Firm Overview

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career—a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Position Summary

The Outsourced Chief Investment Office (OCIO) is responsible for delivering customized investment management services to institutional and ultra-high net worth clients. The OCIO Business Development team works directly with our portfolio managers and Financial Advisors/Consultants to drive assets under management (AUM) growth. ­The Strategic RFP writer will play a critical role in the quality of our RFP responses. The proposal writer will develop strong working relationships with Financial Advisors, Consultants, and Subject Matter Experts (SMEs) to support our business goals to win, expand and retain business.

Responsibilities Include

• · Lead kick-off meetings, strategy sessions and proposal project planning
• · Craft Request for Information (RFI) and Request for Proposals (RFP) to drive AUM growth
• · Write RFP response documents and attachments including RFP cover letters and executive summaries
• · Collaborate with subject matter experts (SMEs) to articulate our value proposition
• · Improve and maintain content in our RFP library
• · Review and customize RFP responses from the content library
• · Ensure responses follow brand style and tone guidelines
• · Support all aspects of institutional sales for our OCIO Nonprofit business
• · Ensure OCIO pipeline is well maintained and up to date

Qualifications

• · Strong writing and editing background, with experience in the RFP/RFI, grant writing, technical writing, or similar space
• · Ability to lead business development opportunities end-to-end and manage multiple senior stakeholders
• · Result-oriented and passionate about contributing to the firm’s growth with a desire to succeed
• · Highly organized and detail-oriented
• · Microsoft Office (Word, Excel, PowerPoint, Outlook)
• · Proficiency in RFP response software (e.g. Loopio) is a plus
• · Bachelor’s degree required
• · 5-10 years of experience
• · FINRA Series 7 and 66 (or 63/65) licenses required or willingness to obtain within 120 days of hire

Expected base pay rates for the role will be between $100,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).