RPF Specialist, Client Segments, Director, Wealth Management

About Us:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Global Equity Solutions:

Global Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings for both public and private markets.

Sales:

The Sales organization, which is part of the Chief Revenue Office, connects companies and their employees with a suite of innovative workplace financial solutions by providing a unique combination of thoughtful education, insightful advice, and leading technology. Our comprehensive offerings include Financial Wellness, Retirement, Nonqualified Deferred Compensation (NQDC), and global equity plan management through Morgan Stanley at Work's equity administration platforms. Sales works closely with internal partners, such as Stock Plan Directors, Strategic Client Management, Financial Advisors, and Private Wealth Advisors, to leverage existing client relationships into business opportunities.

• Manage and coordinate the end-to-end Pricing Proposal, RFP and RFI questionnaire process, ensuring timely and high-quality submissions.
• Thorough review of the RFP, including identification of any potential concerns or challenges.
• Summarization, distribution and kick off call invitations to key Subject Matter Experts within Morgan Stanley at Work.
• Facilitate and participate in kick off call discussions to develop case-specific proposal response strategy, tasks list, work plan, etc.
• Track RFP projects and uploads the RFP source documents to RFP content database, Loopio. Produce initial response based on best available responses in the database.
• Customize core questionnaire responses based on the case strategy, client segment, and service model, and incorporate appropriate marketing message.
• Manage and coordinate the unique RFP requirements including proposal structure, completion of forms, system requirements, document production and assembly.
• Develops answers for questions not contained in RFP content database with Subject Matter Experts.
• Manage/update responses currently in the database based on new knowledge gained.
• Contribute to the creation of new proposal content as required, load new content, obtain proper approval/sign-off of new content for the inclusion of RFP responses.
• Conduct peer review of RFPs/RFIs completed by team members before submission.
• Work collaboratively and develop relationships with subject matter experts throughout the company to develop effective proposal materials in support of products and services.
• Understand department initiatives and key priorities. Contribute to ad-hoc special projects as needed, including occasional sales deck development and support.

• Bachelor's degree preferred or equivalent experience (Economics, Finance, Communications or Marketing preferred)
• Overall 6-9 years of experience.3+ years of experience in RFP writing, proposal management, or similar role in financial services
• 2+ years of wealth management or stock plan services experience desired
• Strong written and verbal communication skills with the ability to translate technical information into client-friendly language. Ability to communicate effectively with all levels of stakeholders
• Exceptional organizational and time-management skills. Ability to work on competing priorities to meet tight deadlines
• High level of accuracy and attention to detail
• Self-starter with proven initiative and ability to work independently and as part of a team
• Proficiency in RFP content databases, such as Loopio, Qvidian or similar proposal response software
• Proficiency in Microsoft Office Suite - Word, PowerPoint, Excel, and Outlook