Morgan Stanley · 1 month ago
Nonqualified Deferred Compensation – Plan Consulting and COLI VP
Alpharetta, GA
Full-time
Onsite
Mid, Senior Level
$110K/yr - $185K/yr
5+ years expMorgan 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 NQDC plans and drive growth in COLI sales while collaborating with financial advisors and stock plan teams.
Asset ManagementFinanceFinancial ServicesLending
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
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
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-17
2026-01-17
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