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Associate - Knowledge Management Specialist (Wealth Management)

Morgan Stanley

Morgan Stanley

Accounting & Finance
Mumbai, Maharashtra, India · Indianapolis, IN, USA · Mumbai, Maharashtra, India · Maharashtra, India · India
Posted on Oct 24, 2024

Description:
The Knowledge Management Specialist (KMS) assists with authoring, reviewing, and publishing content. The Specialist ensures all internal support content is accurate, concise, and clear. This individual is responsible for identifying opportunities for improvement and testing for Morgan Stanley products and services. A KMS has an affinity for organizing, analyzing reporting, and leading collaborative efforts to improve support content, with the autonomy to design and advise on performance advancements.
The role also involves creating custom training deliverables in support of new programs, system processes, technology releases, and firm initiatives.
Duties and Responsibilities:
> Establish, maintain, and support strong working relationships with stakeholders including but not exclusive to business leaders/owners, subject matter experts, legal, and compliance, and learning team members.
> Own, maintain, and develop content for internal publication related to policies and procedures.
> Create, capture, curate, organize, and assess knowledge assets located in 3DR or Salesforce Knowledge Management.
> Collaborate with various stakeholders to develop content.
> Review the knowledge base to identify areas that need to be updated, expanded, and/or consolidated.
> Partner with key subject matter experts to understand content need and design to develop effective training content.
> Participate in training design and development of key content for Virtual Client Solutions
> Design and develop training of all forms (including but not limited to videos, e-learning courses, quick reference materials, online reference materials, virtual instructor led training, facilitator guides sandbox environments, etc.).


Education and/or Experience:
> Bachelor's degree or equivalent education experience required.
> 5+ years of industry experience preferred.
> Intermediate experience with Adobe Experience Manager (AEM) and Salesforce Knowledge Base.
> Intermediate experience working with eLearning development tools (examples Articulate Storyline / Rise, Lectora, or Captivate) preferred.
> Beginner to Intermediate experience with Agile development and rapid prototyping.

Knowledge and Skills Required:
> Intermediate to expert ability to design and develop in AEM and Salesforce Knowledge Base
> Ability to develop AEM templates and document usage.
> Intermediate to Advanced working knowledge of the Microsoft Office toolset.
> Possess exemplary communication, presentation, interpersonal, organizational, and time-management skills.
> Establish, maintain, and support strong working relationships.
> Ability to work in an environment with multiple high priority projects.
> Demonstrates accountability, a strong work ethic, and an eye for detail to promote confidence and trust in their work.
> Ability to work in a fast-paced environment to meet ambitious deadlines.