Position Summary
The Outsourced Chief Investment Office (OCIO) is responsible for delivering customized investment management services to institutional and ultra‑high net worth clients. The OCIO Business Development team works directly with OCIO portfolio managers and Morgan Stanley Financial Advisors/Consultants to drive assets under management growth. We are seeking a Vice President to join our OCIO Business Development team, focusing on the Defined Contribution client segment. This role is central to driving new business growth, managing the full sales lifecycle, and building strong relationships with institutional clients as well as Morgan Stanley Financial Advisors and Consultants.
Responsibilities
- Lead end-to-end business development efforts for Defined Contribution clients
- Develop and execute strategies to grow institutional assets
- Build and maintain relationships with Financial Advisors/Consultants and key stakeholders to support all aspects of institutional sales for the Defined Contribution business
- Drive and manage the Request for Proposal (RFP) process
- Maintain a library of content for Defined Contribution responses
- Assist with preparing and organizing marketing materials for various meetings and events
- Participate in prospect meetings and industry events, staying current on economic and market developments
- Ensure OCIO retirement pipeline is well maintained and up to date
Qualifications
- Proven ability to manage complex sales cycles and multiple senior stakeholders
- Strong relationship‑building and client‑facing skills
- Excellent written and verbal communication abilities
- Result‑oriented and passionate about contributing to the firm’s growth
- Strong decision‑making, analytical evaluation, risk management, and effective problem‑solving skills
- Highly organized with the ability to manage multiple priorities and deliverables simultaneously
- Experience working with Defined Contribution Plans and knowledge of the retirement landscape
- Microsoft Office proficiency (Word, Excel, PowerPoint, Outlook)
- Bachelor’s degree required
- FINRA Series 7 and 66 is a plus (candidate will be expected to obtain these licenses within 180 days of hire)
- Candidate must have five to seven years of experience
Compensation and Benefits
Expected base pay rates for the role will be between 110,000 and 190,000 per year at the commencement of employment. Base pay, if hired, will be determined individually and is only part of the total compensation package; the package may also include commission earnings, incentive compensation, discretionary bonuses, other short‑ and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs.
Equal Opportunity & EEO Statement
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, visit morganstanley.com/people-opportunities/eeo.
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