Nonqualified Deferred Compensation – Plan Consulting and COLI VP jobs in United States
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E*TRADE from Morgan Stanley · 1 month ago

Nonqualified Deferred Compensation – Plan Consulting and COLI VP

positionAlpharetta GA 3
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$110K/yr - $185K/yr
date5+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The NQDC Plan Consultant and COLI VP will work with clients to implement informal funding strategies for Nonqualified Deferred Compensation plans and drive new COLI business, collaborating with financial advisors and stock plan teams.

BankingFinanceFinancial Services

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

Qualification

Nonqualified Deferred CompensationCOLI product knowledgeFinancial services experienceMicrosoft Office proficiencyProject managementConsultative approachNetworkingProactive natureTeam contributorInsuranceAnnuities licensingFINRA licensingCommunication skillsRelationship buildingOrganizational skills

Required

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

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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