Institutional Consulting RFP Writer
POSTING DATE: Nov 26, 2024
PRIMARY LOCATION: Americas-United States of America-New York-Purchase
EDUCATION LEVEL: Bachelor's Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Vice President
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 Firm’s employees serve clients worldwide, including corporations, governments, institutions and individuals.
If you are driven to succeed, eager to take on new challenges and open to collaborating with diverse colleagues in pursuit of excellence, you'll discover a wealth of exciting career opportunities at Morgan Stanley.
Position Summary
Morgan Stanley’s Institutional Consulting Solutions (ICS) business provides consulting services and solutions to institutional investors, including corporations, foundations, endowments, educational institutions, healthcare organizations, insurer, and Taft-Hartley funds. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth. As part of the ICS Communications team, the Strategic RFP writer will play a critical role in the quality of our RFP responses, building 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
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
Collaborating with SMEs to address key questions and articulate our value proposition
Working with SMEs to make sure information is updated as enhancements occur
Updating standard RFP responses library and resource templates available to field consultants
Ensuring that responses follow brand style and tone guidelines
Ensuring that appropriate reviews and approvals are secured by set deadlines
Supporting institutional sales across client segments
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 firm’s growth
Highly organized and detail-oriented
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Bachelor’s degree required
5-10 years of experience preferred
Proficiency in RFP response software (e.g. Loopio) is a plus
Expected base pay rate for the role will be between $110,000 and $185,000 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).
