Strategic RFP Writer

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities wealth management and investment management services. With offices in 42 countries the Firms employees serve clients worldwide including corporations governments institutions and individuals.

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.

If you are driven to succeed eager to take on new challenges and open to collaborating with diverse colleagues in pursuit of excellence youll discover a wealth of exciting career opportunities at Morgan Stanley.

The Outsourced Chief Investment Office (OCIO) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g. Defined Benefit plans Endowments Foundations Ultra-High Net-Worth Family Offices etc.) of Morgan Stanley Wealth Management.

Position Summary

Morgan Stanley OCIOs business development team sits in NYC and is a high-energy driven and collaborative team that is tasked with working directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth. As part of the OCIO business development team the Strategic RFP writer will play a critical role in the quality of our RFP responses working together with other team members and Subject Matter Experts (SMEs) to support our business goals to win net new assets expand and retain business. This role will involve additional responsibilities to support these efforts such as updating marketing material and the response library assisting with industry surveys and responding to Due Diligence Questionnaires (DDQs) issued by current clients.

Responsibilities Include

• Helping to respond to Requests for Information (RFIs) and Requests for Proposals (RFPs) to drive AUM growth

• Writing RFP response documents including cover letters and executive summaries

• Responding to Due Diligence Questionnaires (DDQs) issued by current clients

• Collaborating with the business development team and SMEs to address key questions articulate our value proposition and create commercial intellectual capital for use with clients and prospects to engage on topics related to the areas of expertise

• Working with SMEs to make sure information is updated as enhancements occur

• Updating standard RFP library responses and resource templates available to field consultants

• Updating OCIO marketing material across all client segments on a quarterly annual and as-needed basis

• Assisting in responding to industry surveys and analyzing the data

• Ensuring that responses follow brand style and tone guidelines

• Ensuring that appropriate reviews and approvals are secured by set deadlines

• Supporting sales across client segments

Qualifications

• Strong writing and editing background with experience preferred in the RFP/RFI space and/or financial services

• Ability to engage and manage multiple stakeholders

• Results-driven and passionate about contributing to the firms growth

• Motivated and able to work in a fast-paced environment and team

• Highly organized and detail-oriented

• Proficient in Microsoft Office (Word Excel PowerPoint Outlook)

• Bachelors degree required

• 3-5 years of experience preferred

• Proficiency in RFP response software (e.g. Loopio) is a plus

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents.