Nonqualified Deferred Compensation – Plan Consulting and COLI VP
About The Position
- 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 - 5-7 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans and COLI - Consultative approach to working with institutional clients - 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 - 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 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. Massachusetts: Expected base pay rates for the role will be between $110K-$185K per year at the commencement of employment. New York: Expected base pay rates for the role will be between $110K-$185K 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
- 5-7 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans and COLI
- Consultative approach to working with institutional clients
- 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
- 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
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
