Institutional RFP Content Manager, AVP

Morgan-Stanley; Town of Islip (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley is seeking an Institutional RFP Content Manager to organize and maintain content for RFIs and RFPs, ensuring clarity, relevance and up-to-date materials for business development.

You will collaborate with SMEs, manage review cycles and drive efficiency through taxonomy, templates, and workflow discipline, while aligning with regulatory requirements and Risk colleagues.

Qualifications

• Bachelor's degree required.
• 3-5 years of experience preferred.
• Experience in RFP/RFI space and/or financial services preferred.

Responsibilities

• Curating, organizing and updating content library for RFIs and RFPs.
• Collaborating with SMEs to keep information accurate and clear.
• Manage content review cycles, version control and approvals.
• Review submissions for additions/updates to content library.
• Improve proposal efficiency via taxonomy, tagging and templates.
• Ensure language accuracy and stylistic consistency.
• Support regulatory content compliance with Risk team.

Skills

Strong writing & editing

Stakeholder management

Results-driven

Highly organized

MS Office proficiency

Education

Bachelor's degree

Tools

Loopio

Job description

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, Firms 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 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)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that’s differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.