Lead design and delivery of Morgan Stanley Wealth Management Canadas insurance platform: build strategy, governance, advisor enablement, vendor relationships, compliance frameworks, operating model, and analytics to scale insurance distribution across wealth channels.

Lead and manage regulatory and legal-entity reporting for Canadian member firm entities, ensuring accurate CIRO filings, controls, reconciliations and audit readiness. Drive regulatory change implementation, process improvements, automation and cross-functional coordination with Finance, Operations, Compliance and Technology.