Insured Solutions Director

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries. As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture.

The Wealth Management Business Development & Field Training organization supports the Firms Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.

The Business Development and Field Training Organization is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Head of Insured Solutions Distribution the Insured Solutions Director (ISD) is responsible for sales activity across Insurance based products including Annuities Life Insurance Disability and Property & Casualty in their given territory. Responsibilities include identifying market opportunities and developing a plan to execute in partnership with the Home Office Regional Management and other local resources. ISDs must drive and coordinate sales activity to deliver results against specific targets in a manner that is consistent with Morgan Stanleys values and well-aligned with clients individual objectives.

Key Responsibilities:

• Drive utilization of Insured Solutions business within assigned coverage area

• Partner with Regional Management Specialist and Product teams to identify and develop sales and educational opportunities that help meet clients needs

• Ensure effective territory coverage through data driven segmentation and analysis of Financial Advisor population

• Partner with Financial Advisors to help identify opportunities enhance their product knowledge and connect them with additional resources

• Management of initiatives and tactical activities leveraging Salesforce

Knowledge and Skills Required:

• Active Series 7 and 63 65 (or 66) or ability to obtain within six months of hire. Insurance license required

• Bachelors degree in Business Economics Finance or equivalent work experience. Advanced designations are preferred

• 5 years of experience related to Annuity & Insurance Industry as a Wholesaler/Specialist/Sales Manager

• Deep understanding and familiarity of Morgan Stanleys branch network and Financial Advisors

• Well-recognized leader culture carrier and experienced manager with a demonstrated track record of building leading motivating and managing teams of highly motivated and highly functioning individuals

• Strong presentation and project management skills required. ISD will be required to present at regional events complex and branch meetings as well as client events on the overall Insured Solutions message

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 thats differentiated and weve done that for 90 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 $150000 and $250000 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 Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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