OCIO Business Development – Endowments & Foundations, Vice President

Morgan Stanley•New York, NY

About The Position

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 prosper. The Institutional Consulting Solutions business drives the product management, sale and service of Advisor-led workplace offerings for corporate clients, non-profits, endowments, foundations and governments entities across market segments. 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. Our products and services are designed to reduce financial stress and empower all companies and organizations and their constituents to plan, prepare for, and reach their financial goals through digital and human engagement. 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 Nonprofit 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 Nonprofit 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 Nonprofit 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 Endowments & Foundations / knowledge of the Nonprofit 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 10+ years of experience

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
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 nonprofit pipeline is well maintained and up to date