Corporate Equity Solutions - Sales and RFP Writer

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 14 Oct 18

Corporate Equity Solutions - Sales and RFP Writer

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.

Morgan Stanley's Corporate Equity Solutions (CES) group is comprised of three primary businesses: The Global Stock Plan Services (GSPS) group is a market leader in providing equity compensation plan administration and trade execution related services to multi-national companies and their plan participants. GSPS currently services over 300 corporate clients with 1.5 million participants in over 90 countries.

This position will be responsible for reviewing and analyzing Request for Proposals (RFPs), and writing strategically-positioned proposal responses to present Morgan Stanley's GSPS' capabilities in a manner that makes clear what differentiates us from our competitors. The candidate will perform the appropriate investigation/research/writing, and production necessary to respond to large, complex public entity RFPs using a number of tools. The candidate will maintain responsibility for the complete RFP process, including initial review, response coordination, production and final assembly.


  • Specific duties include (but are not limited to): Thorough review of the RFP, including identification of any potential concerns or challenges.
  • Summarization, distribution and kick off call invitations to key Subject Matter Experts within GSPS.
  • Facilitating and participating in kick off call discussions to develop case-specific proposal response strategy, tasks list, work plan, etc.
  • Customizing core questionnaire responses based on the case strategy and incorporating appropriate marketing message.
  • Managing and coordinating the unique RFP requirements in the Public Sector market including proposal structure, completion of forms, system requirements, document production and assembly.
  • Developing answers for questions not contained in Proposal Content database with Subject Matter Experts.
  • Managing/updating questions currently in the data base based on new knowledge gained.
  • Working collaboratively and developing relationships with subject matter experts throughout the company to develop proposal materials in support of products, programs, and services.
  • Understanding department initiatives.


  • Bachelor's degree or equivalent experience
  • 3+ years of direct stock plan services experience is desired
  • 2+ years of experience with large, complex RFP responses and public sector RFPs Experience within a financial services proposal development, marketing, and/or communications environment, including use of a Proposal Content Q&A Database strongly desired.