Client Engagement Analytics – Financial Planning Analytics Lead, Vice President

The Vice President Client Engagement Analytics within Wealth Management is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team within Morgan Stanleys Global Investment Office (GIO). This role partners closely with Financial Planning strategy leadership as well as technology sales and risk/compliance to deliver trusted metrics scalable reporting and advanced analytics.

This is a business-facing strategic analytics role for a hands-on data-driven leader who can translate ambiguity into clear analytical approaches actionable insights and measurable outcomes. You will build the analytics infrastructure for Financial Planning with a focus on uncovering opportunities to deepen client engagement and improve financial planning efficacy and effectiveness. Success in this role requires autonomy strong curiosity about data and the ability to deliver timely solutions that drive business results.

The ideal candidate brings an AI- and automation-first mindset advancing the use of AI tools and processes is considered table stakes along with demonstrated people leadership and the ability to scale support efficiently including effective partnership with offshore teams.

Key Responsibilities

• Serve as a trusted central point of contact for senior stakeholders within GIO; own the Financial Planning analytics and data strategy across Wealth Management ensuring analytics priorities align to strategic goals and measurable outcomes.
• Define and drive the roadmap to unify planning activity data and client/advisor insights across platforms (e.g. planning tools CRM dashboards) by framing business questions and translating them into rigorous analytical approaches.
• Establish a scalable analytics model that enables timely data-driven insights through a consistent connected view of operational data and reporting.
• Own delivery of core performance reporting and benchmarks (e.g. leadership insights KPIs dashboards recurring business reviews) ensuring quality consistency and an executive-ready narrative.
• Partner with business SMEs and technology partners to standardize core KPI definitions integrate disparate data sources and develop dynamic data assets for analytics and downstream consumption.
• Partner with technology teams to ensure analytics-ready data models and pipelines are built efficiently; identify gaps in data availability and drive resolution.
• Lead mentor and develop a high-performing analytics team and offshore resources by setting clear priorities and standards for deliverables with a strong focus on quality timeliness and scale.
• Partner with Legal/Compliance/Operational Risk to implement and evidence appropriate governance for data access and reporting distribution.

Qualifications

• Bachelors degree in a quantitative or business discipline (e.g. Statistics Economics Data Science Computer Science Engineering); Masters degree preferred.
• 7 years of analytics experience in financial services (preferably wealth management) and 35 years leading teams and/or large cross-functional analytics programs.
• Strong proficiency in SQL and Python including 5 years of hands-on data analysis and insight generation; demonstrated experience defining analytical approaches and applying a range of analytical tools to synthesize insights.
• Extensive business intelligence experience including reporting and process automation data visualization tools (Tableau) and big data platforms such as Dataiku Snowflake Hadoop and Salesforce.
• Strong technical and analytical skills with the ability to manipulate large datasets and distill them into clear conclusions and actionable recommendations.
• High accuracy and analytical rigor; strong attention to detail and sense of ownership given the high-visibility nature of deliverables.
• Demonstrated ability to work independently and solve problems creatively including maintaining/debugging complex code developing hypotheses and defending assumptions with an innovation mindset.
• Excellent written and verbal communication skills including the ability to present complex information clearly and concisely to audiences across backgrounds and seniority.

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 thats differentiated and weve 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 - 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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Salary range for the position: 110000 - 190000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus. Morgan Stanley offers a full spectrum of benefits including Medical Prescription Drug Dental Vision Health Savings Account Dependent Day Care Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave consistent with state and local law Parental Leave and 20 Vacation Days annually) 10 Paid Holidays 401(k) and Short/Long Term Disability in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).