Training Operations - Virtual Engagement Associate

Morgan Stanley Purchase , NY 10577

Posted 5 days ago

The Morgan Stanley Virtual Engagement Associate role is a unique opportunity to prepare and develop the skillset for a career in the Wealth Management division of the financial services industry. The Virtual Engagement Associate (VEA) Program is a program that offers qualified candidates the opportunity to work at Morgan Stanley and learn about the industry for a two-year period before transitioning in to a sales role. The Virtual Engagement Associate

  • Learning Management System Associate role is part of this two-year program and focuses on supporting operations of the Learning Management System including assisting business owners across Wealth Management in designing and delivering training courses. The VEA Learning Management System (LMS) Associate will provide support to the Field Development team and work for the Head of Learning Governance and Strategic Initiatives. If successful in the role, Virtual Engagement Associates will have the option to transition into a sales role (for example, the three-year Financial Advisor Associate (FAA) program).

The program has a requirement of having your Securities License (Series 7) and we will sponsor you to take and pass that exam if you do not already have it.

Position Summary

The LMS Associate role affords the opportunity to gain a broad perspective of wealth management, individual business units and field coverage across the firm with a focus on oversight of training. Responsibilities include:

  • Day-to-day processing, support and collaboration of the LMS with course owners, business owners, learners and LMS partners.

  • Initiating and guiding course owners through processes including intake of courses and how to design, develop, partner with vendors, integrate and test.

  • Maintaining the Wealth Management instance of the LMS, reports, inventory, troubleshooting, assigning courses/curricula, and testing coordination.

  • Performing various learning management system administrative tasks such as removing/waiving courses, transcript lookups, deactivation/archiving courses, maintaining rosters and testing.

  • Investigating/researching issues, problem-solving and remediation.

  • The role requires significant collaboration across business units and with multiple support/resource groups.

  • Partner with the Head of Learning Governance in the strategic development of the Required Training Portfolio and the tactical execution of changes and improvements to the program.

Virtual Engagement Associate

  • LMS Associate Job Requirements:
  • Must hold a Bachelor's degree with at least three years professional experience in finance, business development, management, education, military, or other business-related field.

  • Securities Industry Essentials (SIE), Series 7, and Series 66 (or equivalent) preferred, required within 4 months of joining the program.

  • Possess exemplary communication, presentation and time-management skills

  • Experience with Learning Management Systems, instructional design, training delivery

  • Organized, focused, and highly disciplined; can work independently and is entrepreneurial

  • Skilled in Excel and PowerPoint; adept at learning new technology

  • Experience with data management, data management tools, reporting

  • Experience with troubleshooting, problem-solving and remediation

  • Ability to manage multiple projects, tight timelines, work outside of standard processes

  • Establish, maintain, and support strong working relationships

  • Demonstrate accountability and a strong work ethic to promote confidence and trust in their work

  • Be authorized to work in the U.S. without durational restrictions

Successfully complete background check and pre-employment assessments

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Training Operations - Virtual Engagement Associate

Morgan Stanley