Trainer/Quality Assurance – Institutional Infrastructure Solutions (IIS) – Vice President | Morgan Stanley | New York, NY

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  • Post Date : November 19, 2020
  • Apply Before : December 19, 2020
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Job Description

Trainer/Quality Assurance – Institutional Infrastructure Solutions (IIS) – Vice President

Job Number:


POSTING DATE: Nov 11, 2020
PRIMARY LOCATION: Americas-United States of America-New York-Purchase
EDUCATION LEVEL: Bachelor’s Degree
JOB: Wealth Management
JOB LEVEL: Vice President


Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world’s largest networks of Financial Advisors.
Institutional Infrastructure Solutions (IIS) provides world-class service to Morgan Stanley’s institutional clients including Multi-Family Offices and the Graystone business. IIS supports clients in partnership with Morgan Stanley’s Fund Services infrastructure, an outsourced Wealth Management OCIO, the client’s MS Financial Advisor, and WM Operations. IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client/IO Reporting.
The Institutional Infrastructure Solutions Branch Trainer will be responsible for developing and facilitating ongoing training across the branch which will cover all areas of the end-to-end execution process, firm policies and procedures, institutional client service, and operational efficiency. The IIS Branch Trainer will be expected to adapt to a constantly evolving technology infrastructure and be able to communicate and implement changes in a fast-paced evolving environment.
Role Responsibilities
  • Create a curriculum and necessary training content to facilitate strategic training based on the goals of Institutional Infrastructure Solutions
  • Identify and assess the training needs of the organization through learning analysis, career paths and consultation with managers.

‒ Partner with the Management team to develop Standardize Operating Procedures, for a number of different functional areas including; Client Onboarding, Investment Management, Money Movement, Billing, and Reporting, by leveraging national best practices and guidance

  • Develop individualized and group training programs that address specific business needs.
  • Evaluate organizational performance to ensure that training is meeting business needs and improving performance.
  • Assess employees’ skills, performance, and productivity to identify areas of improvement.
  • Provides leadership and coordination for the development and implementation of client facing processes, such as client onboarding, Graystone discretion, etc.

‒ Work closely with Management to provide consistent messaging of policy and procedural updates across teams
‒ Lead the creation and deployment of training content – from new hires to experienced employees
‒ Analyze and report on applicable metrics; such as training impact, field feedback, and client experience
‒ Provide transparency to management team regarding employee training progress, and drive related discussions in management and team meetings



‒ College degree preferred
‒ 7 or more years of industry experience in training and development management
‒ Experience with multi-family offices, institutions, and multiple custodians required
‒ Superb track record in developing and executing successful training programs within the industry
‒ Strong industry knowledge and understanding of applicable procedures, rules, and regulations
‒ Expert ability to create training materials, programs, and content
‒ Familiar with traditional and modern training processes
‒ Critical thinker with innovative problem-solving skills
‒ Highly computer literate with proficiency in LMS Applications, MS Office, JIRA, and related business and communication tools.
‒ Evidence of strong leadership skills and employee development experience
‒ Advanced ability to recognize and communicate ways to leverage technology to enhance business practice, efficiency, improve client service, and reduce risk
‒ Detail oriented with superior organizational skills and ability to prioritize tasks
‒ Exceptional writing, interpersonal and client service skills
‒ Strong analytical skills and the ability to interpret complex data
‒ Self-motivated / self-starter with excellent work ethic
‒ Ability to work in a fast-paced, evolving environment

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