SRU Training Specialist

Morgan Stanley•South Jordan, UT

About The Position

The Training Specialist will work closely with the Head of Training to develop and deliver training content required for the review and approval of the 9/10 transaction reports submitted by or on behalf of Field Partners. They will be responsible for creating a dynamic atmosphere that helps new and existing employees learn so they are confident in their knowledge of platforms, policies and procedures, and department provided resources upon mastery of the material needed to successfully perform the job. The Training Specialist will escalate any issues to the Head of Training when appropriate and will collaborate with other partners on related transaction report reviews and approvals.

Requirements

Licensing Required; Series 7, 66 or 63 and 65, Series 9/10
Bachelor’s degree required or equivalent education experience
2-5 years of industry experience
Highly Effective written and verbal communication skills
Strong Attention to detail and excellent follow-up skills
Appropriate escalation of items
Evidence of strong interpersonal and client service skills
Ability to organize and prioritize assignments in a deadline-oriented environment
Self-motivated and able to work in a fast-paced environment
Basic knowledge of Operational Policies & Procedures
Proficiency in Microsoft Office Suite

Nice To Haves

Previous content aggregation and delivery, or related experience preferred

Responsibilities

Conduct new hire and existing hire training classes
Possess unique knowledge and experience with ALL platforms and systems used by the departments
Become a SME on any changes to the technology platform impacting the departments processes and procedures
Collaborate and provide feedback on department resource manuals, materials and newsletters
Work closely with Management to provide consistent messaging of policy and procedural updates across sites and teams
Perform a needs analysis within the department and subsequently develop and maintain a resource material
Initiate and take ownership of projects related to content and training updates and subsequent communications within the department
Ability to deliver coaching sessions in an individual one-to-one setting
Drive discussions and determine supplemental resource needs in management and team meetings
Analyze and report applicable metrics, training impact, user experience and escalations
Provide suggestions and work with internal partners on how to mitigate clear deficiencies in policy or procedure that create risk for our department or the Firm
Provide coverage and support to the 9/10 transaction report queue employees on a consistent basis
Ability to handle a high volume of activity in a fast-paced environment across multiple time zones
Collaborate with Risk Analysts for other groups and be willing to provide assistance as needed
Collaborate with other members of the SRU Training Team to drive similarities to US domestic training classes
Periodic touch points with Line of Business Managers and Business Leads to ensure consistency across sites
Other duties as assigned