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Director - SRU Training Specialist _Wealth Management

AT Morgan Stanley
Morgan Stanley

Director - SRU Training Specialist _Wealth Management

Mumbai, India

Description:

The SRU Training Specialist will work closely with the SRU Head of Training to develop and deliver training content required for the review and approval of Asset Movement Team transactions and expense reports. They will be responsible for creating a dynamic atmosphere that helps new and existing employees learn so they are confident in their knowledge of platforms, policies and procedures, and department provided resources. The Training Specialist will escalate any issues to the SRU Head of Training when appropriate and will collaborate with other partners related to Asset Movement Team transactions and expense reviews and approvals.

Responsibilities:
• Conduct new hire and ongoing training classes

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• Possess unique knowledge and experience with all platforms and systems used by the SRU
• Clearly articulate changes to the technology platform impacting the departments processes and procedures
• Collaborate, provide feedback, and identify any inconsistencies on department resource manuals, materials and newsletters
• Work closely with Management to provide consistent messaging of policy and procedural updates
• Perform a needs analysis within the department and subsequently develop and maintain a resource material
• Initiate and take ownership of projects related to content and training updates and subsequent communications within the department
• Ability to deliver coaching sessions in a one-to-one setting
• Drive discussions and determine supplemental resource needs in management and team meetings
• Analyze and report applicable metrics, training impact, user experience and escalations
• Provide coverage and support to the Asset Movement Team and Expense Team employees on a consistent basis
• Collaborate with Risk Analysts and Quality Improvement Analysts and be willing to provide assistance as needed
• Collaborate with other members of the SRU Training Team to create consistency with US domestic training classes
• Periodic touch points with Asset Movement Team Managers and Expense Team Managers to ensure consistency across sites

Education and Experience:
• Bachelor's degree required or equivalent education experience
• 5-9 years of industry experience
• Previous content aggregation and delivery, or related experience preferred

Knowledge and Skills:
• Highly Effective written and verbal communication skills
• Strong Attention to detail and excellent follow up skills
• Appropriate escalation of items
• Evidence of strong interpersonal and client service skills
• Ability to organize and prioritize assignments in a deadline oriented environment
• Self-motivated and able to work in a fast paced environment
• Basic knowledge of Operational Policies & Procedures
• Proficiency in Microsoft Office Suite

"Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents"

Client-provided location(s): Mumbai, Maharashtra, India
Job ID: Morgan-549781783675
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)