WM Platforms Analytics – AVP

Wealth Management Platforms
Purchase, NY

This role sits within the Strategy & Execution function on the WM Platforms Analytics team which across the Platforms Organization delivers scalable data, analytics and reporting solutions that unlock insights and accelerate decision making. This requires an individual with strong data modeling and analytical skills, along with the ability to visualize data in a clear and concise manner. Additionally, strong communication and presentation skills are also critical to success in the function as we collaborate with many partners to bring our work to life.

About Morgan Stanley

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 is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.

What you’ll do in the role:

• Translate business needs into data and reporting requirements that support developing platforms to better serve our Clients, Advisors and Support staff

• Develop and implement data and reporting strategies that align with our business and Organizational objectives

• Drive data-driven decision-making by delivering insights that improve client segmentation, personalization and investment performance

• Build dashboards and visualizations to monitor KPIs and platform engagement metrics

• Partner across the Organization to ensure data supports end-to-end processes

• Present and clearly articulate process and rationale for proposed ideas and solutions

Skills Required:

• Bachelor's degree in Business Management, Finance, Data Science or other related field

• 7+ years of relevant of experience in data or analytical role; wealth management industry experience a plus

• Prior experience working with DataIku and Tableau is preferred

• Advanced proficiency with Microsoft Excel (e.g., pivot tables and lookup functions), along with Microsoft PowerPoint for building meaningful presentations.

• Ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges

• Ability to work in a fast-paced environment, both independently and as part of a team, and under strict and changing deadlines

• Strong sense of ownership, organization, communication, and accountability

• Technical aptitude and desire to learn new applications and processes

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

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).