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Shared Services - Instructional Designer, Director - Wealth Management Operations

Company: Morgan Stanley
Location: South Jordan
Posted on: June 6, 2021

Job Description:

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.

Reporting to the Learning and Development Manager, this role works closely with Shared Services and Senior Leadership to identify training needs and skills gaps and develops appropriate learning solutions leveraging a variety of delivery methods.

Primary Responsibilities

  • Expected training design responsibility includes development of new hire training materials, recurrent training and initiative based training for instructor led as well as e-learning in both a virtual and in face to face environment
  • Develop robust learning solutions to address both broad-based and unique needs
  • Ensure the learning solutions continue to adapt to the changing service center culture and client expectations
  • Conduct in depth needs analysis for assigned projects and initiatives; manage all aspects of assigned projects including strategy, timeline, development and measurement
  • Measure effectiveness of training programs; utilize information collected to enhance current and future offerings
  • Conduct ad-hoc projects and tasks as assigned by management


  • Proven strong leadership skill and a record of building impactful learning solutions
  • Experience creating a positive work environment
  • Strong understanding of learning delivery methods and practices; facilitation experience preferred
  • Excellent communication, presentation and interpersonal skills with the ability to network and establish relationships across the Firm, including senior management
  • Ability to multi-task, prioritize and excel in a fast-paced, deadline driven environment
  • Strong organizational skills, attention to detail, and excellent follow-up skills
  • Self-motivated with the ability to work autonomously and succeed in a team environment
  • Strong understanding of and ability to use the Microsoft Office 2010 suite including; Word, PowerPoint, and Excel
  • Proficient in e-learning development tools such as Adobe Captivate, Storyline Articulate or equivalent
  • Minimum 1 Year of dedicated instructional design experience; experience with virtual learning solutions a plus

Keywords: Morgan Stanley, South Jordan , Shared Services - Instructional Designer, Director - Wealth Management Operations, Other , South Jordan, Utah

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