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 creative support to our advisors.
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