Position SummaryMorgan Stanley's Institutional Consulting Solutions (ICS) business provides consulting services and solutions to institutional investors, including corporate retirement plans, 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 Institutional RFP Content Manager will play a key role in developing, organizing and maintaining our content database used to support high-quality RFP responses, making sure that language and materials are clear, concise, relevant, up to date and support business-development efforts.
Responsibilities Include- Curating, organizing and updating our content library to help facilitate our responses to Requests for Information (RFIs) and Requests for Proposals (RFPs)
- Working with teammates and subject-matter experts to make sure information is updated, accurate and easy to understand
- Establish and manage content review cycles, including periodic SME validation, expiration tracking, version control, approval workflows, and archival of outdated content.
- Review submissions to evaluate new additions/updates to content library
- Identify opportunities to improve proposal efficiency through content taxonomy, metadata, tagging, templates, response automation, and workflow discipline.
- Ensuring accuracy and stylistic consistency in our proposal language
- Collaborating with our Risk team to keep content compliant with regulatory requirements
- Supporting project management as needed for large proposals
Qualifications- 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
- 3-5 years of experience preferred
- Proficiency in RFP response software (e.g., Loopio)
Expected base pay rates for the role will be between $85,000 and $140,000 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.
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