve as backup support for Investor Education event operations (on-site/virtual logistics, conferences), platform and technology configurations, and general departmental administrative tasks as needed.
- Build and maintain collaborative relationships with internal stakeholders (marketing, technology, compliance, risk) and external vendors/agencies.
- Lead and/or participate in departmental and cross-functional projects and meetings.
- Perform other duties as assigned.
- When applicable, provide creative and technical guidance to departmental interns and junior marketing staff supporting video, design or website projects.
The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.
- Proven experience in video production and graphic/brand design, ideally within a corporate or financial services marketing function.
- Demonstrated experience managing website content and applying ADA/WCAG accessibility standards.
- Strong eye for visual storytelling and brand consistency across digital and print media.
- Effective written and verbal communication, time management and organizational skills.
- Strong attention to detail, with the ability to proofread and quality-check content, designs and web pages for accuracy, consistency and brand/style adherence prior to publication.
- Ability to work collaboratively across departments, including with compliance, risk, technology and external vendors.
- Ability to manage multiple concurrent projects and adapt to changing priorities.
- Prior experience supporting Business Continuity, risk, audit or compliance-testing activities preferred.
- Proficiency with video editing and motion graphics software (e.g., Adobe Premiere Pro, After Effects).
- Proficiency with Adobe Creative Suite and other design tools (InDesign, Photoshop, Illustrator, Adobe Express, Figma).
- Experience with content management systems (CMS) (Kentico preferred) and web accessibility testing tools.
- Working knowledge of HTML preferred, for building and troubleshooting website pages and email templates.
- Familiarity with compliance/GRC tracking tools or processes for control testing and issue management is a plus.
- Proven proficiency in Microsoft Office products (Word, PowerPoint, Excel).
- Bachelor's degree in Design, Digital Media, Marketing, Communications or a related field, or an equivalent combination of education and work experience.
- 5+ years of experience in video production, graphic design or digital brand management.
- Experience managing website content and accessibility compliance.
- Experience supporting business continuity, compliance or controls-testing activities preferred.
None
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.
- A hybrid work environment, up to 2 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
- 401k Employer Match
- Competitive health benefits including medical, dental and vision
Visit https://www.theocc.com/careers/thriving-together for more information.
- The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
- In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
- We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on www.theocc.com/careers
- All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.
$92,400.00 - $129,600.00
8% to 15%
This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance.
OCC is an Equal Opportunity Employer
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