Insurance & Annuities Strategy Lead

Morgan Stanley; New York (NY); Sur place; USD 90 000 - 190 000; Plein temps

Résumé du poste

Morgan Stanley is seeking an Insured Solutions Strategic Initiatives Manager within Wealth Management to drive launches of insurance partner products and services, collaborating across product, operations, legal, compliance and external partners. You will translate strategic opportunities into scalable programs, deliver executive level updates, and help expand penetration with the fintech ecosystem.

Applicants bring 3+ years in annuities/insurance, a BA, and relevant licenses.

Qualifications

• 3+ years of experience in Annuity & Insurance industry or related industry.
• Functional experience in project management, sales, strategy, marketing communications, data analytics/metrics in a leadership role.
• B.A. degree required.
• Life Insurance Licensed or within 90 days of hire date
• Series 7 and 63 licenses (or equivalent) or within 90 days of hire date

Responsabilités

• Partner with insurance company relationships to package and support distribution of annuity and property & casualty insurance solutions.
• Determine product and platform configuration to expand offering across WM platforms.
• Prepare Insurance Company due diligence for delivery to senior management and Committee membership.
• Create executive level presentations on state of the business, status updates, and present pitches to senior management
• Assist in managing and prioritizing the platform launches in coordination with operations and sales organizations.
• Maintain and provide technical subject matter expertise, case design and analysis/rationale.
• Leverage competitive intelligence in becoming an industry/product expert and provide strategic insight on growth opportunities.
• Partner with IS businesses in the negotiation of contracts and pricing for products and insurance companies.

Connaissances

Leadership

Analytics

Stakeholder management

Cross-functional collaboration

Presentation skills

Training & education

Communication

Project management

Formation

Bachelor's degree

Life Insurance License

Series 7 & 63 licenses

Description du poste

Morgan Stanley is seeking an Insured Solutions Strategic Initiatives Manager within Wealth Management to drive launches of insurance partner products and services, collaborating across product, operations, legal, compliance and external partners. You will translate strategic opportunities into scalable programs, deliver executive level updates, and help expand penetration with the fintech ecosystem.

Applicants bring 3+ years in annuities/insurance, a BA, and relevant licenses.