Regional Training Officer
Washington , District of Columbia
January 05, 2017
• Sourcing: achieve hiring goals in partnership with Regional Management team and the FAA Sourcing Team
• Support branch sourcing events and relationships with local organizations (E.g., universities, colleges)
• Interview candidates & oversee hiring decisions and diversity efforts
• Attend Instructor Led Training events for Associates. The RTOs will help facilitate these events, deliver learning modules and help Associates practice the critical skills.
• Licensing: maximize pass rates by monitoring practice exam scores and providing additional resources to trainees as needed
• Deliver Local "Boot-camps" training focus on the business plan, product knowledge, client discovery/delivery meetings to help FAAs close business
• Leverage weekly emails, conference calls, office hours, partnership with CBDMs and FAA Coaches and Regional Business Development Managers
• Coaching: oversee, monitor & Provide Best Practices for FAA Coaching relationships
• Pre-Production Assessment (PPA): oversee final evaluation of FAA readiness before launching them into production month "zero"
• Pilot programs: oversee local execution and effectiveness (E.g., WAA)
• Teaming: identify productive teaming relationships; coach them through constructive planning exercises to maximize probability of success
• Strategic Partnering: ongoing identification of high-quality leads where an FAA would benefit from strategically partnering with another FA (inside and outside the Region)
• Business Development: monitor and evaluate FAA pipelines; provide ongoing coaching for FAAs after formal training ends in years 4 and 5
• Assist in the development and execution of diversity focused educational and professional development programs.
• Implement initiatives meant to improve diversity Associate mentorships and retention
• Serve as a resource to Branch Managers and coaches in their region, helping with issues ranging from product knowledge, training, compensation, and performance management.

• Minimum 3 years proven success as a Financial Advisor
• Demonstrated strong leadership and management skills.
• Strong interpersonal skills, with ability to foster strong relationships among the team, with Associates, and with Field Management.
• Strong presentation skills relative to preparing and presenting at all development-related learning sessions.
• Excellent coaching skills, especially relative to receiving coaching for personal development.
• Ability to interact effectively at all levels of the organization.
• Proficient job knowledge.
• Strong project management skills, able to effectively plan and execute learning strategies.
• Exemplary verbal and written communication skills.
• Act with the highest ethical standards.

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

Know someone who would be interested in this job? Share it with your network.