Insured Solutions, Morgan Stanley Wealth Management Canada (MSWC), Vice President
Core
Lead the design, delivery, and scaling of Morgan Stanley Wealth Management Canada's insurance platform to integrate seamlessly into holistic wealth planning.
Role type
Vice President, Insurance Strategy & Platform Delivery
Builds
A compliant, scalable, advisor-enabled Canadian insurance platform and operating model
Domain
Wealth Management / Canadian Insurance Distribution
Required skills
Canadian insurance licensing (LLQP), platform strategy, vendor/partner management, regulatory compliance, advisor enablement, business case development, CRM integration, data analytics
Preferred skills
CFP, CLU, CHS designations, bilingualism (English/French), experience with MGAs, familiarity with DTCC/iPipeline
Technologies
CRM, case management systems, e-signature tools, illustration tools, reporting/analytics platforms
Responsibilities
Own end-to-end delivery of the Canadian insurance platform from strategy to scale; Design and embed a compliance-ready governance framework; Define target-state advisor workflows and client journeys; Manage the full partner lifecycle across carriers and MGAs; Build a consistent end-to-end insurance case management operating model; Lead insurance data analysis and reporting
Seniority
Senior, hands-on IC with leadership responsibilities