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 hr_recruit@hksi.org . 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.)