RPF Specialist, Client Segments, Director, Wealth Management at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

24 Feb, 26

Salary

0.0

Posted On

26 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

RFP Writing, Proposal Management, Wealth Management, Stock Plan Services, Written Communication, Verbal Communication, Organizational Skills, Time Management, Attention to Detail, Self-Starter, Team Collaboration, Microsoft Office Suite, RFP Content Databases, Client Segments, Marketing Strategy, Subject Matter Expertise

Industry

Financial Services

Description

Manage and coordinate the end-to-end Pricing Proposal, RFP and RFI questionnaire process, ensuring timely and high-quality submissions. Thorough review of the RFP, including identification of any potential concerns or challenges. Facilitate and participate in kick off call discussions to develop case-specific proposal response strategy, tasks list, work plan, etc. Track RFP projects and uploads the RFP source documents to RFP content database, Loopio. Produce initial response based on best available responses in the database. Customize core questionnaire responses based on the case strategy, client segment, and service model, and incorporate appropriate marketing message. Manage and coordinate the unique RFP requirements including proposal structure, completion of forms, system requirements, document production and assembly. Develops answers for questions not contained in RFP content database with Subject Matter Experts. Manage/update responses currently in the database based on new knowledge gained. Contribute to the creation of new proposal content as required, load new content, obtain proper approval/sign-off of new content for the inclusion of RFP responses. Conduct peer review of RFPs/RFIs completed by team members before submission. Work collaboratively and develop relationships with subject matter experts throughout the company to develop effective proposal materials in support of products and services. Understand department initiatives and key priorities. Contribute to ad-hoc special projects as needed, including occasional sales deck development and support. Bachelor's degree preferred or equivalent experience (Economics, Finance, Communications or Marketing preferred) Overall 6-9 years of experience.3+ years of experience in RFP writing, proposal management, or similar role in financial services 2+ years of wealth management or stock plan services experience desired Strong written and verbal communication skills with the ability to translate technical information into client-friendly language. Ability to communicate effectively with all levels of stakeholders Exceptional organizational and time-management skills. Ability to work on competing priorities to meet tight deadlines High level of accuracy and attention to detail Self-starter with proven initiative and ability to work independently and as part of a team Proficiency in RFP content databases, such as Loopio, Qvidian or similar proposal response software Proficiency in Microsoft Office Suite - Word, PowerPoint, Excel, and Outlook 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. 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. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Responsibilities

Manage and coordinate the end-to-end Pricing Proposal, RFP and RFI questionnaire process, ensuring timely and high-quality submissions. Facilitate discussions to develop proposal response strategies and track RFP projects.