OCIO Business Development - Defined Contribution, Vice President

OCIO Business Development – Defined Contribution, Vice President

Firm Overview

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.

Position Summary

The Outsourced Chief Investment Office (OCIO) is responsible for delivering customized investment management services to institutional and ultra-high net worth clients. The OCIO Business Development team works directly with our OCIO portfolio managers and Morgan Stanley Financial Advisors/Consultants to drive assets under management (AUM) growth.

We are seeking a Vice President to join our OCIO Business Development team, with a focus on the Defined Contribution client segment. This role is central to driving new business growth, managing the full sales lifecycle, and building strong relationships with institutional clients as well as Morgan Stanley Financial Advisors and Consultants.

The Vice President will serve as the primary Business Development coverage for the Defined Contribution client segment and will support end-to-end prospecting activities, including managing the Request for Proposal (RFP) process. The successful candidate will be expected to build strong, collaborative working relationships with the Retirement Client Segment Head, Portfolio Managers, Financial Advisors/Consultants, and internal Subject Matter Experts (SMEs) to help win, expand, and retain client relationships.

Responsibilities Include

• Lead end-to-end business development efforts for Defined Contribution 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 Defined Contribution business
• Drive and manage the Request for Proposal (RFP) processes
• Maintain a library of content for Defined Contribution responses
• Assist with preparing and organizing marketing materials for various meetings and events
• Participate in various prospect meetings and industry events where appropriate – stay current on economic and market developments
• Ensure OCIO retirement pipeline is well maintained and up to date

Qualifications

• 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
• Experience working with Defined Contribution Plans / knowledge of the Retirement landscape
• Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Bachelor’s degree required
• FINRA Series 7 and 66 is a plus (candidate will be expected to obtain these licenses within 180 days of hire date)
• Candidate must have five to 7 years of experience

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.

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Expected base pay rates for the role will be between 110,000 and 190,000 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 recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

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

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