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Morgan Stanley · 2 days ago

Insured Solutions Relationship Manager, AVP

Purchase, NY

Full-time

Onsite

Mid Level

$85K/yr - $135K/yr

3+ years exp

Morgan Stanley is a global financial services firm that offers a range of services through its Wealth Management and Investment Management divisions. The Insured Solutions Relationship Manager will serve as a primary contact for key stakeholders and work to expand partner investment efforts, enhancing the marketing and sales of insured solutions across the firm.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

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 department’s 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

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 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

FA Compensation for annuity products

Product Service Delivery

Industry metrics

Platform updates by competition

Variable effecting the economy

Qualification

Sales StrategyData AnalyticsProject ManagementLife Insurance LicenseSeries 7Analytical SkillsCommunication SkillsLeadership SkillsInterpersonal Skills

Required

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

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