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Morgan 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 can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.

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. This business area is also where some of the biggest acquisitions internal to financial services are housed (ex: E*Trade, Solium) and hence, is a key growth area for the Firm.

Morgan Stanley at Work provides a comprehensive offering to Nonqualified Deferred Compensation (NQDC) plan sponsors and executive/plan participants. NQDC offers oversight and recommendations to plan sponsors in the design and administration of NQDC plans, including funding optimization strategies. Morgan Stanley at Work also creates NQDC education materials and provides financial wellness through Financial Advisors to assist executives with implementing holistic and tax efficient wealth management strategies across their assets.

Position Summary: The NQDC Funding & Analysis AVP will work with proprietary tools to conduct decision support analysis in support of clients’ selection of informal funding investments for their NQDC plans. This will include estimating cash flow and earnings for various investment options including Corporate Owned Life Insurance (COLI). The AVP will be expected to produce polished client facing exhibits to be incorporated in presentations delivered by the NQDC plan consulting team.

In addition, the AVP will be expected to continuously evaluate our analytical methodologies and proprietary tools to suggest opportunities to improve and optimize them.

Responsibilities include, but are not limited to: • 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

Required Experience, Skills, and Qualifications: • College degree required. 5-7 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans • Strong analytical and problem solving skills • Extreme attention to detail • Executive Benefits consulting industry experience preferred • Life insurance product knowledge with COLI background preferred • 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 • Proactive nature, with a strong sense of ownership, accountability, and entrepreneurial spirit • Positive contributor to our team’s inclusive culture • 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. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job: *Wealth Management

Title: Morgan Stanley at Work - Nonqualified Deferred Compensation – Funding & Analysis, AVP

Location: Massachusetts-Boston

Requisition ID: 3264893

Other Locations: Americas-United States of America-New York-New York, Americas-United States of America-Colorado-Denver, Americas-United States of America-New York-Purchase