Workplace Analytics & Strategy, Executive Director

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 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 &ICS 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