Training Specialist at Morgan Stanley

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Apr, 26

Salary

125000.0

Posted On

08 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Training, Leadership, Coaching, Communication, Organizational Skills, Time Management, Data Analysis, Platform Engagement, Wealth Management, Technical Proficiency, Adult Learning Principles, Collaboration, Client Focus, Adaptability, Motivation, Support

Industry

Financial Services

Description

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 Serve 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 Minimum of 5 years' 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 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 Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $125,000 per year at the commencement of employment. 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.

Responsibilities

The Training Specialist will partner with leadership teams to develop engagement strategies and lead training sessions on platform usage. They will also provide ongoing support and track performance metrics to ensure effective adoption of platforms.