Introducing Morgan Stanley at Work

We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of – our Morgan Stanley at Work culture

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. Within Morgan Stanley at Work Shareworks, Equity Edge Online® (EEO), and Global Intelligence are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management.

Position Overview

Located in Calgary, AB and reporting to the Vice President, Learning & Development, you design, develop, and facilitate instructional material for both internal and external audiences. You demonstrate and utilize effective needs analysis, project management, influencing, course development, and evaluation skills. You get excited about independently and collaboratively developing entry and advanced level learning materials for a variety of audiences and about a variety of topics, but primarily focused on our Morgan Stanley at Work offering. Mostly importantly, you have a team-before-self way of working This is a unique time in our team, as we are building a unified global strategy for learning at Morgan Stanley at Work. If you love the thrill of learning design strategy, building content, and launching programs, read more to see more about the role. Bonus points if you have a passion for Financial Services.

Responsibilities

Independently and collaboratively design and develop entry and advanced level course content for both internal and external audiences under tight deadlines and in multiple modalities. Utilizing a variety of multimedia technology and authoring tools, with an emphasis on promoting interactivity and/or gamification as appropriate (Articulate Storyline). Conducting effective needs analysis, project management, influencing, course development, and evaluation conversations with a variety of audiences. Effectively liaise between content experts to gather, create, validate, update, and retire content on an iterative basis and under tight timelines. Evaluate learning material use & effectiveness and make changes as applicable to ensure maximum learning retention. Plan and conduct information-gathering activities with subject matter experts (interviews, stakeholder sessions, engagement events, etc.) to collect information required to produce appropriate documentation. Provide guidance and learning opportunities to team members regarding current learning methods, multimedia tools, content types, and testing formats. Support implementation of training through interaction with team members and customers Produce and maintain written documentation (such as user manuals, guides, and other documentation as required). Work with MS control partner groups to ensure materials are approved for internal/external audiences and are marketed appropriately. Facilitate and present training sessions for employees and clients.

Qualifications

Proven success (2+ years’ experience) with instructional design with a focus on adult education across various applications and technologies, including multimedia, curriculum, and course development skills. Degree, diploma or equivalent training (completed or in progress) in a related discipline (Information Design, Instructional Design, Technical Writing or Curriculum Development) is required. Attention to detail and strong copy-editing skills. Proficiency using a variety of software platforms for curriculum and course development, such as Articulate Storyline/Rise, Adobe Captivate, Adobe Illustrator, and Adobe Photoshop. Experience using AI tools such as ChatGPT is an asset.

Have a strong eye for design and the ability to execute on creative concepts

High level of comfort with learning complex technical concepts through a variety of approaches, including eLearning, self-directed learning, and hands-on experience. Proven communication and meeting facilitation skills to communicate effectively with technical subject matter experts in determining business needs. Proven ability to make appropriate decisions and deliver results under tight timelines and in ambiguous circumstances. Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel, Powerpoint and Word. Strong attention-to-detail and problem-solving skills. Experience with global financial institutions and or software as a service in an agile environment is an asset. Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities. Please note: Samples of work will be requested from those candidates selected for an interview. Employees will be required to come into the office 4 days a week.

Internal Applicants

Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clicking here.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.