RPF Specialist, Client Segments, Director, Wealth Management

About Us :

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Global Equity Solutions :

Global Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings for both public and private markets.

Sales :

The Sales organization , which is part of the Chief Revenue Office, connects companies and their employees with a suite of innovative workplace financial solutions by providing a unique combination of thoughtful education, insightful advice, and leading technology. Our comprehensive offerings include Financial Wellness, Retirement, Nonqualified Deferred Compensation (NQDC), and global equity plan management through Morgan Stanley at Work's equity administration platforms. Sales works closely with internal partners, such as Stock Plan Directors, Strategic Client Management, Financial Advisors, and Private Wealth Advisors, to leverage existing client relationships into business opportunities.

Proposal Manager / Writer Role :

The Proposal Manager, within the Morgan Stanley at Work organization, is responsible for coordinating and completing Request for Proposals (RFPs) to ensure all deadlines are met, and writing strategically positioned proposal responses to present Morgan Stanley at Work's capabilities to help drive business growth. The candidate will perform the appropriate research / analysis / writing, and production necessary to respond to large, complex RFPs using our key RFP content database. The candidate will maintain responsibility for the complete RFP process, including initial review, response coordination, production, content management, and final assembly. This role will play a critical function in supporting new business development and client retention by managing the full RFP process. This role requires strong writing skills, deep attention to detail, time management, and the ability to translate complex financial services solutions into clear, compelling responses.

Responsibilities :

Specific duties include (but are not limited to) :

• Manage and coordinate the end-to-end Pricing Proposal, RFP and RFI questionnaire process, ensuring timely and high-quality submissions.
• Thorough review of the RFP, including identification of any potential concerns or challenges.
• Summarization, distribution and kick off call invitations to key Subject Matter Experts within Morgan Stanley at Work.
• Facilitate and participate in kick off call discussions to develop case-specific proposal response strategy, tasks list, work plan, etc.
• Track RFP projects and uploads the RFP source documents to RFP content database, Loopio. Produce initial response based on best available responses in the database.
• Customize core questionnaire responses based on the case strategy, client segment, and service model, and incorporate appropriate marketing message.
• Manage and coordinate the unique RFP requirements including proposal structure, completion of forms, system requirements, document production and assembly.
• Develops answers for questions not contained in RFP content database with Subject Matter Experts.
• Manage / update responses currently in the database based on new knowledge gained.
• Contribute to the creation of new proposal content as required, load new content, obtain proper approval / sign-off of new content for the inclusion of RFP responses.
• Conduct peer review of RFPs / RFIs completed by team members before submission.
• Work collaboratively and develop relationships with subject matter experts throughout the company to develop effective proposal materials in support of products and services.
• Understand department initiatives and key priorities. Contribute to ad-hoc special projects as needed, including occasional sales deck development and support.

Qualifications :

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 - 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.

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.