OCIO RFP Writer - AVP/VP
PowerToFly, Harrison, ME, United States
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
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
Qualifications
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
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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
#J-18808-Ljbffr
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
Qualifications
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
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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
#J-18808-Ljbffr