Workplace Analytics & Strategy, Executive Director

711 MS Smith Barney, LLC; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

Morgan Stanley Wealth Management seeks an Executive Director to lead Workplace analytics strategy, BI, and executive reporting for Stock Plan, Corporate Clients, and Participants. Translate complex data into insights, measure performance, and identify growth opportunities across Wealth Management businesses.

Partner with senior leaders in Finance, Product, Technology, and Data to establish trusted metrics, deliver scalable reporting, and advance cross-functional initiatives.

Qualifications

• Bachelor's degree required; advanced analytics degree preferred.
• 8+ years in analytics, strategy, or financial services.
• Hands-on SQL/Python with complex modeling.
• Experience leading multi-disciplinary analytics programs.
• Strong ability to translate data into concise business recommendations.

Responsibilities

• Define analytics strategy for Workplace growth and WM at Morgan Stanley.
• Own KPI frameworks, governance, and executive reporting.
• Lead stock plan and corporate client analytics across markets.
• Identify cross-sell, referrals, and conversion opportunities.
• Deliver sales, pipeline, and revenue insights using internal and external data sources.
• Oversee participant and asset analytics in line with business needs.
• Support finance, compensation, and revenue attribution analytics.
• Drive analytics infrastructure with Tech, Data Eng, and Data Governance.
• Lead and develop the analytics team and align with stakeholders.

Skills

SQL

Python

Stakeholder mgmt

Leadership

Data viz

Executive reporting

Education

Bachelor's degree

Master's degree preferred

Tools

Power BI

Tableau

Job description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. Morgan Stanley Wealth Management (WM) is an industry leader in providing advice and investment solutions to clients using its diverse set of Financial Advisors. The acquisition of E*TRADE in 2020 expanded the value proposition to younger, high-potential, digital-savvy clients who preferred a self-directed trading and investment solution. This rich and robust dataset of customers is a competitive advantage which allows us to deliver value across a full-service relationship to our clients. Within WM Strategy & Analytics, the Workplace & IC Analytics team serves as a strategic partner to Morgan Stanley at Work (MSAW) leadership, delivering business intelligence, executive reporting, client and participant insights, growth opportunity identification, and strategic analytics that drive decision-making across the Workplace ecosystem. The team supports a broad set of stakeholders spanning Stock Plan, Corporate Clients, Sales, Product, Finance, and Wealth Management leadership. This role combines strategic analytics leadership, executive stakeholder engagement, and business intelligence execution to help shape the future growth and operating model of the Workplace business.

Position Summary Wealth Management Analytics & Data seeks an Executive Director to lead Workplace analytics strategy, business intelligence, and executive reporting for Stock Plan Corporate Clients, Participants, and their impact to various Wealth Management businesses. The role translates complex data into actionable insights, measures business performance, identifies growth opportunities, and supports sales and revenue strategy. Partnering with senior business, technology, finance, product, and data leaders, this individual establishes trusted metrics, delivers scalable reporting, and advances cross-functional initiatives. Success requires analytical rigor, executive presence, stakeholder influence, and the ability to lead highly visible analytics initiatives.

Key Responsibilities

• Define and execute the analytics strategy for Morgan Stanley at Work, aligning priorities with Workplace growth objectives.
• Own KPI frameworks, governance, and executive reporting, delivering clear insights and recommendations for leadership reviews, strategic planning, and business initiatives.
• Lead stock plan and corporate client analytics, covering public and private companies, private markets, global footprint, contract renewals, client retention, and relationship intelligence.
• Identify cross-sell, referral, and Workplace-to-Wealth conversion opportunities across Wealth Management, Institutional channels, Corporate Client Coverage, and advisor networks.
• Deliver sales and pipeline intelligence to support prospecting, revenue expansion, and opportunity prioritization, leveraging internal data and external sources such as Equilar, PitchBook, and CB Insights.
• Oversee participant and asset analytics, including segmentation, participant growth, asset acquisition and retention drivers, and equity compensation holding behavior.
• Direct financial analytics supporting business planning, compensation, referral economics, revenue attribution, accruals, payout programs, and financial performance management.
• Advance analytics infrastructure and capabilities with Technology, Data Engineering, and Data Governance, improving data quality, metric consistency, reporting scalability, AI-enabled analytics, and self-service business intelligence.
• Lead and develop the analytics team, overseeing delivery and building alignment with senior stakeholders across Workplace, Wealth Management, Product, Finance, Operations, and Technology.

Required Qualifications

• Minimum education requirement; Bachelor's degree.
• Master's degree preferred in quantitative, analytical, business, or technical discipline such as Statistics, Economics, Finance, Engineering, Data Science, Computer Science, or Business.
• 8+ years of experience in analytics, strategy, consulting, financial services, or related functions, preferably within financial services, wealth management or equity compensation.
• Hands-on SQL/Python experience, including complex modeling and data manipulation.
• Demonstrated experience leading complex analytics programs that span business, technology, data, and executive stakeholder groups.
• Advanced analytical and problem-solving skills with the ability to synthesize large, complex datasets into concise business recommendations.
• Proven ability to develop analytics strategies, performance frameworks, executive reporting, and actionable business insights and to operate independently, navigate ambiguity, and drive initiatives from concept through execution.
• Strong leadership experience managing teams and developing talent within a high-performance environment.
• Strong stakeholder management skills with demonstrated ability to influence executive decision makers and build consensus across organizations.
• Experience establishing governance, controls, and data quality standards for business-critical reporting.
• Expertise in business intelligence, data visualization, reporting automation, and executive-level communication.

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 $150,000 and $250,000 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.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.