The Wealth Management Analytics & Data (A&D) team within Morgan Stanley Client Segments Group owns all the executive reporting, insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing.
The Assistant Vice President,Client Engagement Analytics will work with data in a hands-on capacity to provide analytics, insights, and business intelligence that powers client engagement and drives strategy across various Sales and Service channels. The ideal candidate will be curious about data and think strategically to go beyond providing reports, focusing on delivering actionable insights and driving business results. The ability to collaborate with multiple partners across Sales & Service, Strategy, Product, Finance, Technology, and other Analytics & Data teams will be key for success in this role.

Responsibilities:

• Enhance our sales, service, and performance management through analytics: develop and hone robust processes for sales and service metrics measurement, customer feedback and RM performance
• Leverage data across disparate sources/formats to create and maintain new and innovative data solutions as well as streamline existing processes to improve efficiency, freeing up time for strategic analytics
• Create comprehensive and consistent reporting and visualization suites for sales and service initiatives, with a forward-thinking approach to anticipate potential questions from partners, while keeping an eye on flexibility in process design to allow for changes in the business strategy to be accommodated in reasonable time
• Support ad hoc projects, data requests, and analytical deep dives on end-to-end performance funnel metrics and ROA for various programs to pinpoint drivers of NNA, client engagement
• Partner with various partners across Digital Direct including branch leadership, Customer Service Management, Premium Services, and the Strategy & Business Planning teams to understand their business strategies and challenges. We aim to identify optimal data solutions based on those challenges through reporting and analytics.
• Present findings to leaders and key stakeholders in a simple to follow, articulate fashion, allowing them to walk away with actionable takeaways; display ability to Provide answers to critical questions: What are the results and provide KPIs, Why are we seeing the current results by analyzing drivers, How can the business use our information to drive results and key business decisions.
• Attention to analytical rigor, data quality and risk mitigation given sensitivity of data and its use in decision-making. Ability to proactively and independently build QA checks and validation framework

Requirements:

• Degree in Science/Engineering/Mathematics preferred, with 5+ years of financial services experience (preferably in data and analytics or a related function)
• Strong proficiency in SQL, Python and expertise in hands-on data analytics and providing insights
• Building dashboards end-to-end, starting from data sourcing and efficient curation to utility-focused visualization and publishing/maintenance/enhancement, is required, with preference for prior experience using Tableau.
• Familiarity with tools/applications like Dataiku, Snowflake, Hue (Hadoop), Salesforce is a plus
• Proficiency with Microsoft Office tools (Excel, PowerPoint)
• Ability to build, validate, and maintain Data Mart to enable consistent reporting across teams and ensuring "one version of truth"
• Keen focus on accuracy and analytical rigor as well as attention to detail, given the highly visible nature of deliverables owned by the team
• Track record of working independently and solving problems creatively, as well as the ability to debug/maintain complex codes, with a strong sense of accountability
• Stellar skills in oral and written communication including experience in effectively communicating with executives and colleagues; 2+ years in a client-facing position preferred
• Strategic thinking and ability to influence with demonstrated leadership acumen and problem-solving skills; effectively telling a story with data to answer open-ended business questions for enabling data-driven decision-making are key to this role
• Ability to work in a collaborative, transparent style within the team and with cross-functional stakeholders across the organization

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.
Salary range for the position: 85,000 - 140,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus. 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. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).