Marketing Ops, Client Segments, Director, Wealth Management

About Us:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.

As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture.

Role Summary:
MS is seeking a skilled Data Analyst with 69 years of experience in the Core Banking domain focused on developing and analyzing marketing campaigns using Dataiku. The ideal candidate will be proficient in SQL experienced in post-campaign analytics ad-hoc reporting and collaborating closely with business partners and Snowflake developers to support marketing efforts such as bank products client retention and mortgage campaigns. Experience with Python for automation or analytics is an added advantage. Familiarity with Adobe Experience Platform (AEP) for customer data management and segmentation.

Key Responsibilities:

• Collaborate with business partners to gather campaign requirements and translate them into actionable data solutions.
• Design execute and automate marketing campaigns in Dataiku targeting core banking products including mortgage services and retention strategies.
• Perform post-campaign analysis to measure performance and identify improvement areas.
• Conduct ad-hoc analysis to support business decisions based on queries from stakeholders.
• Build and optimize complex SQL queries to support campaign logic and audience targeting.
• Partner with the Snowflake database team to develop and implement scalable cloud-based logic.
• Create clear documentation for campaign logic segmentation criteria and analytics workflows.
• Present insights and findings to technical and non-technical stakeholders in a concise impactful manner.
• Utilize Adobe Experience Platform (AEP) where applicable to support audience segmentation activation and personalized campaign delivery.
• Create and manage datasets mapping them to schemas and enabling them for profiles to ensure proper alignment with business needs.

Required Skills & Qualifications:

• 69 years of experience as a Data Analyst preferably in Core Banking or Financial Services.
• Strong proficiency in SQL for querying and transforming large data sets.
• Hands-on experience with Dataiku for data workflows campaign development and automation.
• Working knowledge of Microsoft Excel for data manipulation and reporting.
• Experience in post-campaign analysis with the ability to derive actionable business insights.
• Ability to handle ad-hoc data requests and provide quick data-driven responses.
• Demonstrated experience gathering business requirements and translating them into analytical workflows.
• Excellent communication and interpersonal skills for stakeholder engagement and cross-functional collaboration.
• Bachelors or Masters degree in Computer Science Information Systems Marketing Analytics or a related field.
• Experience in customer segmentation and campaign targeting preferably using tools like Adobe Experience Platform (AEP).

Nice to Have:

• Experience with Snowflake or other cloud-based data platforms like Adobe Experience Platform (AEP) for customer segmentation personalization or campaign data orchestration will be added advantage.
• Working knowledge of Python for data analysis and automation tasks is a plus.
• Familiarity with data privacy governance and compliance in a financial context.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents.