Deferred Compensation Plan Consultant

Morgan Stanley

NQDC Plan Consultant serving as a strategic consulting resource for corporate clients at Morgan Stanley. Advising on nonqualified deferred compensation plans and enhancing client objectives according to market practices.

Posted 7/31/2026full-timeAlpharetta • New York, Utah • 🇺🇸 United StatesMid-LevelSenior💰 $115,000 - $185,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in NQDC plan consulting, focusing on design, optimization, and compliance within the financial services industry. Strong communication and project management skills are essential for advising institutional clients and collaborating with internal stakeholders.

Highest-signal resume keywords

NQDC Plan ConsultingCOLI Product KnowledgeProject ManagementInsurance LicensingFINRA Licensing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

NQDC Plan DesignFinancial Benefits CommunicationStrategic Review ConductingClient-Facing PresentationsOperational Compliance Considerations

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationConsultative Approach

Tools & Technologies

Microsoft Office SuiteWordExcelPowerPoint

Certifications & Qualifications

Insurance LicensingAnnuities LicensingFINRA Licensing

Industry Keywords

Financial ServicesInstitutional ClientsInformal Funding Vehicles

About the role

Key responsibilities & impact

Serve as a senior NQDC plan consulting resource for institutional clients, prospects, and internal Morgan Stanley partners
Advise clients on NQDC plan design and features
Conduct strategic reviews of existing NQDC plans and optimizethem
Partner with relationship management teams for client conversations on NQDC design
Develop client-facing presentations and recommendation documents
Collaborate with internal stakeholders on operational and compliance considerations

Requirements

What you’ll need

5-7 years of relevant financial services industry experience
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 informal funding vehicles
Strong project management skills
Proficiency in Microsoft Office suite including Word, Excel, and PowerPoint
Insurance and Annuities licensing as well as FINRA licensing are required

Benefits

Comp & perks

Comprehensive employee benefits and perks
Opportunity to work alongside talented individuals
Support for work-life balance and career progression