Client Engagement Analytics – Financial Planning Analytics Lead, Vice President

Morgan Stanley

Base: 110,000 - 190,000 yr; bonus/equity: eligible...
Sql and python proficiency
Hands-on data analysis
Business intelligence experience
The Vice President, Client Engagement Analytics is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team

Job Summary

  • The Vice President, Client Engagement Analytics is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team.
  • 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, 10 Paid Holidays, 401(k), and Short/Long Term Disability.

Matching Summary

The Vice President, Client Engagement Analytics is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team.

Salary

Base: 110,000 - 190,000 Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Full spectrum of benefits offered

Skills & Requirements

Must-have

  • SQL and Python proficiency
  • Hands-on data analysis
  • Business intelligence experience
  • Data visualization tools (Tableau)
  • Big data platforms (Dataiku, Snowflake)
  • AI and automation mindset

Nice-to-have

  • Translate ambiguity into clear approaches
  • Curiosity about data
  • Innovation mindset
  • People leadership
  • Cross-functional collaboration

Key Requirements

  • 7+ years analytics experience
  • 3-5+ years leading teams
  • Bachelor's degree in quantitative/business discipline
  • Master's degree preferred

Work Rights

Not specified

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