What are the responsibilities and job description for the OCIO Business Development Specialist, VP position at Morgan Stanley?
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 and advice to institutional and ultra-high net worth clients. OCIO is part of the Portfolio and Investment Manager Solutions (PIMS) group and works in close partnership with various groups across the organization. The OCIO Business Development team works directly with our portfolio managers and operations professionals to drive assets under management growth.
Responsibilities Include
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).
Posting Date
May 28, 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, 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 and advice to institutional and ultra-high net worth clients. OCIO is part of the Portfolio and Investment Manager Solutions (PIMS) group and works in close partnership with various groups across the organization. The OCIO Business Development team works directly with our portfolio managers and operations professionals to drive assets under management growth.
Responsibilities Include
- Develop a strategic plan for the acquisition of new institutional assets and revenue for the firm
- Build and maintain relationships with Financial Advisors and Consultants, and critical business and support functions, to drive business development opportunities
- Support all aspects of institutional sales for our OCIO Nonprofit business
- Lead Request for Proposal (RFP) responses in addition to onboarding of new clients
- Assist with preparing and organizing marketing materials for various meetings and events
- Participate in various prospect meetings and industry events where appropriate – stay current on economic and market developments
- Ensure OCIO pipeline is well maintained and up to date
- 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
- Excellent written and verbal communications skills
- Strong decision making, analytical evaluation, risk management, and effective problem-solving skills
- Highly organized and detail-oriented with the ability to simultaneously manage multiple deliverables
- Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Bachelor’s degree required
- 5-10 years of experience
- FINRA Series 7 and 66 (or 63/65) is a plus or willingness to obtain these licenses within 180 days of hire date)
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).
Posting Date
May 28, 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
Salary : $100,000 - $180,000
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