Sign up

VEA Training Lead

locationNew York - New York (NY), 10036

atMorgan Stanley

Job Description:

VEA Training Lead

Job Number:


POSTING DATE: Jul 20, 2022
PRIMARY LOCATION: Americas-United States of America-New York-New York
OTHER LOCATIONS: 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. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in
43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Virtual Engagement Associate Program (VEA) was launched to support experienced
Financial Advisors by executing aspects of their individual business development strategies. The VEA program is expanding both in size and roles. This expansion calls for a Training Lead who can design and conduct training programs that will effectively train new hires and boost existing VEAs’ workplace performance. The individual will be responsible for not only tool and product training, but the professional development of the VEAs.

The VEA Training Lead will be responsible for leading the design and delivery of all curriculum components as well as determining cadence for assessments to boost knowledge retention. As the team grows, the Training Lead will manage a team of trainers delivering instructor lead training and coaching. The Training Lead will work closely with management and subject matter experts to identify training needs and map out development plans for the various VEA roles. The Training Lead will also own and coordinate the VEA program new hire onboarding process, including licensing training, sales training, and coordination with our internal partners for our monthly/bi-monthly hiring classes.


    Create, maintain and execute new hire training programs for each of the VEA roles

    Oversee training logistics, setup and delivery

    Work with external training and licensing vendors

    Identify training needs on an ongoing basis by evaluating the strengths and weaknesses of current VEAs


feedback and coaching program to increase employee retention and performance across all VEA roles

Work with VEA Desk Management to ensure individual performance metrics are being achieved

Conduct instructor-led, remedial training and coaching sessions once a month based on evaluation of strengths and weaknesses

Coordinate with our internal business partners for product training and demos

Continually review and refine training content, facilitator guides and collateral to ensure training materials are up to date; develop a maintenance approach and manage approvals for content changes

Assist with professional development and continuing education on an on-going basis

Develop a learning path and corresponding curriculum for all VEA roles

Market available training to employees and provide necessary information about sessions

Stay up-to-date on new VEA initiatives to enhance training sessions and update methods and techniques used

Gather feedback from management and trainees through internal survey tools after each educational session to analyze progress and prepare for future training sessions

Work with VEA Desk Management to create metrics and reporting to understand training inconsistencies and evaluate curriculum components



    Bachelor’s degree with a minimum 8-10+ years of experience in coordinating multiple training events in a corporate setting

    Series 7 preferred

    Advanced knowledge of the Microsoft Office Suite with an emphasis on Excel and PowerPoint

    Possess strong communication and presentation skills along with advanced organizational skills and the ability to handle multiple assignments and deliver them to an audience

    Be familiar with traditional and modern training methods, tools and techniques as well as learning management systems, instructional design, and e-learning platforms

    Responsible for keeping up to date on industry trends

    Demonstrate personal agility in navigating complex situations and day-to-day challenges

    Effectively communicate value of change, provide coaching and resources to facilitate new behavior

    Support continuous learning to multiply impact, facilitate learner engagement and collaboration

    Proven ability to employ cross-platform experience in all aspects of a blended learning program

    Excellent written and verbal communication skills

    Self-starter, must be able to work independently, be flexible and detail-oriented

    Be authorized to work in the US without durational restrictions

    Successfully complete background checks and pre-employment assessments

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.

Similar Jobs in New York