VP, Client Engagement Analytics: AI-Driven Insights Leader

Morgan Stanley; New York (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley’s Wealth Management division seeks a Vice President, Client Engagement Analytics to set analytics strategy and deliver trusted metrics for Financial Planning. The role partners with strategy leadership, technology, sales, and risk/compliance to drive data-driven decisions and measurable outcomes.

This hands-on, data-driven leader will build the analytics infrastructure, uncover opportunities to deepen client engagement, and scale solutions with an AI- and automation-first mindset,

Qualifications

• 7+ years analytics experience in financial services.
• 3–5+ years leading teams and cross-functional programs.
• Hands-on data analysis with SQL and Python.

Responsibilities

• Define analytics strategy for Financial Planning aligned to business goals.
• Unify planning data and client/advisor insights across platforms.
• Build scalable models and dashboards for leadership insights.
• Ensure data governance and quality in reporting.
• Lead and mentor analytics team, including offshore resources.
• Partner with Compliance and Risk on data governance.

Skills

SQL

Python

Data analysis

Stakeholder communication

Education

Bachelor’s degree in a quantitative or business discipline

Master’s degree preferred

Tools

Tableau

Dataiku

Snowflake

Hadoop

Salesforce

Job description

Morgan Stanley’s Wealth Management division seeks a Vice President, Client Engagement Analytics to set analytics strategy and deliver trusted metrics for Financial Planning. The role partners with strategy leadership, technology, sales, and risk/compliance to drive data-driven decisions and measurable outcomes.

This hands-on, data-driven leader will build the analytics infrastructure, uncover opportunities to deepen client engagement, and scale solutions with an AI- and automation-first mindset,