Morgan Stanley

Client Engagement Analytics - Financial Planning Analytics Lead, Vice President

Morgan Stanley • $115K — $190K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a quantitative or business discipline; Master's preferred.
  • 7+ years of analytics experience in financial services, ideally in wealth management.
  • 3-5+ years of experience leading teams or large cross-functional analytics programs.
  • Strong proficiency in SQL and Python with 5+ years of hands-on data analysis.
  • Extensive experience with business intelligence tools, including Tableau and big data platforms like Snowflake and Hadoop.
  • High accuracy and analytical rigor with strong attention to detail.
  • Excellent written and verbal communication skills for diverse audiences.

Responsibilities

  • Serve as the central point of contact for senior stakeholders in Financial Planning, aligning analytics priorities with strategic goals.
  • Define and drive the roadmap for unifying planning activity data and client/advisor insights across platforms.
  • Establish a scalable analytics model for timely, data-driven insights and consistent operational reporting.
  • Deliver core performance reporting and benchmarks, ensuring quality and an executive-ready narrative.
  • Partner with SMEs and technology teams to standardize KPI definitions and integrate data sources for analytics.
  • Ensure analytics-ready data models and pipelines are built efficiently, identifying and resolving data gaps.
  • Lead and mentor a high-performing analytics team, focusing on quality, timeliness, and scalability.

Benefits

  • Opportunity to work in a strategic, high-impact role within a leading financial institution.
  • Access to advanced analytics tools and technologies, fostering a culture of innovation.
  • Collaboration with senior leadership and cross-functional teams, enhancing professional growth.
  • Support for professional development and team mentorship.
  • Engagement in a dynamic work environment that values data-driven decision-making.
Full Job Description
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 Stanley's Client Segments division. 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 Financial Planning; 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
  • Bachelor's degree in a quantitative or business discipline (e.g., Statistics, Economics, Data Science, Computer Science, Engineering); Master's degree preferred.
  • 7+ years of analytics experience in financial services (preferably wealth management) and 3-5+ 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.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Morgan Stanley

More Finance & Insurance Jobs

Find similar Client Engagement Analytics - Financial Planning Analytics Lead, Vice President jobs:

NationwideNew York, NY