NQDC Administration, AVP
Core
Administer Nonqualified Deferred Compensation (NQDC) plans for Morgan Stanley clients, managing enrollment, contributions, distributions, audits, and regulatory compliance.
Role type
Senior IC NQDC Administrator
Builds
NQDC plan administration and client service delivery
Domain
Financial services / Retirement planning
Required skills
NQDC plan operations, client relationship management, project management, process development, regulatory compliance (409A), financial analysis, Microsoft Office (Excel, Word, PowerPoint)
Preferred skills
Process improvement, service model alignment, product/platform optimization
Responsibilities
Support sales and service teams with client onboarding and takeover plans; Administer NQDC programs from eligibility to distribution; Perform monthly/quarterly audits and reconciliations; Prepare annual funding analysis; Monitor compliance with tax and securities requirements; Collaborate with Payroll, Finance, HR, Treasury, and Tax; Maintain client event calendars; Respond to escalated client inquiries; Identify opportunities to streamline service offerings; Suggest improvements to product and platforms teams.
