Learning Specialist, AVP

703 Solium Capital ULC; Calgary; On-site; CAD 90,000 - 130,000; Full time

Job summary

Morgan Stanley at Work seeks a Learning Specialist to design, develop and deliver instructional materials for diverse audiences. You will lead needs analyses, manage projects, and collaborate with experts to create engaging content focused on our workplace financial solutions.

A team‑oriented approach and strong design sensibility are essential. Located in Calgary, AB, you will contribute to global learning strategy and work primarily on Morgan Stanley at Work offerings, with in‑person

Qualifications

• 2+ years of instructional design experience across multiple applications and technologies.
• Degree, diploma or equivalent in Information Design, Instructional Design, Technical Writing or Curriculum Development.
• Attention to detail and strong copy-editing skills.
• Proficiency with Storyline/Rise, Captivate, Illustrator and Photoshop.
• Experience with AI tools such as ChatGPT is an asset.

Responsibilities

• Design and develop entry and advanced level course content for internal and external audiences.
• Use multimedia tools to promote interactivity and gamification (Articulate Storyline).
• Lead needs analysis, project management, and evaluation conversations with stakeholders.
• Coordinate with subject matter experts to update and retire content as needed.
• Evaluate learning material usage and effectiveness to maximize retention.
• Create documentation such as user manuals and guides; support training delivery to teams and clients.

Skills

Instructional design

Adult education

Needs analysis

Project management

Content development

Multimedia design

Storyline/Rise

Captivate

Illustrator

Photoshop

AI tools (ChatGPT)

Education

Degree in Information Design or Instructional Design

Curriculum Development training

Tools

Articulate Storyline/Rise

Adobe Captivate

Adobe Illustrator

Adobe Photoshop

Job description

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 – 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.

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.

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 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 90years. 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 than80,000 employees in1,200 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.

Learning Specialist, AVP CE QUE VOUS POUVEZ ATTENDRE DE MORGAN STANLEY

Chez Morgan Stanley, nous levons, gérons et allouons des capitaux pour nos clients, afin de les aider à atteindre leurs objectifs. Nous le faisons d’une manière qui nous distingue des autres – et cela fait 90ans que nous procédons ainsi. Nos valeurs – donner la priorité à nos clients, agir de manière intègre, innover grâce à des idées exceptionnelles, s’engager en faveur de la diversité et de l’inclusion, et s’investir dans la société – ne sont pas de simples convictions : elles guident les décisions que nous prenons chaque jour afin d’agir dans l’intérêt de nos clients, de nos communautés et de nos plus de80000 collaborateurs répartis dans 1200 bureaux à travers42pays. Chez Morgan Stanley, vous aurez l’occasion de travailler aux côtés des meilleurs et des plus brillants, dans un environnement où vous bénéficierez d’un soutien et d’une grande autonomie. Nos équipes sont composées de collaborateurs infatigables et d’esprits créatifs, qui puisent leur inspiration dans la diversité de leurs parcours et de leurs expériences. Nous sommes fiers d’accompagner nos collaborateurs et leurs familles à chaque étape de leur parcours professionnel, en leur proposant des avantages sociaux et des avantages complémentaires parmi les plus attractifs et les plus complets du secteur. Il existe également de nombreuses possibilités d’évolution au sein de l’entreprise pour ceux qui font preuve de passion et de détermination dans leur travail. Pour en savoir plus sur nos bureaux à travers le monde, veuillez copier-coller l’adresse https://www.morganstanley.com/about-us/global-offices dans votre navigateur. Morgan Stanley est un employeur garantissant l’égalité des chances, qui s’engage à constituer et à maintenir un effectif diversifié en termes d’expérience et d’origine. Nos efforts en matière de recrutement témoignent de notre engagement fort en faveur d’une culture d’inclusion, dans laquelle les personnes sont recrutées, formées et promues en fonction de leurs compétences et de leurs talents. Notre personnel est le reflet d’un large éventail des communautés mondiales au sein desquelles nous exerçons nos activités, apportant ainsi une grande diversité de parcours, de talents, de points de vue et d’expériences. Pour plus d'informations, rendez-vous sur: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first‑class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading‑edge solutions—and in the ability of capital to work for the benefit of all society.

What We Do