Morgan Stanley Is Hiring A Training Specialist Bilingual

Discover a rewarding career opportunity at Morgan Stanley, a leading global financial services firm committed to integrity, excellence, and diversity. Join our team and be part of an organization that values innovation, collaboration, and professional growth.

About Morgan Stanley

Morgan Stanley is a premier international financial services firm offering a broad spectrum of investment banking, securities, investment management, and wealth management services. Our dedicated employees serve clients worldwide, including corporations, governments, and individuals, from more than 1,200 offices across 43 countries.

As a market leader, the talent and passion of our people are vital to our continued success. We foster a culture rooted in shared values—integrity, excellence, and teamwork—and provide a supportive environment for learning, achievement, and growth. Our philosophy emphasizes balancing personal lifestyles, perspectives, and needs, making Morgan Stanley a place where your career can flourish. 🚀

Position Overview: Training Specialist, Wealth Management Field Service

As a member of the Field Service organization within Wealth Management, the Training Specialist acts as an extension of the market and regional teams supported across assigned territories. Your primary focus will be providing ongoing platform support to Financial Advisors and Service Professionals, emphasizing platform enhancements, rollouts, and strategies to promote engagement and adoption.

Key Responsibilities

• Develop Engagement Strategies: Partner with Home Office, Regional, and Market leadership to craft and execute platform engagement plans for assigned territories 📊
• Conduct Training Sessions: Lead virtual/in-person workshops, group sessions, and one-on-one trainings on platform usage, reinforcing their importance for practices and clients
• Provide Ongoing Support: Offer refresher sessions, continuous assistance, and regular communication to maintain proficiency and encourage platform adoption
• Strategic Integration: Align platform engagement with strategic priorities to improve efficiency and enhance client experiences
• Subject Matter Expertise: Serve as an expert for core platforms, providing support for all related systems
• Onboarding Assistance: Support new hire integration within the firm seamlessly
• Collaboration: Work with key business partners to address additional platform support needs across markets
• Performance Tracking: Monitor key metrics and KPIs to ensure results are met
• Sharing Success: Celebrate achievements and best practices to foster a culture of collaboration and impact

Education & Experience

• Minimum of 5 years’ relevant work experience
• Active SIE, Series 7 (GS), and Series 66 (AG/RA), or willingness to obtain licensing
• College degree preferred

Knowledge & Skills

• Proven leadership and coaching capabilities
• Technically proficient, quick learner of new platforms and updates
• Expertise in personal computing, MS Office, and internet applications
• Deep understanding of the Wealth Management industry
• Excellent communication skills—written and verbal
• Adaptability in communication style to different audiences
• Superior organizational and time management skills
• Ability to analyze data to identify opportunities and drive results
• Openness to feedback and flexibility to adapt
• Strong relationship management skills with the ability to motivate and lead diverse groups
• Collaborative team player and independent worker
• Knowledge of adult learning principles is a plus
• Fluent in English and Spanish, both written and spoken

What Morgan Stanley Offers

At Morgan Stanley, we are dedicated to maintaining our legacy of excellence, supporting over 89 years of service. Our core values—putting clients first, integrity, innovation, diversity, and community engagement—guide every decision. Join us and work alongside the brightest minds in a supportive, empowering environment.

We provide competitive benefits and perks, fostering work-life balance and career development opportunities for passionate and committed individuals. Discover more about our global offices here.

Our commitment to diversity and inclusion is unwavering. We seek to build a workforce that reflects a broad range of experiences and backgrounds, committed to our standards of integrity and excellence. Morgan Stanley is proud to be an equal opportunity employer—M/F/Disability/Vet. 🚀