Insured Solutions Relationship Manager, AVP at Morgan Stanley

Harrison, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Mar, 26

Salary

135000.0

Posted On

17 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Project Management, Sales, Strategy, Marketing, Communications, Data Analytics, Metrics, Leadership, Presentation Skills, Interpersonal Collaboration, Analytical Skills, Attention to Detail, Performance Tracking, Creative Thinking, Problem Solving

Industry

Financial Services

Description

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. Develop metrics identifying leverage opportunities for carrier marketing initiatives. Provide feedback utilizing FA surveys to individual carrier strengths and weaknesses. FA Compensation for annuity products Product Service Delivery Industry metrics Platform updates by competition Variable effecting the economy 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. Life Insurance License and Series 7 preferred. 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. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The Insured Solutions Relationship Manager will serve as the primary contact for insurer key account managers, ensuring they are informed about corporate and departmental initiatives. Responsibilities include managing education events, providing growth opportunity metrics, and developing relationships with internal stakeholders.