Retirement Benefits Director

Morgan Stanley

Retirement plan administration
Vendor management
Participant support
Manage the day-to-day administration of the Firm’s US 401(k) retirement savings plan and frozen pension plan, along with support for international retirement plans

Job Summary

  • Manage the day-to-day administration of the Firm’s US 401(k) retirement savings plan and frozen pension plan, along with support for international retirement plans.
  • Support fiduciary governance processes, stay current on regulatory developments, and coordinate annual compliance activities and filings.
  • Analyze plan data, develop KPIs, benchmark plan features, and support retirement plan budgeting and expense monitoring.

Matching Summary

Manage the day-to-day administration of the Firm’s US 401(k) retirement savings plan and frozen pension plan, along with support for international retirement plans.

Skills & Requirements

Must-have

  • Retirement plan administration
  • Vendor management
  • Participant support
  • Fiduciary governance support
  • Regulatory compliance
  • Data analysis and reporting

Nice-to-have

  • Analytical mindset
  • Flexibility and adaptability
  • Collaboration and teamwork
  • Authenticity and inclusivity
  • Ownership and accountability
  • Sound judgment and risk awareness

Key Requirements

  • Bachelor's degree
  • 4-7 years of work experience
  • Familiarity with defined benefit and defined contribution plans
  • Working knowledge of U.S. retirement compliance
  • Demonstrated ability to manage vendors
  • Strong problem-solving, technical, and analytical skills
  • Proficiency in Microsoft Excel and PowerPoint

Work Rights

Not specified

Tailored Resume

Cover Letter