Insured Solutions, Morgan Stanley Wealth Management Canada (MSWC), Vice President

Morgan Stanley is a leading global financial services firm providing a wide range of wealth management, investment banking, securities, and investment 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 core values rooted in integrity, excellence, and strong team ethics. Morgan Stanley can provide a superior foundation for building professional careers - 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.

POSITION SUMMARY

MSWC is seeking an insurance business lead to build and scale its Canadian insurance platform. This role is accountable for designing and delivering a compliant, scalable, and advisor-enabled insurance offering that integrates seamlessly into holistic wealth planning.

The Vice President, Insured Solutions will lead insurance strategy, platform design, governance, and distribution enablement, working closely with Wealth Advisors, Operations, Compliance, Legal, Technology, Risk, and external partners. The role requires deep Canadian insurance expertise, insurance licensing (LLQP), and proven experience in building or operating insurance distribution models within a wealth management firm and/or a Managing General Agency (MGA).

RESPONSIBILITIES

The role requires a self-starter with strong communication and problem-solving skills, and the ability to work in a fast-paced and collaborative environment.

The VP, Insured Solutions will:

Platform Strategy & Delivery

• Own end-to-end delivery of MSWC’s Canadian insurance platform, from strategy through implementation and scale.
• Develop business cases for investment in people, partners and technology; align across Wealth, Risk, Compliance, and Operations.
• Define business requirements for core platform capabilities, including CRM integration, case management, document workflows, e-signature, illustration tools, reporting, and analytics.
• Partner with Technology and vendors to deliver solutions that prioritize advisor experience, operational control, and regulatory compliance.
• Collaborate with US and other international jurisdictions spotlighting global partner education and other business development activities.

Governance, Risk & Compliance

• Design and embed a compliance-ready governance framework aligned to Canadian insurance distribution requirements and internal controls.
• Establish and document operating policies, procedures, and escalation frameworks.
• Ensure ongoing adherence to privacy, suitability, complaint handling, record retention, and conduct-risk standards.

Advisor Experience & Enablement

• Define target-state advisor workflows and client journeys across core insurance use cases (protection, estate planning, business succession, retirement income/annuities).
• Build scalable advisor enablement including training, playbooks, discovery tools, needs-analysis approaches and referral pathways.
• Partner with internal stakeholders to drive advisor engagement while operating within regulatory and firm policy constraints.

Partner & Vendor Management

• Own the full partner lifecycle across carriers, MGAs, and service providers, including selection, due diligence, contracting, and performance management.
• Establish service standards, SLAs, governance cadences, and issue-resolution processes to ensure quality, scalability and competitive positioning.

Operating Model & Insights

• Build a consistent, compliant end-to-end insurance case management operating model covering application, underwriting, placement, delivery, and in-force service.
• Lead insurance data analysis, reporting, and dashboards to support performance monitoring and decision-making.
• Maintain strong knowledge of firm capabilities and contribute to the evolution of the systems and tools that support the business.
• Management of ongoing sales activity and field engagement including product and carrier trainings, developing training materials and thought leadership, and interfacing with internal sales groups

QUALIFICATIONS

• Active Life Insurance license (LLQP) in at least one Canadian province; ability to obtain additional provincial licensing as required.
• Post-secondary degree required (Business, Finance, Economics, or related field preferred).
• 10+ years of progressive experience in Canadian insurance distribution and/or wealth management.
• Proven experience working with wealth management firms and/or MGAs (e.g., platform build, distribution strategy, case management, or advisor coverage).
• Strong knowledge of life insurance, annuities, segregated funds and living benefits distributed through wealth channels.
• Experience building or scaling an insurance platform or serving as an estate/insurance specialist supporting HNW advisors.
• Familiarity with insurance technology systems (i.e. DTCC, iPipeline)
• Professional designations (CFP, CLU, CHS, etc.) and bilingualism (English/French) are assets.

LEADERSHIP CAPABILITIES

• Result-oriented, self-starter with strong execution discipline.
• Strong organizational prioritization and stakeholder-management skills.
• Collaborative, with the ability to operate independently in a regulated environment.
• Detail-oriented with a continuous improvement mindset.
• Professional and credible with senior internal and external partners.

*All candidates should verify that they meet the minimum eligibility requirements prior to applying.

While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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