Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement, and trust services.
The Financial Advisor Associate (FAA) Talent Management group drives the overall strategy relative to the sourcing and professional development of new Financial Advisor Associates for Morgan Stanley Wealth Management. The FAA Training Program encompasses a variety of pathways to becoming a Financial Advisor at Morgan Stanley Wealth Management and is central to the Firm’s long-term sustainability and revenue growth.
The FAA Curriculum Manager will be responsible for driving the curriculum development and execution for the broader FAA Program. This person will report to the Team Engagement Lead for FAA Talent Management and serve as the liaison between various departments to ensure up to date training and coaching for FAAs on the full Morgan Stanley integrated firm model.
- Lead the overall development of the FAA training content and program implementation
- Drive the ongoing evaluation of FAA training for effectiveness and efficiency
- Partner to execute the multi-year FAA Wealth Management program
- Manage the production and preparation of quality training material including design documents, associate materials, presentation slides, instructor guides, workbooks, and assessments.
- Support virtual classroom engagement
- Collaborate with training resources across the firm to effectively execute remote based learning activities
- Collaborate and manage relationships with external training resources to effectively execute remote based learning activities
- Engage with subject matter experts across the firm to maintain best in class curriculum
- Manage and assist with compliance submissions for all FAA training material and applicable communications
- Bachelor’s degree required
- Minimum 2 – 3 years of experience in corporate training and development, project management, program oversight
- Strong interpersonal skills, with ability to foster strong relationships amongst the team, with Associates, and with Field Management
- Strategic thinker, bringing innovative ideas to streamline processes
- Strong project management skills with a particular attention to detail
- Proficiency with Microsoft Office Suite
- Strong written and verbal communication skills
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
