Client Engagement Analytics - Financial Planning Analytics Lead, Vice President

Morgan-Stanley; Town of Islip (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Vice President of Client Engagement Analytics within Wealth Management to drive the analytics strategy for Financial Planning. You will translate business questions into rigorous analyses, unify data across platforms, and deliver executive-ready insights and dashboards.

The role requires hands-on data work, leadership of a global analytics team including offshore resources, and collaboration with Legal/Compliance to ensure governance.

Qualifications

• Bachelor’s degree in a quantitative or business discipline; Master’s degree preferred.
• 7+ years of analytics experience in financial services and 3–5+ years leading teams.
• Strong SQL and Python skills; 5+ years hands-on data analysis and insight generation.
• Extensive BI experience with reporting, automation, data viz tools; experience with big data platforms.

Responsibilities

• Define and drive the analytics strategy for Financial Planning and Wealth Management.
• Unify planning activity data and client/advisor insights across platforms; translate questions into rigorous analyses.
• Deliver core performance reporting, KPIs, dashboards, and leadership insights.
• Partner with SMEs and tech teams to standardize KPI definitions and data assets.
• Lead and mentor analytics team and offshore resources; ensure governance with Legal/Compliance.

Skills

SQL

Python

Leadership

Data analysis

Communication

Education

Bachelor's degree

Master's degree preferred

Tools

Tableau

Dataiku

Snowflake

Hadoop

Salesforce

Job description

The Vice President, Client Engagement Analytics within Wealth Management is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team within Morgan Stanley’s Client Segments division. 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.This is a business-facing, strategic analytics role for a hands-on, data-driven leader who can translate ambiguity into clear analytical approaches, actionable insights, and measurable outcomes. 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. Success in this role requires autonomy, strong curiosity about data, and the ability to deliver timely solutions that drive business results.The ideal candidate brings an AI- and automation-first mindset — advancing the use of AI tools and processes is considered table stakes — along with demonstrated people leadership and the ability to scale support efficiently, including effective partnership with offshore teams.Key ResponsibilitiesServe as a trusted, central point of contact for senior stakeholders within Financial Planning; own the Financial Planning analytics and data strategy across Wealth Management, ensuring analytics priorities align to strategic goals and measurable outcomes.Define and drive the roadmap to unify planning activity data and client/advisor insights across platforms (e.g., planning tools, CRM, dashboards) by framing business questions and translating them into rigorous analytical approaches.Establish a scalable analytics model that enables timely, data-driven insights through a consistent, connected view of operational data and reporting.Own delivery of core performance reporting and benchmarks (e.g., leadership insights, KPIs, dashboards, recurring business reviews), ensuring quality, consistency, and an executive-ready narrative.Partner with business SMEs and technology partners to standardize core KPI definitions, integrate disparate data sources, and develop dynamic data assets for analytics and downstream consumption.Partner with technology teams to ensure analytics-ready data models and pipelines are built efficiently; identify gaps in data availability and drive resolution.Lead, mentor, and develop a high-performing analytics team and offshore resources by setting clear priorities and standards for deliverables, with a strong focus on quality, timeliness, and scale.Partner with Legal/Compliance/Operational Risk to implement and evidence appropriate governance for data access and reporting distribution.QualificationsBachelor’s degree in a quantitative or business discipline (e.g., Statistics, Economics, Data Science, Computer Science, Engineering); Master’s degree preferred.7+ years of analytics experience in financial services (preferably wealth management) and 3–5+ years leading teams and/or large cross-functional analytics programs.Strong proficiency in SQL and Python, including 5+ years of hands-on data analysis and insight generation; demonstrated experience defining analytical approaches and applying a range of analytical tools to synthesize insights.Extensive business intelligence experience, including reporting and process automation, data visualization tools (Tableau), and big data platforms such as Dataiku, Snowflake, Hadoop, and Salesforce.Strong technical and analytical skills with the ability to manipulate large datasets and distill them into clear conclusions and actionable recommendations.High accuracy and analytical rigor; strong attention to detail and sense of ownership given the high-visibility nature of deliverables.Demonstrated ability to work independently and solve problems creatively, including maintaining/debugging complex code, developing hypotheses, and defending assumptions with an innovation mindset.Excellent written and verbal communication skills, including the ability to present complex information clearly and concisely to audiences across backgrounds and seniority.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 $115,000 and $190,000 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 .