Morgan Stanley

Required Training Program Lead, VP

Morgan Stanley • $110K — $190K *
Purchase, NY 10577In-Person
Finance & Insurance
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent practical experience required
  • Preferred experience in a regulated financial services environment
  • Experience leading cross-functional working groups
  • People management experience, including offshore resource management, is a strong plus
  • Strong stakeholder management and partnership skills

Responsibilities

  • Meet with stakeholders to understand training needs and determine appropriate training methods
  • Challenge training requests to ensure they are appropriate and necessary
  • Lead the Wealth Management Training Working Group to ensure rigorous processing of requests
  • Partner with Firmwide Training Governance for alignment on execution standards
  • Manage offshore LMS Administrator to maintain training plans and handle inquiries
  • Oversee the Cornerstone LMS for Wealth Management, ensuring a consistent learner experience
  • Identify improvement opportunities in processes and stakeholder experiences

Benefits

  • Access to a comprehensive benefits program
  • Opportunities for professional development and training
  • Work within a dynamic team environment
  • Collaboration with senior stakeholders across the organization
  • Exposure to diverse operational challenges and governance frameworks
Full Job Description
The Wealth Management Training Working Program Lead is responsible for overall governance, oversight, and execution of the Wealth Management Required Training Program. This role serves as the primary point of contact for Wealth Management stakeholders seeking to assign, modify, or remove required training within employee development plans, ensuring training assignments align with business needs, operational readiness, technology changes, and firmwide standards. The role partners closely with Firmwide Training Governance (led by NFR and HR) and participates in working groups across assignment, content, and standards, with accountability for ensuring effective and appropriate use of required training versus alternative mechanisms (e.g., communications). In addition, this role oversees the Wealth Management instance of the Cornerstone Learning Management System (LMS) with an offshore LMS administrator who is building training plans and handles day-to-day field inquiries.

Duties and Responsibilities

Tasks include the following:
  • Training Assignment Strategy, Intake, and Decisioning
    • Meet with business, operations, and technology stakeholders to understand requested training outcomes and determine the most effective method to reach the field (required training assignment, recommended learning, reinforcement, or communication).
    • Review and challenge requests to confirm "required training" is appropriate, identifying when content should be positioned instead as guidance or communication rather than mandated training.
  • Training Governance and Working Group Leadership
    • Lead the Wealth Management Training Working Group, driving alignment across stakeholders and ensuring requests are processed with appropriate rigor and documentation.
    • Partner with Firmwide Training Governance (NFR/HR-led) and represent Wealth Management in all governance working groups including assignment, content, and standards, ensuring Wealth Management execution aligns to firmwide expectations and controls.
  • Offshore Resource Management / Operational Execution
    • Directly manage one offshore LMS Administrator responsible for:
      • Building and maintaining development plans and bundles of training (plans/programs/curriculums as applicable).
      • Executing assignments and ongoing maintenance in the LMS.
      • Managing day-to-day field inquiries related to adding/removing training from employee development plans.
    • Establish quality standards, controls, and prioritization routines to ensure accurate, timely LMS updates and consistent stakeholder communications. (Quality/testing and LMS administrative rigor reflected in LMS Administrator responsibilities.)
  • Cornerstone LMS Ownership (Wealth Management Instance)
    • Provide end-to-end oversight of the Wealth Management Cornerstone LMS environment, including training plan architecture, assignment approach, and ongoing operational effectiveness.
    • Ensure processes support a consistent, scalable learner experience for the Wealth Management field and home office audiences.
  • Risk/Controls Mindset & Continuous Improvement
    • Ensure assignment and maintenance activities follow defined standards and are appropriately auditable (documentation, approvals, and rationale for required vs. non-required designation).
    • Identify opportunities to improve intake processes, stakeholder experience, and LMS operating model, including ways to reduce friction for the field while maintaining governance and consistency.
  • Communication and Stakeholder Partnership
    • Serve as a trusted advisor to senior stakeholders by asking detailed questions, surfacing tradeoffs, and proposing solutions that maximize training impact while minimizing unnecessary burden on the field.
    • Maintain strong partnerships with Training, Instructional Design, Project/Program leads, Operations partners, and Technology counterparts to ensure effective end-to-end execution.

Education and/or Experience
  • Bachelor's degree or equivalent practical experience required.
  • Significant experience operating within a regulated financial services environment preferred.
  • Experience leading cross-functional working groups and influencing without direct authority; people management experience (including offshore resource management) strongly preferred.


Knowledge and Skills Required
  • Stakeholder management & partnership: Excellent interpersonal skills; ability to build trust across business, operations, technology, and governance partners.
  • Communication excellence: Strong written and verbal communication, active listening, and ability to translate vague requests into clear requirements, decisions, and next steps.
  • Training assignment expertise: Deep understanding of assignment strategies, learning plan structures, operational workflows, and controls; ability to evaluate the best mechanism to achieve outcomes (required training vs. other approaches).
  • Analytical rigor & attention to detail: Ability to ask detailed questions, identify gaps/risks, and ensure accuracy and consistency in high-visibility LMS execution.
  • Organization & prioritization: Ability to manage multiple high-priority initiatives, shifting timelines, and competing stakeholder needs while maintaining quality and governance.


Expected base pay rates for the role will be between $110,000 and $190,000 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

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