Nonqualified Deferred Compensation Plan Consulting and COLI VP
Morgan Stanley, Boston, MA, United States
NQDC Plan Consultant and COLI VP
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. 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.
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. 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.