Lead insurance innovation at Morgan Stanley as the Vice President of Canadian Insurance Solutions. Develop and scale our dynamic insurance platform for wealth management integration.
This pivotal role demands a proactive leader with expertise in Canadian insurance and distribution models. You'll work closely with wealth management professionals to create compliant, advisor-friendly solutions that enhance client service. Your experience in managing insurance technologies will be vital to achieving strategic goals for the company.
Key Responsibilities:
• Design and implement the Canadian insurance platform • Establish policies ensuring compliance with Canadian regulations • Define advisor workflows focused on core insurance use cases • Manage the partner lifecycle from selection to performance • Analyze data for informed decision-making
Requirements: • Must hold an active LLQP insurance license • 10+ years working in insurance and wealth management • Proven track record with MGAs or wealth firms • Familiarity with insurance technology like DTCC • Professional designations (CFP, CLU) are a plus
Shape the future of insurance solutions at Morgan Stanley and provide cutting-edge support to our advisors. #J-18808-Ljbffr