Morgan Stanley
Morgan Stanley at Work - Nonqualified Deferred Compensation – Plan Consulting
Morgan Stanley, Boston, Massachusetts, us, 02298
Morgan Stanley at Work - Nonqualified Deferred Compensation – Plan Consulting – AVPJob Number: 3259092
POSTING DATE: Sep 27, 2024
PRIMARY LOCATION: Americas-United States of America-Massachusetts-Boston
OTHER LOCATIONS: Americas-United States of America-Colorado-Denver
EDUCATION LEVEL: Bachelor's Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Assistant Vice President
DESCRIPTIONMorgan 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 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.
Position Summary:The NQDC Plan Consulting AVP will work closely with the Sales Team to provide support in the delivery of new and/or existing NQDC plans. This will include lead qualification and sourcing, tracking and reporting opportunities within Salesforce (CRM tool), coordinating client and prospect meetings, and assist in responding to NQDC Requests for Proposals (RFPs). The AVP will be expected to produce client facing materials and presentations.
Responsibilities include, but are not limited to:
Monitor and help manage inbound sales and consulting team requests
Qualification of inbound NQDC sales leads
Develop client facing materials and presentations to be delivered
Assist with tracking of NQDC sales opportunities within Salesforce
Construct and Provide reporting on sales pipeline
Prepare response to prospect RFP requests and maintain database of firm approved replies
Work as a liaison with firm’s legal, risk, and compliance partners through execution of client service agreements and contracts
Assist with reviews of plan documents from existing and prospective customers
QUALIFICATIONSRequired Experience, Skills, and Qualifications:
2-5 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans
Strong project management and communication skills
Highly organized and able to work on multiple projects across functional groups
Advanced knowledge of Microsoft Office suite necessary; including Word, Excel, and PowerPoint
Proficiency with opportunity tracking and reporting via Salesforce tool
Strong sense of ownership, accountability, and entrepreneurial spirit
Positive contributor to our team’s inclusive culture
Desire to help grow and build the new NQDC business unit through the development of new firm clients
FINRA Series 7 and 66 and Insurance and Annuities licensing or ability to obtain within 90 days
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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POSTING DATE: Sep 27, 2024
PRIMARY LOCATION: Americas-United States of America-Massachusetts-Boston
OTHER LOCATIONS: Americas-United States of America-Colorado-Denver
EDUCATION LEVEL: Bachelor's Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Assistant Vice President
DESCRIPTIONMorgan 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 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.
Position Summary:The NQDC Plan Consulting AVP will work closely with the Sales Team to provide support in the delivery of new and/or existing NQDC plans. This will include lead qualification and sourcing, tracking and reporting opportunities within Salesforce (CRM tool), coordinating client and prospect meetings, and assist in responding to NQDC Requests for Proposals (RFPs). The AVP will be expected to produce client facing materials and presentations.
Responsibilities include, but are not limited to:
Monitor and help manage inbound sales and consulting team requests
Qualification of inbound NQDC sales leads
Develop client facing materials and presentations to be delivered
Assist with tracking of NQDC sales opportunities within Salesforce
Construct and Provide reporting on sales pipeline
Prepare response to prospect RFP requests and maintain database of firm approved replies
Work as a liaison with firm’s legal, risk, and compliance partners through execution of client service agreements and contracts
Assist with reviews of plan documents from existing and prospective customers
QUALIFICATIONSRequired Experience, Skills, and Qualifications:
2-5 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans
Strong project management and communication skills
Highly organized and able to work on multiple projects across functional groups
Advanced knowledge of Microsoft Office suite necessary; including Word, Excel, and PowerPoint
Proficiency with opportunity tracking and reporting via Salesforce tool
Strong sense of ownership, accountability, and entrepreneurial spirit
Positive contributor to our team’s inclusive culture
Desire to help grow and build the new NQDC business unit through the development of new firm clients
FINRA Series 7 and 66 and Insurance and Annuities licensing or ability to obtain within 90 days
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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