Ms

Ms

OCIO Business Development – Endowments & Foundations, Vice President

New York, New York, United States of America · Exec

Sponsorship not specifiedDetected 2 days ago
Business DevelopmentExcelCommunicationProblem SolvingOrganizational SkillsMicrosoft Office

About the role

  • The Outsourced Chief Investment Office (OCIO) is responsible for delivering customized investment management services to institutional and ultra-high net worth clients.
  • We are seeking a Vice President to join our OCIO Business Development team, with a focus on the Nonprofit client segment.

Responsibilities

  • Lead end-to-end business development efforts for Nonprofit clients
  • Develop and execute strategies to grow institutional assets
  • Build and maintain relationships with Financial Advisors/Consultants, and key stakeholders to support all aspects of institutional sales for the Nonprofit business
  • Drive and manage the Request for Proposal (RFP) processes
  • Maintain a library of content for Nonprofit responses
  • Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.

Requirements

  • Experience working with Endowments & Foundations / knowledge of the Nonprofit landscape
  • Bachelor's degree required
  • Candidate must have 10+ years of experience
  • We do it in a way that's differentiated - and we've done that for 90 years.
  • 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.
  • Proven ability to manage complex sales cycles and multiple senior stakeholders
  • Strong relationship-building and client-facing skills
  • Excellent written and verbal communication abilities
  • Result-oriented and passionate about contributing to the firm's growth with a desire to succeed
  • Strong decision making, analytical evaluation, risk management, and effective problem-solving skills
  • Highly organized with the ability to manage multiple priorities and deliverables simultaneously
  • Microsoft Office (Word, Excel, PowerPoint, Outlook)

Nice to have

  • FINRA Series 7 and 66 is a plus (candidate will be expected to obtain these licenses within 180 days of hire date)

Compensation

  • Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment.

Benefits

  • Products include Retirement and Corporate Cash Management sold by both core Advisors as well as specialized channels such as Graystone Consulting or our Morgan Stanley Institutional Investment Advisors.

Equal opportunity

  • https://www.morganstanley.com/people-opportunities/eeo.

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