Nonqualified Deferred Compensation - Onboarding Project Manager, VP

Company: Morgan Stanley
Location: Denver
Posted on: May 3, 2025

Job Description:

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, 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.The Onboarding Project Manager will be part of the Deferred Compensation group within Morgan Stanley at Work. The candidate will work cross-functionally towards a goal of successful end-to-end delivery of onboarding projects bringing a willingness to do what it takes to get onboarding projects done in a timely and accurate manner. The candidate will build exceptional relationships with both immediate and cross-functional teams and thrive in a fast-paced and evolving environment focusing on all aspects of client readiness and support for clients as they move through the full lifecycle of implementation activities onto the Morgan Stanley at Work deferred compensation platform.This position is responsible for the successful management of several concurrent projects. Projects include the implementation of Nonqualified Deferred Compensation plans for corporate clients in a timely and high-quality fashion. The Project Manager will manage the client relationship, ensuring that they and other team members understand and perform their responsibilities, maintain a high level of client satisfaction, and continuously assess project risks.This highly visible position involves interacting with a variety of individuals internally and externally and at all levels of the organization. The candidate must be driven and a self-starter, be organized and detail-oriented, have excellent communication skills, and will eventually be expected to provide subject matter expertise for NQDC plans to various groups, including Morgan Stanley branch office staff, service desks, etc.Essential Functions:Responsible for the successful end-to-end delivery of client onboarding projects, including but not limited to:

• Serving as the primary contact for assigned corporate clients throughout the onboarding process, maintaining a client-focused, yet firm approach.
• Using established tools & processes, act as the key contact between new clients and internal stakeholders to establish project requirements and timelines.
• Engaging in scoping and requirements gathering and understanding customer requirements.
• Establishing and meeting goals and manage multiple requests with minimal direction.
• Enforcing project schedules, deadlines, and standards.
• Leading project reviews to assess risks, schedule, processes, and facilitate communication and negotiation.
• Providing regular reporting to applicable managers, executive team, and the client as required.
• Auditing, monitoring, and leading the correction process to ensure project and resource data is maintained consistently in accordance with standards and methodologies.
• Actively participating in resolution of issues and conflicts, internally as well as with clients and other vendors where appropriate; escalating issues in an appropriate, timely, and tactful manner.
• Partner with Service Manager, Client Account Consultant, Design & Analysis, and COLI teams to ensure delivery of end-to-end service to assigned clients.
• Identify opportunities to scale and/or streamline existing processes.
• Maintain client records in accordance with firm defined processes and standards.Required Experience, Skills, and Qualifications:
  • 7-10 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans
  • Strong analytical and critical thinking skills
  • Ability to work in a fast-paced environment to meet client deliverable timeframes
  • Extreme attention to detail, highly organized and able to work on multiple projects across functional groups
  • Customer service oriented with excellent verbal and written communication skills
  • Strong project management skills; PMP certification a plus
  • Advanced knowledge of Microsoft Office suite necessary; including Word, Excel, and PowerPoint
  • Strong sense of ownership, accountability, and entrepreneurial spirit
  • Positive contributor to our team's inclusive culture
  • FINRA licensing may be a future requirement for this roleMorgan 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).WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: . We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.We're committed to bringing passion and customer focus to the business.Salary range for the position: [$120,000 - $160,000/] 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 [5/1/2024], but may be extended depending on whether a candidate has been selected.
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Keywords: Morgan Stanley, Cheyenne , Nonqualified Deferred Compensation - Onboarding Project Manager, VP, Human Resources , Denver, Wyoming