What are the responsibilities and job description for the OCIO RFP Writer - AVP/VP position at Morgan Stanley?
Position Summary
The Outsourced Chief Investment Office (OCIO) partners with Morgan Stanley Financial Advisors across all channels to offer discretionary portfolio management services to institutional and private clients (Endowments, Foundations, Corporate & Public Retirement Plans, Family Offices and Ultra-High Net-Worth) of Morgan Stanley Wealth Management.
The OCIO Business Development team is seeking an experienced professional to lead the development of high-impact proposals for OCIO mandates serving endowments and foundations. This role is central to winning institutional mandates and the ideal candidate has excellent writing skills, strong project management abilities, and knowledge of institutional investment management.
Key Responsibilities
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
AVP - Expected base pay rates for the role will be between $85,000 and $140,000 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.
VP - Expected base pay rates for the role will be between 110,000 and 190,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
The Outsourced Chief Investment Office (OCIO) partners with Morgan Stanley Financial Advisors across all channels to offer discretionary portfolio management services to institutional and private clients (Endowments, Foundations, Corporate & Public Retirement Plans, Family Offices and Ultra-High Net-Worth) of Morgan Stanley Wealth Management.
The OCIO Business Development team is seeking an experienced professional to lead the development of high-impact proposals for OCIO mandates serving endowments and foundations. This role is central to winning institutional mandates and the ideal candidate has excellent writing skills, strong project management abilities, and knowledge of institutional investment management.
Key Responsibilities
- Analyze RFI/RFP documents to understand client requirements, evaluation criteria and submitting guidelines
- Lead and coordinate the proposal development process from kickoff to submission
- Write, edit and format high-quality proposal content, ensuring clarity, consistency, and compliance
- Craft compelling, tailored narratives that clearly communicate OCIO capabilities, including asset allocation, manager selection, portfolio construction, risk management and governance support
- Partner closely with Financial Advisors, portfolio managers and product specialists to gather technical and business information
- Ensure all proposals meet deadlines and adhere to brand, legal and regulatory standards
- Manage multiple proposals simultaneously in a fast-paced environment
- Support finalist presentations and pitch materials
- Own and continuously enhance the OCIO proposal content library including differentiation messaging, case studies and more
- Support all aspects of institutional sales for our OCIO Nonprofit business
- Ability to lead business development opportunities end-to-end and manage multiple senior stakeholders
- Strong writing, editing and proofreading skills
- Experience working with cross-functional teams
- Experience in the RFP/RFI, grant writing, technical writing, or similar space
- Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat Pro proficient
- Proficiency in RFP response software (e.g. Loopio) is strongly preferred
- Bachelor’s degree required
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
AVP - Expected base pay rates for the role will be between $85,000 and $140,000 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.
VP - Expected base pay rates for the role will be between 110,000 and 190,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Salary : $85,000 - $140,000