E*TRADE from Morgan Stanley · 1 month ago
Insured Solutions Relationship Manager, AVP
Purchase, New York, United States of America
Full-time
Onsite
Mid Level
$85K/yr - $135K/yr
3+ years expMorgan Stanley is a global financial services firm that operates through several business segments. They are seeking an Insured Solutions Relationship Manager to act as the primary contact for key stakeholders, expand partner investment efforts, and promote Insured Solutions across the firm.
BankingFinanceFinancial Services
Responsibilities
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
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
FA Compensation for annuity products
Product Service Delivery
Industry metrics
Platform updates by competition
Variable effecting the economy
Qualification
Required
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
Preferred
Life Insurance License and Series 7 preferred
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
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