Nonqualified Deferred Compensation Change Management Lead - AVP
About The Position
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: 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 Change Management Lead AVP supports key initiatives across HR Modernization, participant experience change, and call center transition. The role will partner closely with Product, Project Management, Client Service, Onboarding teams to ensure a smooth transition to a scalable, efficient, and integrated platform.
Requirements
- 4+ years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans
- Strong analytical, organizational, and communication skills
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
