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Required Training Program Lead, VP

Morgan Stanley · Harrison

Full-time Posted 5 days ago

About this role

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

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