Insurance & Annuities Strategy / Product Manager, Associate/Assistant Vice President
Core
Drive strategic initiatives and product launches for annuity and insurance solutions within Morgan Stanley Wealth Management, focusing on digital engagement, partner collaboration, and revenue growth.
Role type
Associate/Assistant Vice President, Insurance & Annuities Strategy & Product Management
Builds
New insurance partner products, services, and digital engagement platforms for Financial Advisors and clients
Domain
Wealth Management / Insurance & Annuities
Deliverable
product features
Required skills
Strategic product management, insurance product configuration, executive presentation creation, competitive intelligence analysis, contract negotiation, cross-functional stakeholder management, program supervision, training curriculum development
Preferred skills
Annuity & Insurance industry experience, project management, sales strategy, marketing communications, data analytics
Technologies
Digital engagement platforms, Wealth Management platforms
Responsibilities
Partner with insurance companies to package and support distribution of annuity and P&C solutions; Determine product and platform configuration to expand offerings; Prepare due diligence for senior management; Create executive-level presentations and pitches; Manage platform launches with operations and sales; Provide technical subject matter expertise and case design; Leverage competitive intelligence for strategic insights; Negotiate contracts and pricing with insurance partners; Ensure compliance across Legal, Compliance, Finance, and Marketing; Support wholesalers and key relationships; Manage the Insurance Planning Director Designation program; Develop and deliver new product training to sales teams.