Client Engagement Analytics – Financial Planning Analytics Lead, Vice President

Morgan Stanley UK

Jersey City, United States
Base: 110,000 - 190,000 yr; bonus/equity: eligible...
Data-driven leader
Ai and automation-first mindset
Scalable analytics model
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

Job Summary

  • 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.
  • You will build the analytics infrastructure for Financial Planning, with a focus on uncovering opportunities to deepen client engagement and improve financial planning efficacy and effectiveness.
  • 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, in addition to other special perks reserved for our employees.

Matching Summary

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.

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 including Medical, Dental, Vision, 401(k), PTO, etc.

Skills & Requirements

Must-have

  • data-driven leader
  • AI and automation-first mindset
  • scalable analytics model
  • advanced analytics
  • data strategy
  • SQL and Python proficiency

Nice-to-have

  • strong curiosity about data
  • innovation mindset
  • collaboration and creative thinking
  • people leadership

Key Requirements

  • Bachelor’s degree in quantitative or business discipline
  • 7+ years analytics experience in financial services
  • 3-5+ years leading teams
  • Extensive business intelligence experience
  • Tableau, Dataiku, Snowflake, Hadoop, Salesforce experience

Work Rights

Not specified

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