Training Specialist

As a member of the Field Service organization within Wealth Management, the Training Specialist is an extension of the market and regional teams that support the assigned territories. They provide ongoing platform support to Financial Advisors and Service Professionals, focusing on key platform enhancements and rollouts while developing strategies to encourage continuous engagement. Key Responsibilities 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, workshops 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 Incorporate strategic priorities and messaging into all platform engagement responsibilities, such as driving efficiencies and enhancing the Morgan Stanley client experience 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 Education and/or Experience Minimum of 5 years’ work experience in a field relevant to the position Active SIE, Series7 (GS) and Series66 (AG/RA) or willingness to work towards licensing College degree preferred Knowledge and Skills Required Proven leadership and coaching abilities Technically proficient and quick learner of new platforms and changes Expert knowledge of basic personal computer, MSOffice 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 Compensation Expected base pay rates for the role will be between $85,000 and $125,000 per year at the commencement of employment. Base pay will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs. Benefits We are committed to maintaining first‑class service and high standards of excellence. Our values guide decisions daily and support employees with comprehensive benefits and perks, including work‑life balance and growth opportunities. Equal Employment Opportunity 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, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership, 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). #J-18808-Ljbffr