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.
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 $115,000 and $190,000 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.
Skills Required
- Bachelor's degree in a quantitative or business discipline such as Statistics, Economics, Data Science, Computer Science, or Engineering
- Master's degree
- 7+ years of analytics experience in financial services, preferably wealth management
- 3-5+ years leading teams and/or large cross-functional analytics programs
- Strong proficiency in SQL and Python
- 5+ years of hands-on data analysis and insight generation
- Experience defining analytical approaches and applying analytical tools to synthesize insights
- Extensive business intelligence experience, including reporting and process automation
- Experience with Tableau
- Experience with Dataiku, Snowflake, Hadoop, and Salesforce
- Ability to manipulate large datasets and produce actionable recommendations
- High accuracy, analytical rigor, attention to detail, and ownership
- Ability to work independently, solve problems creatively, maintain and debug complex code, develop hypotheses, and defend assumptions
- Excellent written and verbal communication skills, including presenting complex information clearly
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
