Logo of Huzzle

Home

Matches

Explore

Manage

Nonqualified Deferred Compensation – Onboarding Project Manager, AVP

image

Morgan Stanley

19d ago

  • Job
    Full-time
    Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • Denver
  • 6d left

AI generated summary

  • You should have 5-7 years in financial services, strong analytical skills, attention to detail, project management expertise, customer service focus, and proficiency in Microsoft Office.
  • You will manage client onboarding projects, serve as the primary contact, gather requirements, enforce deadlines, lead reviews, resolve issues, and ensure consistent recordkeeping.

Requirements

  • 5-7 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 time-frames
  • 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 role

Responsibilities

  • 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.

FAQs

What is the job title for this position?

The job title is Nonqualified Deferred Compensation – Onboarding Project Manager, AVP.

What are the primary locations for this job?

The primary locations for this job are Denver, Colorado; Sandy, Utah; and Tempe, Arizona.

What is the educational requirement for this position?

A Bachelor's Degree is required for this position.

What type of employment is offered for this role?

This position is a full-time employment opportunity.

What is the salary range for the position in Denver, CO?

The salary range for this position is $85,000 - $135,000 per year.

What experience is required for applicants?

Applicants need 5-7 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans.

Is project management experience necessary for this role?

Yes, strong project management skills are required, and a PMP certification is a plus.

Will the Project Manager be involved with client interactions?

Yes, the Project Manager will serve as the primary contact for assigned corporate clients throughout the onboarding process.

Is there a possibility of future licensing requirements for this position?

Yes, FINRA licensing may be a future requirement for this role.

What kind of benefits does Morgan Stanley offer?

Morgan Stanley offers a full spectrum of benefits, including medical, dental, vision, life insurance, paid time off, a 401(k), and other special perks.

What is the emphasis of Morgan Stanley's recruiting efforts?

Morgan Stanley's recruiting efforts emphasize attracting and retaining a diverse workforce reflective of their standards of integrity and excellence.

Is experience with multiple projects necessary for this role?

Yes, the candidate must be able to work on multiple projects across functional groups in a fast-paced environment.

image

Morgan Stanley

Finance
Industry
10,001+
Employees
1935
Founded Year

Mission & Purpose

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back — that guide its more than 70,000+ employees across 41 countries.