About The Position

The Analytics & Data (A&D) team within Morgan Stanley Wealth Management Strategy and Analytics owns all the management reporting, customer and product behavior insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. The A&D Strategy team is responsible for leading, structuring, and providing the “rocket fuel” for many of the key projects within analytics. The team focuses on high-impact initiatives identified in partnership with senior executives and leaders throughout the firm. You will engage teams across the organization to help drive business-impacting projects across the company. You will be responsible for managing projects including scoping, identifying key issues and actionable opportunities, and designing and implementing solutions, while providing real business and financial impact. As an AVP, you will oversee multiple workstreams and will collaborate with the team to build hypotheses, analyses, and develop and implement solutions. You will build relationships with various key stakeholders across the organization. This team member will join a cohort of other ambitious and passionate associates, driven by ideas and with a bias towards execution. We are looking for someone willing to think beyond traditional organizational structures and with a strong desire to experiment, build, and grow personally and professionally. The primary focus of this role will be to manage cross-functional strategic initiatives aimed at modernizing best-in class analytics and marketing practices and platforms and to manage a Data squad and associated tech resources responsible for Reporting and Analytics initiatives; the team member will work closely with stakeholders in WM Marketing, Machine Learning, Marketing Analytics, and Technology teams.

Requirements

  • BA/BS
  • Minimum of 3-6 years of experience with one or more of the following: Management consulting firm or an internal consulting team or relevant corporate experience (strategy, transformation)
  • Strategy or process improvement efforts within an operations environment
  • Experience in financial services preferred, Wealth Management expertise a plus
  • Problem solving skills – Demonstrates the ability to identify key issues, gather data to investigate those issues and develop actionable recommendations and options for discussion with Management.
  • Analytical skills – Strategic thinker with strong analytical and problem-solving skills. They must be able to engage with data scientists and analysts
  • Product Owner skills – Experience managing all aspects of stakeholder management, requirements gathering, backlog grooming, risk and issue management, and managing product, BA, and tech resources.
  • Project management skills –Ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines
  • Interpersonal skills – Flexible in their work style with ability to influence stakeholders; experience working collaboratively across cross-functional teams and with senior leadership a plus
  • Communications skills – Possesses strong written and verbal communication skills, including the ability to quickly adjust messages and style based on different audiences and agendas
  • High proficiency in Jira, Microsoft Excel, Word, and PowerPoint

Nice To Haves

  • Experience working with Data Analytics, Marketing & Technology teams is a plus

Responsibilities

  • Managing projects including scoping
  • Identifying key issues and actionable opportunities
  • Designing and implementing solutions
  • Overseeing multiple workstreams
  • Collaborating with the team to build hypotheses, analyses, and develop and implement solutions
  • Building relationships with various key stakeholders across the organization
  • Managing cross-functional strategic initiatives aimed at modernizing best-in class analytics and marketing practices and platforms
  • Managing a Data squad and associated tech resources responsible for Reporting and Analytics initiatives

Benefits

  • 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)
  • Short/Long Term Disability

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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