Head Of Ocio Insurance - Global Investment Office, Executive Director

Morgan Stanley UK

New York, United States
Base: $175,000 - $265,000 py; bonus/equity: commis...
Ocio insurance solution roadmap
Insurance regulatory capital frameworks
Alm-informed portfolio design
This role will lead the buildout of Morgan Stanley’s OCIO insurance proposition—developing portfolio solutions and repeatable advisor tools for insurance companies and insurance asset pools

Job Summary

  • This role will lead the buildout of Morgan Stanley’s OCIO insurance proposition—developing portfolio solutions and repeatable advisor tools for insurance companies and insurance asset pools.
  • Responsibilities include owning the insurance OCIO solution roadmap, translating insurance constraints into portfolios, and developing advisor resources.
  • Morgan Stanley offers a superior foundation for building a professional career in an environment where employees are supported and empowered.

Matching Summary

This role will lead the buildout of Morgan Stanley’s OCIO insurance proposition—developing portfolio solutions and repeatable advisor tools for insurance companies and insurance asset pools.

Salary

Base: $175,000 - $265,000 per year; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • OCIO insurance solution roadmap
  • insurance regulatory capital frameworks
  • ALM-informed portfolio design
  • global capital markets expertise
  • institutional content creation

Nice-to-have

  • strong team ethic
  • professional career foundation
  • balance personal lifestyles

Key Requirements

  • 12+ years experience
  • FINRA Series 7 and 66 required
  • Undergraduate degree required
  • Graduate degree, CFA, CAIA preferred

Work Rights

Not specified

Tailored Resume

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