Job Description
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
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As a member of the Field Service organization within Wealth Management, the Training Specialist is also an extension of the market and regional teams that they support throughout the territories assigned to them. They are responsible for providing ongoing platform support to Financial Advisors and Service Professionals, focusing on key platform enhancements and rollouts as well as developing strategies to encourage continuous engagement and adoption on existing platforms.
Key Responsibilities:
- Partner with Home Office, Regional and Market leadership teams to develop a platform engagement strategy and execution plan for territories assigned
- Lead virtual and/or in-person group sessions, workshop and/or one-on-one trainings on how to use new and existing platforms and reinforce messaging around why these platforms are important to practices and clients
- Offer continuous support, refresher sessions and regular communications to ensure teams remain proficient with platforms and focused on engagement and adoption
- Incorporate strategic priorities and messaging into all platform engagement responsibilities, such as driving efficiencies and enhancing the Morgan Stanley client experience
- Service as a subject matter expert for a set of defined key platforms, while also providing general support for all other platforms
- Assist with new hire onboarding, ensuring seamless transitions into the firm
- Collaborate with key business partners across the firm to assist markets with additional platform support needs
- Regularly track key metrics and key performance indicators to remain focused on delivering results
- Share success stories with peers to drive a culture of collaboration and maximize impact
Education and/or Experience:
- Minimum of 3 years of work experience in a field relevant to the position
- Active SIE, Series 7 (GS) and Series 66 (AG/RA) or willingness to work towards licensing
- College degree preferred
Knowledge and Skills Required:
- Proven leadership and coaching abilities
- Technically proficient and quick learner of new platforms and changes
- Expert knowledge of basic personal computer, MS Office and internet applications
- Advanced knowledge of Wealth Management industry
- Excellent written and verbal communication skills to convey complex information effectively
- Ability to adapt communication style to suit different audiences and learning styles
- Exceptional organizational and time management skills to effectively manage schedules
- Ability to analyze data to identify opportunities and drive results
- Open to feedback and flexible to adjust approach based on feedback and evolving needs
- Ability to manage relationships, motivate and lead groups of people at various levels
- Team player, with the ability to also work independently
- Knowledge of adult learning principles a plus
Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).