Insured Solutions Relationship Manager, AVP

Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities Group (ISG) Wealth Management (MSWM) and Investment Management (MSIM). As of September 30 2025 MSWM and MS Investment Management (MSIM) have client assets of approximately $8.9 trillion.

Morgan Stanley Wealth Managements (MSWMs) 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 & Integrated Firm Management. Success to the role will include the expansion of partner investment efforts to MSWM Platform and execution on initiatives designed to promote Insured Solutions across the Firm. The effect will include the broadening of products to a larger dispersion of FAs/clients and improving our partner firms ROI on writing business at Morgan Stanley vs. our peer group.

Responsibilities:

Relationship Management

• Provide single point of contact to keep insurer key account managers informed to corporate & department initiatives of focus.
• Scheduling and managing the agenda for FA education events and carrier semi-annual business reviews.
• Provide timely collateral materials/metrics detailing target growth opportunities best practices consistent to the departments growth strategy.
• Provide platform updates indicating leverage opportunities associated to new utilities/functionality.
• Provide monthly or upon request relationship summaries of key insurance carriers to the Relationship Management Group (RMG) and other internal organizations
• Develop and maintain relationships across key internal stakeholders including but not limited to Global Investment Office (GIO) Global Sports & Entertainment (GSE) Marketing Sales etc.

Sales & Marketing Campaign Management

• Provide Morgan Stanleys 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 FA surveys to individual carrier strengths and weaknesses.
• Create and maintain the library of Next Best Actions (NBAs) ensuring alignment with department themes
• Enhance the marketing calendar of sales ideas with consistent themes and focus topics across annuity insurance and property & casualty lines

Support Competitive Intelligence Activities

• FA Compensation for annuity products
• Product Service Delivery
• Industry metrics
• Platform updates by competition
• Variable effecting the economy

Experience

• Minimum of 3-5 years of experience at 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 and Series 7 preferred.

Skills/Abilities

• Proven people and project management skills. Can motivate direct reports and partners to action.
• 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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $85000 and $135000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).