Insurance & Annuities Strategy / Product Manager, Assistant Vice President/Vice President
Core
Drive strategic initiatives and product launches for annuity and insurance solutions within Morgan Stanley Wealth Management, partnering with internal teams and external insurance carriers to expand offerings and revenue.
Role type
Senior Product & Strategy Manager (Insurance/Annuities)
Builds
New insurance partner products, annuity solutions, and digital engagement models for affluent clients.
Domain
Financial Services / Insurance / Wealth Management
Deliverable
product features
Required skills
Strategic product management, partner relationship management, product configuration, executive presentation, competitive intelligence, contract negotiation, compliance coordination, training program development.
Preferred skills
Annuity & Insurance industry experience, project management, data analytics, matrixed organization experience.
Technologies
None explicitly stated
Responsibilities
Package and support distribution of annuity and property & casualty insurance solutions; Determine product and platform configuration to expand offerings; Prepare insurance company due diligence for senior management; Create executive-level presentations on business status and pitches; Manage platform launches in coordination with operations and sales; Provide technical subject matter expertise and case design analysis; Leverage competitive intelligence for strategic growth insights; Negotiate contracts and pricing with insurance companies; Partner with Legal, Compliance, Finance, Marketing, Sales, and Operations; Support wholesalers and key insurance relationships; Manage the MSWM Insurance Planning Director Designation program; Develop and deliver new product training to Financial Advisors and sales staff.