Client Engagement Analytics, Vice President

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 Vice President, Client Engagement Marketing Analytics will work with data in a hands-on capacity to provide analytics, insights, and business intelligence to power client engagement and drive digital marketing, cross sell, and client incentive strategy. The right 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 Marketing, Product, Finance, Technology, and Analytics teams will be key for success in this role.

We are looking for a seasoned professional to join our Client Engagement Analytics function, to own key reporting and analytics in the client incentives/promotions and marketing campaigns areas.

The ideal candidate will be a strategic thought leader with deep expertise in using data in a hands-on capacity to provide analytics, insights, and business intelligence to power client engagement and drive cross-sell strategy across various Sales and Marketing channels, including delivery of key reports to senior management and stakeholders. High-level of autonomy, curiosity about data, and the ability to determine timely solutions while also thinking strategically to drive business results will all be markers of success in this role.

The candidate should also demonstrate AI- and automation-first mindset, leadership qualities, and an ability to develop talent and scale support efficiently while working effectively with offshore teams.

Key Responsibilities:

• Support Client Engagement Analytics team reporting, insights generation, maintenance on Client incentives/promotions analytics and marketing campaigns. Focus areas will be performance measurement through KPI reporting, analytical deep dives, client profile analysis, customer segmentation, and ad-hoc strategic requests
• Present findings to key stakeholders with visualizations, clear message, and logical rationale, demonstrating data storytelling skills as well as ability to anticipate questions from senior audiences
• Build capabilities in analytics and data visualization across areas to inform business strategies; leverage AI and expertise on automation across disparate data sources/formats to create and maintain new and innovative datasets and solutions while continuing to streamline existing processes to improve efficiency
• Partner with Data Strategy, Infrastructure, and Tech teams to drive continuous improvement in processes and platforms, while establishing self as the SME that they seek input from on new initiatives.

Experience:

• Bachelors degree in science/engineering/mathematics/statistics; Masters degree in science (M.S.), MBA or other advanced degree preferred
• A minimum of 7 years of experience in Data & Analytics, preferably in the financial services industry

Qualifications:

• Strong proficiency in SQL, Python and expertise in hands-on data analytics and providing insights; experience in defining analytical approaches and applying a range of analytical tools to synthesize insights and develop solutions will be critical
• Extensive experience with business intelligence including reporting and process automation, data visualization tools (Tableau), and solid understanding of how they can be used as a compelling communication tool
• Strong technical skills & proficiency in data analysis and with ability to manipulate large datasets and to distill them into thoughtful conclusions and actionable recommendations
• Familiarity with applications like Dataiku, Snowflake, Hue (Hadoop), Salesforce, and Tableau is a plus
• Proficiency with Microsoft Office tools (Excel, PowerPoint)
• Keen focus on accuracy and analytical rigor, attention to detail, strong sense of ownership given the highly visibility 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, come up with hypotheses, and defend assumptions with a strong sense of accountability and an eye for innovation
• Excellent oral and written communication skills, including the ability to present complex information in a clear and concise manner to audiences of various backgrounds/seniority; 2+ years in a client-facing position preferred
• 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:

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.

Salary range for the position: 110,000 - 190,000 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).