Insured Solutions Relationship Manager, AVP

Morgan Stanley • Purchase, NY

5d • $85,000 - $135,000

About The Position

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional 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 Management’s (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 FA’s/clients and improving our partner firm’s ROI on writing business at Morgan Stanley vs. our peer group.

Requirements

• 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.

Nice To Haves

• Life Insurance License and Series 7 preferred.

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 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.
• Sales & Marketing Campaign Management 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
• Support Competitive Intelligence Activities
• FA Compensation for annuity products
• Product Service Delivery
• Industry metrics
• Platform updates by competition
• Variable effecting the economy

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees