Nonqualified Deferred Compensation - Plan Consultant
Core
Strategic consultant for corporate clients on Nonqualified Deferred Compensation (NQDC) plan design, optimization, and governance.
Role type
Senior IC financial services consultant (NQDC)
Builds
Customized NQDC plan solutions and strategic recommendations for institutional clients
Domain
Financial services / Executive Compensation / NQDC
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
NQDC plan design expertise, COLI product knowledge, regulatory/tax compliance understanding, client consulting, project management, presentation development
Preferred skills
None stated
Technologies
Microsoft Office suite (Word, Excel, PowerPoint)
Responsibilities
Advise clients on NQDC plan design, features, and governance; conduct strategic reviews for plan optimization; partner with relationship management for high-value client conversations; translate complex NQDC concepts into actionable recommendations; develop client-facing presentations and recommendation documents; serve as internal subject matter expert for Financial Advisors and sales teams; contribute to internal education and thought leadership materials.
Seniority
Senior, hands-on IC