Client Engagement Analytics – Financial Planning Analytics Lead, Vice President

Morgan Stanley

Base: 110,000 - 190,000 yr; bonus/equity: eligible...
Financial planning analytics strategy
Data-driven leader
Translate ambiguity into analytical approaches
The Vice President, Client Engagement Analytics within Wealth Management is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team within Morgan Stanley’s Global Investment Office (GIO)

Job Summary

  • The Vice President, Client Engagement Analytics within Wealth Management is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team within Morgan Stanley’s Global Investment Office (GIO).
  • This role partners closely with Financial Planning strategy leadership as well as technology, sales, and risk/compliance, to deliver trusted metrics, scalable reporting, and advanced analytics.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Matching Summary

The Vice President, Client Engagement Analytics within Wealth Management is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team within Morgan Stanley’s Global Investment Office (GIO).

Salary

Base: 110,000 - 190,000 Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • Financial Planning analytics strategy
  • Data-driven leader
  • Translate ambiguity into analytical approaches
  • Build analytics infrastructure
  • AI and automation-first mindset
  • People leadership and scaling support

Nice-to-have

  • Strong curiosity about data
  • Deliver timely solutions
  • Effective partnership with offshore teams
  • Innovation mindset

Key Requirements

  • 7+ years analytics experience in financial services
  • 3-5+ years leading teams or large analytics programs
  • Strong proficiency in SQL and Python
  • 5+ years hands-on data analysis and insight generation
  • Extensive business intelligence experience
  • Bachelor’s degree in quantitative or business discipline

Work Rights

Not specified

Tailored Resume

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