The Training Specialist will work closely with the Head of Training to develop and deliver training content required for the review and approval of the 9/10 transaction reports submitted by or on behalf of Field Partners.  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 upon mastery of the material needed to successfully perform the job.  The Training Specialist will escalate any issues to the Head of Training when appropriate and will collaborate with other partners on related transaction report reviews and approvals.  

Responsibilities Include:

• Conduct new hire and existing hire training classes

• Possess unique knowledge and experience with ALL platforms and systems used by the departments

• Become a SME on any changes to the technology platform impacting the departments processes and procedures

• Collaborate and provide feedback on department resource manuals, materials and newsletters

• Work closely with Management to provide consistent messaging of policy and procedural updates across sites and teams

• 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 an individual 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 suggestions and work with internal partners on how to mitigate clear deficiencies in policy or procedure that create risk for our department or the Firm

• Provide coverage and support to the 9/10 transaction report queue employees on a consistent basis

• Ability to handle a high volume of activity in a fast-paced environment across multiple time zones

• Collaborate with Risk Analysts for other groups and be willing to provide assistance as needed

• Collaborate with other members of the SRU Training Team to drive similarities to US domestic training classes

• Periodic touch points with Line of Business Managers and Business Leads to ensure consistency across sites

• Other duties as assigned

Education and Experience:

• Licensing Required; Series 7, 66 or 63 and 65, Series 9/10

• Bachelor’s degree required or equivalent education experience

• 2-5 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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.