Overview In this role you will serve as the client-facing expert for Morgan Stanley at Work's NQDC program, guiding onboarding, enrollment, and ongoing plan administration. You will partner with sales, implementation, and service teams to deliver a seamless client experience and ensure regulatory compliance. You'll lead plan implementations and support annual funding analyses, audits, and reporting while driving process improvements across cross-functional groups. This is a hands-on, impact-driven position at the intersection of client engagement and plan operations.
Compensation / Benefits- attractive benefits and perks
- competitive compensation package
- career growth opportunities
- inclusive culture
- comprehensive benefits
Responsibilities- Onboard and service new Morgan Stanley at Work clients, including takeover plans from competitors
- Administer NQDC plans from eligibility through ongoing contributions and distributions
- Perform monthly/quarterly audits and reconciliations for assigned clients
- Prepare robust annual funding analyses aligned with client expectations
- Monitor compliance with global regulatory, tax, and 409A requirements
- Collaborate with Payroll, Finance, HR, Treasury, and Tax as needed
- Maintain event calendars and coordinate timely administrative activities
- Lead process improvements to align service models for scalability and value
- Respond to escalated client inquiries and document resolutions; engage senior management as needed
- Identify opportunities to streamline the NQDC offering and provide feedback to product/platform teams
Key requirements- 5-7 years in financial services with focus on NQDC product management or related operations
- Strong client relationship skills
- Excellent project management, process development, and communication skills
- Extreme attention to detail and comfort with compliance language
- Clear, confident communicator and customer-service oriented
- Highly organized and able to manage multiple cross-functional projects
- Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)
- Client relationship management
- Communication
- Organizational skills
- NQDC program operations
- Regulatory/compliance awareness (409A)
- Microsoft Office Suite (Word, Excel, PowerPoint)
