Training Specialist Training Specialist …

Morgan Stanley
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Morgan Stanley
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Training Specialist
Training Specialist

 Train branch and field personnel on all aspects of the desktop, best practices, implementing solutions for increased productivity, client service and efficiency. Aligns firm and local objectives and initiatives.  Primary point of contact for Field Management for all desktop and platform related training programs.

Primary Responsibilities         
 Possess unique knowledge and experience with platforms and systems
 Become a SME on any changes to the desktop and platform
 Author and maintain training manuals, materials and newsletters utilized within the field
 Perform a needs analysis within territory and subsequently develop and maintain a custom learning plan or unique training program
 Ability to tailor the training approach to maximize the impact within territory
 Initiate and take ownership of projects within The Training Group
 Present at large scale events upon request by the Divisional Training Manager and field partners (500 plus attendees)
 Ability to deliver training in an individual one-to-one coaching setting with all members of the field
 Provide coaching support during the technologies pilot deployment phase
 Drive training discussions in Divisional, Regional and Complex meetings
 Provide leadership within divisional training team and branch management
 Develop and maintain a strong partnership between Information Technology, the BU and the DPRM department
 Mentor and train new Training Specialists
 Partner and develop relationships with Local Management teams, branch technology coordinators, CSA coaches and Learning Partners
 Coordinate feedback and provide unique UX input for development and business areas
 Responsible for demonstrating the capabilities of the technology and desktop platform to potential recruits during their VIP visits (specific to their book of business)
 Analyze and report applicable metrics, training impact, field feedback, user experience and escalations
 Manage/Escalate Issues
 Act as SME on projects as needed
 Contribute to running of The Training Group

Minimum Qualifications
 Expert ability to create presentations, programs and training materials.
 Proven ability to employ cross-platform experience in all aspects of a blended learning program
 Advanced knowledge of Branch environment and the brokerage industry
 Proven leadership and mentoring ability
 Expert knowledge of PCs, MS Office and Internet applications
 Advanced ability to recognize and communicate ways to leverage technologies to enhance business practice, efficiency, time management and communication systems
 Excellent oral and written communication skills
 Strong organization and presentation skills (ability to conduct presentations to all levels of personnel including management).
 Extensive travel up to 80%
 Must be able work independently
 Must be flexible, self-directed and detail-oriented

 College degree preferred or commensurate applicable experience.
 Series 7 preferred

Primary Location: Americas-United States of America-North Carolina-Charlotte
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Sep 29, 2020
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