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 College degree required. 5-7 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans Extreme attention to detail Life insurance product knowledge with COLI background preferred 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 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 $85,000 and $135,000 per year at the commencement of employment. FOR DENVER POSITIONS ONLY: Salary range for the position: $85000 - $135,000/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 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 2/27/2025, but may be extended depending on whether a candidate has been selected. 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. 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. FOR NYC POSITIONS ONLY: Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. FOR DENVER POSITIONS ONLY: Salary range for the position: $85000 - $135,000/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 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 2/27/2025, but may be extended depending on whether a candidate has been selected. 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.
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