Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
The Training Instructional Designer is integral to the growth strategy of the Virtual Client Solutions Organization (VCS).
We translate business requirements, systems / tools, programs and products into learning for the organization. Our goal is to create an innovative personalized learning experience in everything we do.
This role will focus primarily on creating custom training deliverables in support of new programs, system processes, technology releases, and firm initiatives.
Meet with business and technology owners to understand project details and downstream impacts to existing processes.
Conduct a needs assessment based on impact across VCS audiences.
Define learning objectives and goals for success. Map these to the appropriate learning modality to build a robust training curriculum.
Design and develop training of all forms (including but not limited to videos, e-learning courses, quick reference materials, online reference materials, instructor led training, facilitator guides sandbox environments, etc.
Ability to work with subject matter experts and translate business requirements into deliverables through the learning spectrum - information, acknowledgement, buy in, all the way to adoption.
Load courseware to a Content Management System, interlinking content to internal and external content as needed, and managing pages within the site for clean, intuitive, accurate display.
Some HTML experience is preferred, particularly for troubleshooting.
Document workflow processes end to end for on the job performance support.
Coordinate review and approvals of training content with business and sme owners.
Must hold a Bachelor's Degree in Instructional Design, Instructional Technology, or other training related degrees.
2+ years in a financial services setting.
5+ years in an instructional design or creative services role.
5+ years of project / program management experience.e
Possess exemplary communication, presentation, organization, and time-management skills.
Eye for detail. Can work independently and is entrepreneurial.
Familiarity with learning experience design, ideally in a highly regulated market.
Experience with adult learning theories and the instructional design process
Ability to manage multiple projects with tight timelines.
Advanced knowledge of Adobe Captivate and Adobe Photoshop.
Working knowledge of Adobe Creative Cloud components.
Intermediate knowledge of Articulate.
Ability to edit video and audio.
Establish, maintain and support strong working relationships with Business Leaders, SMEs, and Product Team members.
Demonstrate accountability and a strong work ethic to promote confidence and trust in their work.
Be authorized to work in Canada without durational restrictions.
Be able to travel domestically and internationally without restrictions.
Securities Industry Essentials (SIE), Series 7, and Series 66 (or equivalent) considered a plus.
Hiring Process :
Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect to complete online assessments, two or three rounds of interviews, and business planning exercises.
All offers of employment are contingent on successful completion of a background check and pre-employment assessment.
While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.