Channel Data and AI Implementation Senior Associate

Morgan Stanley; Boston (MA); On-site; USD 95,000 - 115,000; Full time

Job summary

Morgan Stanley Investment Management (MSIM) seeks a Sales Data Senior Associate to turn data into strategic sales insights for the US Intermediary team. You will synthesize industry and product data to guide advisor targeting, campaigns, and distribution outcomes.

You’ll partner with leadership to shape priorities, using AI to deliver actionable ideas and translate complex data into clear, executive-ready narratives for multiple stakeholders.

Qualifications

• Bachelor’s degree or equivalent; 3–5 years in asset management or financial services distribution
• Ability to translate insights to intermediary sales teams and drive growth
• Knowledge of Mutual Funds, SMAs, ETFs, and other investments
• Hands-on experience using AI tools (Copilot, ChatGPT, Claude) to boost productivity
• Excellent presentation and communication; ability to present to stakeholders at all levels
• Proficiency with Excel and PowerPoint; familiarity with Tableau/Power BI/SQL
• Salesforce experience preferred
• Senior Associate level experience; independent ownership of analyses
• Strong analytical and quantitative skills; interpret large datasets
• Ability to tell compelling data-driven narratives

Responsibilities

• Transform data into insight to support US Intermediary sales teams
• Lead analytical initiatives across fund types (Mutual Funds, SMAs, ETFs, alternatives)
• Uncover sales opportunities through rigorous analysis and clear recommendations
• Identify growth opportunities by analyzing advisor behavior and trends
• Partner with Sales and Senior Leadership to shape distribution priorities
• Use AI to deliver insights and connect data to advisor behavior and product demand
• Translate complex data into clear, executive-ready insights for sales teams and leadership
• Collaborate with Sales, Marketing, Operations, IT, and Data Reporting teams

Skills

AI-driven analysis

Storytelling with data

Cross-functional collaboration

Executive-level communication

Strong analytical skills

Education

Bachelor’s degree or equivalent

Tools

Excel

PowerPoint

Tableau

Power BI

SQL

Salesforce

Job description

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

The Sales Data Senior Associate role sits at the intersection of data, and sales execution for MSIM’s US Intermediary business. By turning sales data into actionable insight, the Sales Data Senior Associate helps leadership and the sales teams understand what is changing, why it matters, and where to focus next. The work directly influences advisor targeting, campaign effectiveness, and distribution outcomes, making this role a critical enabler of MSIM’s growth strategy.

Primary Responsibilities

Data Analysis & Insight Generation

• Transform data into insight and action by synthesizing industry, market, and product data from multiple internal and third-party sources to deliver forward-looking analysis that empowers US Intermediary sales teams.
• Lead high-impact analytical initiatives supporting MSIM’s distribution strategy across Mutual Funds, Separately Managed Accounts, Specialty Solutions, Alternative Investments, and Exchange-Traded Funds
• Uncover and articulate sales opportunities through rigorous analysis, clear presentation of alternatives, and well-supported recommendations that translate complexity into clarity.
• Identify and target growth opportunities by analyzing advisor behavior and sales trends, with a particular focus on MSIM’s highest priority advisor and firm prospects

Partnership & Influence

• Partner closely with Sales and Senior Leadership to identify, shape, and advance tactical distribution priorities, using data-driven storytelling to influence decision-making.
• Proactively use AI to deliver insights and solutions by anticipating sales management needs and offering actionable ideas rooted in performance metrics, trends, and strategic objectives.
• Use AI to connect data to advisor behavior and product demand
• Translate complex data into clear, actionable insights for intermediary sales teams and leadership.

Business Expertise & Cross-Functional Engagement

• Build deep expertise in the US Intermediary business, maintaining continuous engagement across sales, marketing, operations, and IT to stay current on business objectives, market dynamics, product developments, and evolving data capabilities.
• Leverage intermediary sales feedback to refine data sets and advance AI-enabled solutions

Qualifications

• Bachelor’s degree or equivalent preferred 3 - 5 years of experience supporting asset management or financial services distribution, ideally within US Intermediary, wealth management, or advisor-focused sales channels.
• Ability to think and communicate like a distribution professional—connecting insights directly to how intermediary sales teams prioritize, position products, and drive growth.
• Knowledge of investment products, including Mutual Funds, Separately Managed Accounts, ETFs, Alternative Investments, and other specialty solutions.
• Required: Practical, hands-on experience using AI tools (e.g., Copilot, ChatGPT, Claude) to drive productivity, enhance analytical output, and deliver business impact
• Excellent presentation and communication skills, with the ability to translate complex insights into clear, actionable messaging for stakeholders across all levels, including intermediary sales teams
• Proficiency in standard analytical and reporting tools: including Excel and PowerPoint, with experience leveraging data visualization and reporting platforms (e.g., Tableau, Power BI, SQL, or similar) to produce executive-ready insights.
• Experience with CRM systems is preferred (SalesForce)
• Demonstrated experience operating at a Senior Associate level, with the ability to independently own analyses, manage deliverables end-to-end, and provide informed recommendations to managers and senior stakeholders.
• Strong analytical and quantitative expertise, with experience interpreting large, complex sales and market data sets to uncover trends, opportunities, and actionable insights.
• Proven ability to communicate effectively across levels, from sales partners to senior management. Experience in telling compelling stories with data, translating month-over-month changes, performance trends, and advisor behavior into clear, executive-ready narratives.
• Proactive, solution-oriented approach, with the confidence to identify gaps, recommend improvements, and influence outcomes through data-driven insights.
• Collaborative mindset and cross-functional fluency, enabling effective partnership with Sales, Marketing, Operations, IT, and Data Reporting teams.

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 $95,000 and $115,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.