Nonqualified Deferred Compensation Change Management Lead AVP

Morgan Stanley•Boston, MA

About The Position

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. - Partner with Project Management to scale the MS Deferred Comp Admin platform to support large, complex plan structure, including the MS Deferred Cash Plan - Collaborate with Product to migrate NQDC participants to the ETRADE digital ecosystem, ensuring seamless adoption and high satisfaction - Support the development of both interim and target operating models for participant servicing and call center operations - Identify, communicate, and manage the process impacts associated with platform and workflow change - Support training and feedback loops to enable adoption of new platforms, processes, and service model - 4+ years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans - Proficiency in Microsoft Excel, PowerPoint, and Word; experience with reporting or CRM tools a plus - Detail-oriented, proactive, and able to manage multiple priorities in a fast-paced environment - Collaborative mindset with a willingness to learn and grow within a dynamic team 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Colorado: Salary range for the position: $85K-$135K per year. 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 unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 6/1/2026. Massachusetts: Expected base pay rates for the role will be between $85K-$135K per year. at the commencement of employment. 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.

Requirements

4+ years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans
Proficiency in Microsoft Excel, PowerPoint, and Word; experience with reporting or CRM tools a plus
Detail-oriented, proactive, and able to manage multiple priorities in a fast-paced environment
Collaborative mindset with a willingness to learn and grow within a dynamic team

Responsibilities

Partner with Project Management to scale the MS Deferred Comp Admin platform to support large, complex plan structure, including the MS Deferred Cash Plan
Collaborate with Product to migrate NQDC participants to the ETRADE digital ecosystem, ensuring seamless adoption and high satisfaction
Support the development of both interim and target operating models for participant servicing and call center operations
Identify, communicate, and manage the process impacts associated with platform and workflow change
Support training and feedback loops to enable adoption of new platforms, processes, and service model

Benefits

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 unit's incentive compensation plan, which also may include a discretionary bonus component.
Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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