NQDC Administration, AVP

Jobtailor; Alpharetta, New York (GA, NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a skilled NQDC Specialist to manage nonqualified deferred compensation programs, oversee client onboarding and ongoing servicing, and ensure regulatory compliance across global operations. The role requires strong project management, analytical capability, and client leadership.

The candidate will work with cross-functional teams including Payroll, Finance, HR, and Tax to deliver accurate funding analyses and timely reporting, while navigating complex regulatory

Qualifications

• 5–7 years of relevant financial services experience focused on Nonqualified Deferred Compensation, plan operations, or service management.
• Strong client relationship development and management skills.
• Excellent project management, process development, and communication abilities.
• Attention to detail with compliance language and processes.
• Clear, confident communication and customer service orientation.
• Highly organized with ability to manage multiple projects and cross-functional groups.
• Proficient with Microsoft Office Suite: Word, Excel, PowerPoint.
• Demonstrated ownership, accountability and entrepreneurial spirit.

Responsibilities

• Work with NQDC clients to meet and exceed expectations for the NQDC offering.
• Provide subject matter expertise on NQDC plans to branch office staff and stakeholders.
• Lead plan implementation through enrollment with Implementation Specialist and Client Administrator.
• Support enrollment seasons, contributions, distributions, and reporting needs.
• Assist onboarding and servicing new clients, including takeover plans.
• Administer NQDC programs from eligibility through ongoing contributions and distributions.
• Perform monthly and quarterly client audits and reconciliations.

Skills

NQDC Management

Client relationships

Project management

Compliance monitoring

Financial analysis

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

• Work with existing and new NQDC clients to meet and exceed expectations for Morgan Stanley at Work’s NQDC offering
• Provide subject matter expertise on NQDC plans to branch office staff, service desks, WM Operations, Retirement Product and WM Technology
• Lead plan implementation through initial enrollment, working with the Implementation Specialist and external Client Administrator
• Support clients’ enrollment seasons, contributions, distributions, administrative needs and reporting requirements
• Support sales, implementation and service teams with onboarding and servicing new clients, including takeover plans
• Administer NQ deferred compensation programs from eligibility and enrollment through ongoing contributions and distributions
• Perform monthly and quarterly client audits and reconciliations
• Prepare and deliver annual funding analyses
• Monitor compliance with global regulatory, tax and securities requirements, including Section 409A
• Collaborate with Payroll, Finance, HR, Treasury and Tax stakeholders
• Maintain annual and semi-annual event calendars and proactively prepare for required administrative activities
• Align service models across the book of business for scalability and value creation
• Respond to escalated client inquiries and document communications, issues and resolutions
• Engage senior management to support issue resolution when needed
• Identify opportunities to streamline and optimize service offerings
• Suggest improvements to NQDC products and platforms

Requirements

• 5–7 years of relevant financial services industry or related experience, focused on Nonqualified Deferred Compensation product management, service management and/or NQDC plan operations
• Well-developed client relationship building and management skills
• Strong project management, process development and communication skills
• Extreme attention to detail and comfort with compliance language and processes
• Clear and confident communication and customer service orientation
• Highly organized; able to manage multiple projects and cross-functional groups simultaneously
• Advanced knowledge of Microsoft Office Suite, including Word, Excel and PowerPoint
• Strong ownership, accountability and entrepreneurial spirit
• Ability to manage ambiguity and recommend solutions to tactical and strategic challenges

Core Competencies

Demonstrates expertise in Nonqualified Deferred Compensation (NQDC) plan management, including client onboarding, compliance monitoring, and financial analysis. Strong project management and communication skills are essential for collaborating with cross-functional teams and enhancing service offerings.

Highest-signal resume keywords

• Nonqualified Deferred Compensation Management
• Client Relationship Building
• Project Management
• Compliance Monitoring
• Financial Analysis

Hard Skills

• NQDC Plan Operations
• Client Audits
• Funding Analysis
• Process Development
• Regulatory Compliance

Soft Skills

• Attention to Detail
• Communication Skills
• Customer Service Orientation
• Organizational Skills
• Problem-Solving

Industry Keywords

• Financial Services
• Service Management
• Tax Compliance
• Securities Requirements
• Stakeholder Collaboration

Tools & Technologies

• Microsoft Office Suite
• Excel
• Word
• PowerPoint