Job summary
Job post source
This job is directly from Morgan Stanley
Job overview
The Training Specialist at Morgan Stanley supports Wealth Management by driving platform engagement and adoption among Financial Advisors and Service Professionals, enhancing client experience and operational efficiency.
Responsibilities and impact
The role involves developing and executing platform engagement strategies, leading training sessions, providing ongoing support, collaborating with business partners, onboarding new hires, and tracking performance metrics to ensure effective platform use and adoption.
Compensation and benefits
The expected base salary ranges from $85,000 to $125,000 annually, with additional compensation potentially including commissions, bonuses, and incentive packages, along with comprehensive employee benefits and perks.
Experience and skills
Candidates should have at least 5 years of relevant experience, active or willingness to obtain SIE, Series 7, and Series 66 licenses, a college degree preferred, strong leadership, technical proficiency, excellent communication, organizational skills, and knowledge of Wealth Management and adult learning principles.
Career development
Morgan Stanley offers opportunities for career growth and mobility within the firm for employees who demonstrate passion and grit, supporting professional development and learning.
Work environment and culture
Morgan Stanley values integrity, excellence, diversity, inclusion, and work-life balance, fostering a collaborative and supportive environment with a commitment to equal employment opportunity.
Company information
Morgan Stanley is a global financial services firm with over 80,000 employees in 1,200 offices across 43 countries, known for investment banking, securities, investment management, and wealth management services.
Team overview
The Training Specialist is part of the Field Service organization within Wealth Management, working closely with market and regional teams to support platform engagement in assigned territories.
Unique job features
The role is distinguished by its focus on platform engagement strategy, leadership in training delivery, and direct impact on client experience and operational efficiency within Wealth Management.
Company overview
Morgan Stanley is a leading global financial services firm that provides investment banking, securities, wealth management, and investment management services. The company generates revenue through advisory fees, trading commissions, asset management fees, and interest income from lending activities. Founded in 1935, Morgan Stanley has a rich history marked by its role in major financial transactions and its resilience through economic cycles. The firm is known for its strong client relationships and innovative financial solutions.
How to land this job
Position your resume to highlight your experience in training, platform engagement, and coaching within financial services, emphasizing your ability to lead virtual and in-person sessions and support platform adoption.
Focus on showcasing your knowledge of Wealth Management platforms, technical proficiency, communication skills, and ability to collaborate with leadership and cross-functional teams to drive engagement and results.
Apply through multiple channels including Morgan Stanley's official careers site and LinkedIn to maximize your application visibility and ensure you reach the right hiring teams.
Connect with current Training Specialists or professionals in Wealth Management at Morgan Stanley on LinkedIn, using ice breakers like commenting on recent platform rollouts, asking about team culture, or inquiring about effective strategies for platform adoption.
Optimize your resume for ATS by incorporating keywords such as 'platform engagement,' 'Wealth Management,' 'training delivery,' 'coaching,' 'client experience,' and 'data analysis' to pass automated screenings effectively.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts, allowing you to focus your energy on preparing for interviews and networking.
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