Business Development Manager

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 our OCIO portfolio managers and Morgan Stanley Financial Advisors/Consultants to drive assets under management (AUM) growth. This role focuses on the Nonprofit client segment, managing the full sales lifecycle, and building strong relationships with institutional clients as well as internal partners.
Responsibilities Lead end‑to‑end business development efforts for Nonprofit 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 Nonprofit business.
Drive and manage the Request for Proposal (RFP) processes.
Maintain a library of content for Nonprofit responses.
Assist with preparing and organizing marketing materials for various meetings and events.
Participate in prospect meetings and industry events to stay current on economic and market developments.
Ensure the OCIO nonprofit 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 Endowments & Foundations / knowledge of the Nonprofit landscape.
Microsoft Office (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 date).
Candidate must have 10+ 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 will be determined on an individualized basis and is only part of the total compensation package, which 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 diverse workforce. 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.

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