Vice President, Canadian Insurance Solutions
PowerToFly
Lead insurance innovation at Morgan Stanley as the Vice President of Canadian Insurance Solutions. Develop and scale our dynamic insurance platform for wealth management integration. This pivotal role demands a proactive leader with expertise in Canadian insurance and distribution models. You'll work closely with wealth management professionals to create compliant, advisor-friendly solutions that enhance client service. Your experience in managing insurance technologies will be vital to achieving strategic goals for the company. Key Responsibilities:
- Design and implement the Canadian insurance platform
- Establish policies ensuring compliance with Canadian regulations
- Define advisor workflows focused on core insurance use cases
- Manage the partner lifecycle from selection to performance
- Analyze data for informed decision-making
- Must hold an active LLQP insurance license
- 10+ years working in insurance and wealth management
- Proven track record with MGAs or wealth firms
- Familiarity with insurance technology like DTCC
- Professional designations (CFP, CLU) are a plus
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