Demo

Institutional Consulting RFP Writer

Morgan Stanley
Purchase, NY Full Time
POSTED ON 4/22/2025
AVAILABLE BEFORE 5/22/2025
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 Summary

Morgan 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).

Salary : $110,000 - $185,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Institutional Consulting RFP Writer?

Sign up to receive alerts about other jobs on the Institutional Consulting RFP Writer career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$70,511 - $130,383
Income Estimation: 
$127,222 - $193,925
Income Estimation: 
$124,630 - $237,053
Income Estimation: 
$53,323 - $99,232
Income Estimation: 
$127,222 - $193,925
Income Estimation: 
$70,511 - $130,383
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Morgan Stanley

Morgan Stanley
Hired Organization Address New York, NY Full Time
Job Description - VP, Performance Advertising (3264210) Job Number : 3264210 Posting Date : Jan 7, 2025 Primary Location...
Morgan Stanley
Hired Organization Address Westport, CT Full Time
About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment ban...
Morgan Stanley
Hired Organization Address Greenwood, CO Full Time
Description Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, sec...
Morgan Stanley
Hired Organization Address Loveland, CO Part Time
Position Summary Registered Client Service Associates provide exceptional service to our clients and support Financial A...

Not the job you're looking for? Here are some other Institutional Consulting RFP Writer jobs in the Purchase, NY area that may be a better fit.

RFP Writer/Analyst Job at Merit Personnel & Consulting in New York

Merit Personnel & Consulting, New York, NY

AI Assistant is available now!

Feel free to start your new journey!