WM Global Investment Office – Institutional Portfolio Solutions RFP Writer

Full Job Description

WM Global Investment Office – Institutional Portfolio Solutions RFP Writer

Job Number:


POSTING DATE: Jul 12, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Bachelor’s Degree

JOB: Wealth Management


JOB LEVEL: Assistant Vice President


Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Institutional Portfolio Solutions (IPS) provides investment advice and portfolio management for institutional clients across four business areas: Custom Solutions Outsourced Chief Investment Office (“OCIO”), Graystone Investment Office, Multi-Family Office Solutions, and Custom Solutions Advisory. IPS partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to institutional and private clients (e.g. Defined Benefit Plans, Endowments, Foundations, Family Offices, etc.) of Morgan Stanley Wealth Management.

The IPS Business Development and Strategy team is looking for a creative, ambitious, and intellectually curious professional to join the team as a Request-for-Proposal (RFP) Writer. The RFP Writer will be responsible for composing RFP responses and maintaining the RFP response database, as well as supporting the rest of the Business Development and Strategy team as needed.

The RFP Writer will report to the Head of Business Development and Strategy, and will be responsible for working alongside various members of the organization and partners from across the firm.

Responsibilities include:

Compose Request-for-Proposal (RFP) and Request-for-Information (RFI) responses, in collaboration with other members of the IPS organization, as well as Financial Advisors and their teams

Customize final documents to reflect a nuanced response to the specific opportunity

Engage in follow-up work associated with RFPs moving to the next phase: finals presentations, coordinating answers, obtaining additional information, etc.

Maintain consistency and quality of language and data in RFP database

Collaborate with various departments throughout the firm to develop new language and obtain required information including legal, operations, portfolio management, product management/marketing, reporting, and performance

Support members of the Business Development & Strategy Team, as needed



Strong writing and editing background, with experience in the RFP/RFI, grant writing, technical writing, or similar space

Demonstrated experience in customizing proposals to specific prospect requirements and guidelines

Excellent written and verbal communications skills, as well as interpersonal, client focus, and organizational skills

Highly organized and detail-oriented, with the ability to simultaneously manage multiple deliverables with time constraints

Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat Pro proficient

Proficiency in RFP response software (e.g. Loopio) is strongly preferred

Minimum experience of 3+ years in a Financial Services organization. Wealth Management preferred.

Bachelor’s degree required

FINRA Series 7 and 66 is a plus (candidate will be expected to obtain these licenses within 3 months of hire date and additional licensing may be required)



This company is hiring for this role at multiple locations.

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