Nonqualified Deferred Compensation Plan Consulting and COLI VP

NQDC Plan Consultant and COLI VP

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth 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 values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve, and prosper.

Morgan Stanley at Work is a division within Morgan Stanley Wealth Management comprised of Nonqualified Deferred Compensation Solutions, Shareworks by Morgan Stanley Equity Compensation, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities. This business area is also where some of the biggest acquisitions internal to financial services are housed (ex: E*Trade, Solium) and hence, is a key growth area for the firm.

Morgan Stanley at Work provides a comprehensive offering to Nonqualified Deferred Compensation (NQDC) plan sponsors and executive/plan participants. NQDC offers oversight and recommendations to plan sponsors in the design and administration of NQDC plans, including funding optimization strategies. Morgan Stanley at Work also creates NQDC education materials and provides financial wellness through Financial Advisors to assist executives with implementing holistic and tax efficient wealth management strategies across their assets.

Position Summary: The NQDC Plan Consultant and COLI VP will work with new and existing clients to identify opportunities to implement informal funding strategies in support of their NQDC plans. The VP will work in a consultative manner with clients to determine the appropriate informal funding strategy with a focus on driving new COLI business where appropriate for the client. The VP will work with our informal funding design and analysis team who will produce detailed analysis and recommendations for the implementation of the informal funding. The VP will deliver the analysis and recommendations to existing and prospective clients.

In addition, the VP will work with our financial advisors and stock plan teams to identify new informal funding opportunities within our existing book of institutional business.

Responsibilities include, but are not limited to:

• Consult with new and existing clients to facilitate their decision making process on NQDC plan informal funding strategies
• Drive growth in our book of informal funding business with a focus on COLI sales
• Serve as an internal subject matter expert for client facing teams working with corporate clients who have COLI or may be candidates for informal funding

Required Experience, Skills, and Qualifications:

• 5-7 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans and COLI
• Strong written and verbal communication skills
• Consultative approach to working with institutional clients
• Strong COLI product knowledge
• Proven ability to communicate the economic, tax, and financial benefits of various informal funding vehicles
• Strong track record of networking and relationship building with internal partners and stakeholders including Financial Advisors
• Strong project management skills - Highly organized and able to work on multiple projects across functional groups
• Proficiency in the Microsoft Office suite necessary; including Word, Excel, and PowerPoint
• Proactive nature, with a strong sense of ownership, accountability, and entrepreneurial spirit
• Positive contributor to our team's inclusive culture
• Insurance and Annuities licensing as well as FINRA licensing are required for this role

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.

Massachusetts:

Expected base pay rates for the role will be between $110K-$185K per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).