Insured Solutions Director - Vice President​/Executive Director

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Wealth Management Business Development & Field Training organization supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.

The Business Development and Field Training Organization is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Head of Insured Solutions Distribution, the Insured Solutions Director (ISD) is responsible for sales activity across Insurance based products including Annuities, Life Insurance, Disability and Property & Casualty in their given territory. Responsibilities include identifying market opportunities and developing a plan to execute in partnership with the Home Office, Regional Management, and other local resources.

ISD’s must drive and coordinate sales activity to deliver results against specific targets in a manner that is consistent with Morgan Stanley’s values and well-aligned with clients’ individual objectives.

• Drive utilization of Insured Solutions business within assigned coverage area
• Partner with Regional Management, Specialist and Product teams to identify and develop sales and educational opportunities that help meet clients’ needs
• Ensure effective territory coverage through data driven segmentation and analysis of Financial Advisor population
• Partner with Financial Advisors to help identify opportunities, enhance their product knowledge, and connect them with additional resources
• Management of initiatives and tactical activities leveraging Salesforce

• Active Series 7 and 63, 65 (or 66) or ability to obtain within six months of hire. Insurance license required
• Bachelor’s degree in Business, Economics, Finance or equivalent work experience. Advanced designations are preferred
• 5+ years of experience related to Annuity & Insurance Industry as a Wholesaler/Specialist/Sales Manager
• Deep understanding and familiarity of Morgan Stanley’s branch network and Financial Advisors
• Well-recognized leader, culture carrier, and experienced manager, with a demonstrated track record of building, leading, motivating, and managing teams of highly motivated and highly functioning individuals
• Strong presentation and project management skills required. ISD will be required to present at regional events, complex and branch meetings as well as client events on the overall Insured Solutions message

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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.

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