Required Training Program Lead, VP

Morgan Stanley • Purchase, NY

2d • Onsite

About The Position

The Wealth Management Training Working Program Lead is responsible for overall governance, oversight, and execution of the Wealth Management Required Training Program. This role serves as the primary point of contact for Wealth Management stakeholders seeking to assign, modify, or remove required training within employee development plans, ensuring training assignments align with business needs, operational readiness, technology changes, and firmwide standards. The role partners closely with Firmwide Training Governance (led by NFR and HR) and participates in working groups across assignment, content, and standards, with accountability for ensuring effective and appropriate use of required training versus alternative mechanisms (e.g., communications). In addition, this role oversees the Wealth Management instance of the Cornerstone Learning Management System (LMS) with an offshore LMS administrator who is building training plans and handles day-to-day field inquiries.

Requirements

• Bachelor’s degree or equivalent practical experience required.
• Significant experience operating within a regulated financial services environment preferred.
• Experience leading cross-functional working groups and influencing without direct authority; people management experience (including offshore resource management) strongly preferred.
• Stakeholder management & partnership: Excellent interpersonal skills; ability to build trust across business, operations, technology, and governance partners.
• Communication excellence: Strong written and verbal communication, active listening, and ability to translate vague requests into clear requirements, decisions, and next steps.
• Training assignment expertise: Deep understanding of assignment strategies, learning plan structures, operational workflows, and controls; ability to evaluate the best mechanism to achieve outcomes (required training vs. other approaches).
• Analytical rigor & attention to detail: Ability to ask detailed questions, identify gaps/risks, and ensure accuracy and consistency in high-visibility LMS execution.
• Organization & prioritization: Ability to manage multiple high-priority initiatives, shifting timelines, and competing stakeholder needs while maintaining quality and governance.

Responsibilities

• Meet with business, operations, and technology stakeholders to understand requested training outcomes and determine the most effective method to reach the field (required training assignment, recommended learning, reinforcement, or communication).
• Review and challenge requests to confirm “required training” is appropriate, identifying when content should be positioned instead as guidance or communication rather than mandated training.
• Lead the Wealth Management Training Working Group, driving alignment across stakeholders and ensuring requests are processed with appropriate rigor and documentation.
• Partner with Firmwide Training Governance (NFR/HR-led) and represent Wealth Management in all governance working groups including assignment, content, and standards, ensuring Wealth Management execution aligns to firmwide expectations and controls.
• Directly manage one offshore LMS Administrator responsible for: Building and maintaining development plans and bundles of training (plans/programs/curriculums as applicable). Executing assignments and ongoing maintenance in the LMS. Managing day-to-day field inquiries related to adding/removing training from employee development plans.
• Establish quality standards, controls, and prioritization routines to ensure accurate, timely LMS updates and consistent stakeholder communications.
• Provide end-to-end oversight of the Wealth Management Cornerstone LMS environment, including training plan architecture, assignment approach, and ongoing operational effectiveness.
• Ensure processes support a consistent, scalable learner experience for the Wealth Management field and home office audiences.
• Ensure assignment and maintenance activities follow defined standards and are appropriately auditable (documentation, approvals, and rationale for required vs. non-required designation).
• Identify opportunities to improve intake processes, stakeholder experience, and LMS operating model, including ways to reduce friction for the field while maintaining governance and consistency.
• Serve as a trusted advisor to senior stakeholders by asking detailed questions, surfacing tradeoffs, and proposing solutions that maximize training impact while minimizing unnecessary burden on the field.
• Maintain strong partnerships with Training, Instructional Design, Project/Program leads, Operations partners, and Technology counterparts to ensure effective end-to-end execution.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.
• Morgan Stanley sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager