We’re seeking someone to join our team as an EDD Operations Training Program Director in Wealth Management Operations to provide support as part of the centralized Training program within the EDD Operations organization. This position will play a key role in defining, developing and enhancing training for EDD Operations colleagues.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. 

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. 

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on… 

What you’ll do in the role: 

•       Create and/or edit training materials such as new hire onboarding, refresher trainings, systems training, etc. in partnership with key stakeholders and ensuring proper approvals are obtained

•       Track and monitor data related to training completion, and escalation processes for training not completed within timelines

•       Identify training gaps and conduct needs assessment to determine the specific training needs of different EDD Operations groups

•       Track training requests that come in from EDD Operations team in order to action to completion

•       Coordinate with cross-functional stakeholders to identify/agree on training scope, process, dependencies, milestones, and major deliverables

•       Administer training to staff, both on a scheduled basis and as needed (e.g., procedural updates)

•       Develop and administer training metrics and assessments to evaluate the effectiveness of training programs

•       Assist in developing role-based training plans

•       Assist in roll out of training and communications following a procedure, process, system, or regulatory update

•       Responsible for proactively managing the training repository, and ensuring timely execution of updates

•       Identify and escalate training related issues to leadership

•       Contribute to relevant discussions and decisions, and assist in action item tracking, project plans, milestones, and meeting documentation

•       Leverage globally available learning content and solutions to support organizational and business specific learning needs

•       Investigate, identify issues, impacts and trends to improve processes, procedures and training

•       Collaborate with internal stakeholders as appropriate

•       Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes

•       Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognise risks and draw out key issues

What you’ll bring to the role: 

•  Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels

•  Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team

•  Ability to operate independently across the majority of day-to-day responsibilities

• Culture carrier across Operations, embracing the Firm's core values and acting as a role model

• A clear communicator with experience in delivering presentations or communications (written or verbal)

• Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels

• Investigate, identify issues, impacts and trends to provide comprehensive training

• Strong time management skills and ability to set own schedule without falling behind on tasks.

• Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively

•  Distill complex ideas and concepts into actionable items

•  Ability to handle highly confidential information with appropriate discretion

• At least 4 years’ relevant experience would generally be expected to find the skills required for this role

•  Experience of providing new joiner training or buddying a plus

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. 

At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity 

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.

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). 

Expected base pay rates for the role will be between $85,000 and $130,000 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.