Institutional Consulting RFP Writer

Job title: Institutional Consulting RFP Writer

Company: Morgan Stanley


Job description: 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 SummaryMorgan 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).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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.We’re committed to bringing passion and customer focus to the business.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).

Expected salary: $110000 – 185000 per year

Location: USA

Job date: Wed, 19 Feb 2025 06:58:23 GMT

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