Morgan Stanley at Work - Nonqualified Deferred Compensation Funding & Analysis, AVP

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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: ETrade 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 Funding & Analysis AVP will work with proprietary tools to conduct decision support analysis in support of clients selection of informal funding investments for their NQDC plans. This will include estimating cash flow and earnings for various investment options including Corporate Owned Life Insurance (COLI). The AVP will be expected to produce polished client facing exhibits to be incorporated in presentations delivered by the NQDC plan consulting team.

In addition the AVP will be expected to continuously evaluate our analytical methodologies and proprietary tools to suggest opportunities to improve and optimize them.

Responsibilities include but are not limited to:
Conduct cash flow and earnings analysis of potential investment alternatives to informally fund NQDC plans
Work with sales and consulting stakeholders to understand corporate clients strategy and objectives as it pertains to funding their NQDC plans
Develop polished client facing exhibits to be delivered by NQDC plan consulting and sales team members
Prioritize and project manage pipeline of client decision support projects
Continuously evaluate analytical methodologies and proprietary tools to suggest opportunities to improve them including presenting findings to management
Implement approved upgrades to proprietary tools
Support internal department initiatives to track clients and monitor carrier partner information as well as responding to ad-hoc requests

Required Experience Skills and Qualifications:
College degree required. 5-7 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans
Strong analytical and problem solving skills
Extreme attention to detail
Executive Benefits consulting industry experience preferred
Life insurance product knowledge with COLI background preferred
Strong project management and communication skills
Highly organized and able to work on multiple projects across functional groups
Advanced knowledge of 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 teams inclusive culture
Insurance and Annuities licensing is required for this role FINRA licensing may be a future requirement as well

FOR NYC POSITIONS ONLY:
Expected base pay rates for the role will be between $85000 and $135000 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.

FOR DENVER POSITIONS ONLY:

Salary range for the position: $85000 - $135000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits including Medical Prescription Drug Dental Vision Health Savings Account Dependent Day Care Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave consistent with state and local law Parental Leave and 20 Vacation Days annually) 10 Paid Holidays 401(k) and Short/Long Term Disability in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings. The application window is expected to close 2/27/2025 but may be extended depending on whether a candidate has been selected.

Morgan Stanleys 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).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.

FOR NYC POSITIONS ONLY:
Expected base pay rates for the role will be between $85000 and $135000 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.

FOR DENVER POSITIONS ONLY:

Salary range for the position: $85000 - $135000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits including Medical Prescription Drug Dental Vision Health Savings Account Dependent Day Care Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave consistent with state and local law Parental Leave and 20 Vacation Days annually) 10 Paid Holidays 401(k) and Short/Long Term Disability in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings. The application window is expected to close 2/27/2025 but may be extended depending on whether a candidate has been selected.

Morgan Stanleys 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).