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VP - Insured Solutions Business Development/Relationship Manager

Company: Morgan Stanley
Location: Purchase
Posted on: November 22, 2021

Job Description:

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities Group (ISG), Wealth Management (MSWM), and Investment Management (MSIM). As of June 30, 2021, MS has client assets of approximately $4.5 trillion.

Morgan Stanley Wealth Management's (MSWM's) Insured Solutions Relationship Manager will act as a de facto "ambassador" or primary contact to many of our key stakeholders including insurance carrier partners, MSWM National Sales/Business Development Organization & ISG Management. Success to the role will include the expansion of partner investment efforts to the MSWM platform and execution of initiatives designed to promote Insured Solutions across the Firm. The effect will include the broadening of products to a larger cohort of financial advisors/clients and improving our partner firms' ROI on writing business at Morgan Stanley vs. our peer group.


Relationship Management

  • Provide single point of contact to keep insurer key account managers informed of corporate & department initiatives of focus.
  • Scheduling and managing the agenda for financial advisor education events and carrier semi-annual business reviews.
  • Provide timely collateral materials/metrics detailing target growth opportunities and best practices consistent to the department's growth strategy.
  • Maintain carrier performance and provide written analysis to ISG as it relates to some of the Firm's largest enterprise relationships.
  • Provide platform updates indicating leverage opportunities associated to new utilities/functionality.
    Sales & Marketing Campaign Management
    • Provide Morgan Stanley's Global Investment Office commentary including opportunities to leverage internal resources at partner sponsored events.
    • Develop metrics identifying leverage opportunities for carrier marketing initiatives.
    • Provide feedback utilizing financial advisor surveys on individual carrier strengths and weaknesses.
    • Administer logistical aspects to national call series
      Support Competitive Intelligence Activities
      • Financial Advisor compensation for annuity products
      • Product Service Delivery
      • Industry metrics
      • Platform updates by competition
      • Variables effecting the economy
        • Minimum of 5 years of experience at a wealth management firm, private bank or commercial bank.
        • Functional experience in project management, sales, strategy, marketing, communications, data analytics/metrics in a leadership role.
        • B.A. degree required.
        • Life Insurance License preferred.
        • Series 7 and 63 licenses or anticipated with 120 days.
          • Proven people and project management skills. Can motivate direct reports and partners to action.
          • Insurance/Annuity product knowledge is a plus though not required.
          • Creative, innovative and independent thinker.
          • Demonstrate positive initiative, leadership and comfort working in a fast-paced environment.
          • Possess excellent oral and written communication skills. Exceptional presentation skills. Ability to communicate product and sales strategies effectively to Senior Management, product areas and sales teams.
          • Strong interpersonal collaboration and team skills including working with cross-functional teams.
          • Strong analytical skills, attention to detail, performance and metrics tracking.
            Posting Date

            Oct 26, 2021

            Primary Location

            Americas-United States of America-New York-Purchase

            Education Level

            Bachelor's Degree


            Wealth Management

            Employment Type

            Full Time

            Job Level

            Vice President

Keywords: Morgan Stanley, New Rochelle , VP - Insured Solutions Business Development/Relationship Manager, Executive , Purchase, New York

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