- 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
- 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
Core Competencies
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 Consulting
- COLI Product Knowledge
- Project Management
- Insurance Licensing
- FINRA Licensing
ATS Optimization Keywords
Hard Skills
- NQDC Plan Design
- Financial Benefits Communication
- Strategic Review Conducting
- Client-Facing Presentations
- Operational Compliance Considerations
Soft Skills
- Strong Written Communication
- Strong Verbal Communication
- Consultative Approach
Certifications & Qualifications
- Insurance Licensing
- Annuities Licensing
- FINRA Licensing
Industry Keywords
- Financial Services
- Institutional Clients
- Informal Funding Vehicles
Tools & Technologies
- Microsoft Office Suite
- Word
- Excel
- PowerPoint