OCIO Business Development – Defined Contribution, Vice President

Morgan Stanley•Purchase, NY

About The Position

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.

Requirements

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
Candidate will be expected to obtain FINRA Series 7 and 66 licenses within 180 days of hire date
Candidate must have five to 7 years of experience

Nice To Haves

FINRA Series 7 and 66 is a plus

Responsibilities

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