Job Description

SUMMARY 

The role of CONTINUING EDUCATION CONSULTANT is a key position in the business, supporting an external client in the financial services industry. This position is responsible for developing a framework to evaluate and approve continuing education courses and instructors for a particular CE program in the field of investment advising and regulations. The Manager is responsible for developing a timeline for project deliverables; conducting meetings with the client and staff members/contractors working on the project; developing project deliverables, including criteria, rubrics, guidelines, and a CE provider handbook; and managing the project throughout its duration. 

The CONTINUING EDUCATION CONSULTANT is expected to work both independently, as well as collaboratively, to ensure project completion. This position is a hands-on manager who will be responsible for writing most of the deliverables. 

This is a fulltime contractor position through May 2021, with the possibility of becoming a fulltime Prometric employee after that time. The fulltime employee will be responsible for implementing the criteria, rubrics, and processes developed during the first phase of the project.

DUTIES & RESPONSIBILITIES

Establishing a framework for evaluating and approving CE courses and course providers for a particular CE program, to include:

• ·         Conduct kickoff meeting with client
• ·         Develop Framework project plan, timeline, and owners
• ·         Develop CE framework that establishes criteria to evaluate and approve potential CE course providers, including       applications and related materials
• ·         Establish criteria by which course providers remain in good standing
• ·         Establish criteria to evaluate and approve potential CE course instructors
• ·         Establish criteria by which course instructors remain in good standing
• ·         Establish the content rubric used to evaluate potential CE courses and the criteria used to approve courses
• ·         Establish guidelines for renewal of courses
• ·         Establish guidelines for communicating with course providers and instructors regarding approval status of new and renewal applications
• ·         Define the process used by course providers or instructors to appeal denial of an application
• ·         Define the process for performing audits of course sessions across all delivery methodologies
• ·         Develop a list of approved providers based on the framework criteria
• ·         Develop and publish a Provider Handbook

QUALIFICATIONS & EXPERIENCE

• Master’s Degree – preferably in Higher Education, Finance, or related field
• 5+ years of experience directly interacting with clients
• Experience evaluating continuing education coursework, including criteria and content rubrics
• Proven experience writing high quality products
• Demonstrated ability to plan and manage complex projects, including developing project timelines
• Excellent verbal and written communication and interpersonal skills
• Ability to work independently and as a member of a team
• Strong organizational and problem-solving skills
• Ability to work under pressure and meet exacting deadlines
• Demonstrated proficiency in Microsoft Office products, including Word and Teams