Position Description

Commonwealth of Pennsylvania
POSITION DESCRIPTION FOR JOB POSTING
Position Number: 50418165	Description Activated On: 10/8/2026 2:59:17 PM

Position Purpose: Describe the primary purpose of this position and how it contributes to the organization’s objectives. Example: Provides clerical and office support within the Division to ensure its operations are conducted efficiently and effectively.

This position performs analytical, administrative, and program support work to the Department of Banking and Securities Financial Education, Protection, and Outreach Office.

Description of Duties: Describe in detail the duties and responsibilities assigned to this position. Descriptions should include the major end result of the task. Example: Types correspondence, reports, and other various documents from handwritten drafts for review and signature of the supervisor.

Provides outreach, education, and engagement through various in-person and virtual mediums/methods across the state to educate and inform consumers and help them invest wisely and avoid fraud.

Reviews and evaluates investor education programs and outreach initiatives to determine their impact and extent to which the goals and objectives are being met. Work involves participating in strategic planning for the Financial Education, Protection, and Outreach Office by reviewing, researching, analyzing data, and developing recommendations to increase efficiency, improve service, and/or provide cost savings.

Develops and implements investor education and protection initiatives, including developing new outreach strategies, identifying emerging investment risks, and creating advanced program materials tailored to specialized audiences. Evaluates initiative effectiveness and recommends program improvements.

Develops, revises, coordinates, and implements policies and procedures for meeting the goals and objectives of consumer-oriented outreach, education and engagement programs and events.

Develops visual reports, infographics, and dashboards to analyze and communicate findings and trends to management and makes recommendations for outreach strategies.

Manages and coordinates investor education projects, initiatives, and awareness campaigns. Develops proposals and recommendations for new initiatives that respond to consumer needs and emerging risks.

Prepares data collection tools and gathers information through consumer surveys, research, agency contacts, and system queries to support program evaluation and program development activities.

Meets with program staff to discuss program issues, including identifying areas in the Commonwealth that are undeserved or underrepresented on the outreach map and recommending venues and/or partnerships to address outreach gaps.

Develops and recommends improvements or revisions to policy, operating procedures, outreach plans, and content based on data analysis and customer feedback.

Uses research techniques to collect and analyze information needed to recommend changes or improvements in investor education program delivery. Reviews program evaluation results and compiles findings into written reports. Makes recommendations based on report findings.

Analyzes data, legislation, and consumer issues to develop, revise, coordinate, and implement consumer oriented programs, and evaluates consumer needs to develop new programs and materials designed to improve outreach, engagement, and education across the Commonwealth.

Represents the Department at legislative expos and community related events. Answers questions on securities, consumer protection, and helping the public understand the Department's overall functions and services.

Examines investor education database, press releases, and event documentation to identify and correct missing or inconsistent information, duplicate records, and other data issues, and develops solutions to improve data integrity and workflow efficiency.

Develops agency publications and educational materials, which include content development, information gathering, and design. Tracks inventory and orders reprints and supplies as needed.

Reviews complex presentation requests to determine the feasibility of the request along with what resources are necessary, and what individuals should be involved. Reviews new legislation related to requested presentation topics.

Assesses consumer inquiries to provide accurate program information, assists in resolving scheduling or logistical issues affecting outreach activities, and identifies potential partnerships or outreach opportunities based on data trends and program needs.

Represents the Department as needed in media interviews on topics related to the Department's education and outreach initiatives.

Performs other job duties as required.

Decision Making: Describe the types of decisions made by the incumbent of this position and the types of decisions referred to others. Identify the problems or issues that can be resolved at the level of this position, versus those that must be referred to the supervisor. Example: In response to a customer inquiry, this work involves researching the status of an activity and preparing a formal response for the supervisor’s signature.

The position evaluates program and outreach data to identify errors, gaps, or inconsistencies; selects appropriate methods for data collection and analysis; determines how best to present program information through draft reports, infographics, and visual summaries; and determines recommendations and appropriate courses of action based on findings. The position develops and recommends the creation or revision of consumer-oriented programs, policies, and procedures. The position determines relevant content for complex presentation topics and publications and develops recommendations for program improvements, which are reviewed by the supervisor.

Requirements Profile: Identify any specific experience or requirements, such as a licensure, registration, or certification, which may be necessary to perform the functions of the position. Position-specific requirements should be consistent with a Special Requirement or other criteria identified in the classification specification covering this position. Example: Experience using Java; Professional Engineer License

Experience:

Licenses, registrations, or certifications:

1.   N/A

2.   N/A

3.   N/A

4.   N/A

5.   N/A

6.   N/A

Essential Functions: Provide a list of essential functions for this position. Example: Transports boxes weighing up to 60 pounds.

1.	Collects, organizes, reviews, and summarizes program information and data.
2.	Speaks publicly to audiences of various age groups and audience sizes.
3.	Communicates effectively, both verbally and in writing.
4.	Prepares reports tables, charts, graphs, summaries, and correspondence.
5.	Proficiently navigates PC/applications/systems.
6.	Maintains accurate records, tracking documents, and project files.
7.	Travels as required. Including out of state and overnight travel as needed.
8.	Uses spreadsheets, databases, and other electronic systems to record, track, and analyze information.
9.	Possesses and maintains a REAL ID or passport.
10.	Lifts and moves up to 50 lbs from floor to table.