Executive Director, Workplace Analytics & Growth Strategy

Morgan Stanley; Purchase (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Morgan Stanley is seeking an Executive Director to lead Workplace analytics strategy and reporting for Stock Plan Corporate Clients, Participants, and related Wealth Management initiatives. Translate complex data into actionable insights and support growth across multiple business lines.

The role requires turning data into strategic narratives, partnering with Technology, Finance, Product, and Sales leaders, and delivering scalable analytics that drive decisions and performance within the Morgan

Qualifications

• Bachelor's degree required; Master's preferred in quantitative/analytical fields.
• 8+ years in analytics, strategy, or financial services roles.
• Hands-on SQL and Python for complex modeling and data manipulation.
• Proven ability to lead cross-functional analytics programs spanning business, tech, data, and exec Stakeholders.
• Strong leadership, independent work style, and ability to drive initiatives end-to-end.

Responsibilities

• Define analytics strategy for Morgan Stanley at Work and align with Workplace growth objectives.
• Own KPI frameworks, governance, and executive reporting for leadership reviews and planning.
• Lead stock plan and corporate client analytics across public/private companies and global footprint.
• Identify cross-sell and Workplace-to-Wealth opportunities within Wealth Management and related channels.
• Deliver sales, pipeline intelligence, and revenue analytics using internal and external data sources.
• Oversee participant and asset analytics including segmentation and retention drivers.
• Advance analytics infrastructure with Tech, Data Eng, and Governance for data quality and scalability.
• Lead analytics team and align with senior stakeholders across Workplace, Wealth Management, Product, Finance, Operations, and Tech.

Skills

SQL

Python

Leadership

Analytics strategy

Executive reporting

Education

Bachelor's degree

Master's degree preferred

Tools

Equilar

PitchBook

CB Insights

Job description

Morgan Stanley is seeking an Executive Director to lead Workplace analytics strategy and reporting for Stock Plan Corporate Clients, Participants, and related Wealth Management initiatives. Translate complex data into actionable insights and support growth across multiple business lines.

The role requires turning data into strategic narratives, partnering with Technology, Finance, Product, and Sales leaders, and delivering scalable analytics that drive decisions and performance within the Morgan