Client Engagement Analytics – Financial Planning Analytics Lead, Vice President

About the role

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 Global Investment Office (GIO).

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

• 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.

Pay

Salary range for the position: $110,000 - $190,000 per year.

Schedule

N/A