Assistant Vice President, Client Engagement Analytics

Morgan Stanley-posted 3 months ago
$85,000 - $140,000/Yr
Full-time • Mid Level
Jersey City, NJ
5,001-10,000 employees
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The Wealth Management Analytics & Data (A&D) team within Morgan Stanley Client Segments Group owns all the executive reporting, insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. The Assistant Vice President, Client Engagement Analytics will work with data in a hands-on capacity to provide analytics, insights, and business intelligence that powers client engagement and drives strategy across various Sales and Service channels. The ideal candidate will be curious about data and think strategically to go beyond providing reports, focusing on delivering actionable insights and driving business results. The ability to collaborate with multiple partners across Sales & Service, Strategy, Product, Finance, Technology, and other Analytics & Data teams will be key for success in this role.

  • Enhance our sales, service, and performance management through analytics: develop and hone robust processes for sales and service metrics measurement, customer feedback and RM performance.
  • Leverage data across disparate sources/formats to create and maintain new and innovative data solutions as well as streamline existing processes to improve efficiency, freeing up time for strategic analytics.
  • Create comprehensive and consistent reporting and visualization suites for sales and service initiatives, with a forward-thinking approach to anticipate potential questions from partners.
  • Support ad hoc projects, data requests, and analytical deep dives on end-to-end performance funnel metrics and ROA for various programs to pinpoint drivers of NNA, client engagement.
  • Partner with various partners across Digital Direct including branch leadership, Customer Service Management, Premium Services, and the Strategy & Business Planning teams to understand their business strategies and challenges.
  • Present findings to leaders and key stakeholders in a simple to follow, articulate fashion, allowing them to walk away with actionable takeaways.
  • Provide answers to critical questions: What are the results and provide KPIs, Why are we seeing the current results by analyzing drivers, How can the business use our information to drive results and key business decisions.
  • Attention to analytical rigor, data quality and risk mitigation given sensitivity of data and its use in decision-making.
  • Ability to proactively and independently build QA checks and validation framework.
  • Degree in Science/Engineering/Mathematics preferred, with 5+ years of financial services experience (preferably in data and analytics or a related function).
  • Strong proficiency in SQL, Python and expertise in hands-on data analytics and providing insights.
  • Building dashboards end-to-end, starting from data sourcing and efficient curation to utility-focused visualization and publishing/maintenance/enhancement, is required, with preference for prior experience using Tableau.
  • Familiarity with tools/applications like Dataiku, Snowflake, Hue (Hadoop), Salesforce is a plus.
  • Proficiency with Microsoft Office tools (Excel, PowerPoint).
  • Ability to build, validate, and maintain Data Mart to enable consistent reporting across teams and ensuring 'one version of truth'.
  • Keen focus on accuracy and analytical rigor as well as attention to detail, given the highly visible nature of deliverables owned by the team.
  • Track record of working independently and solving problems creatively, as well as the ability to debug/maintain complex codes, with a strong sense of accountability.
  • Stellar skills in oral and written communication including experience in effectively communicating with executives and colleagues; 2+ years in a client-facing position preferred.
  • Strategic thinking and ability to influence with demonstrated leadership acumen and problem-solving skills.
  • Ability to work in a collaborative, transparent style within the team and with cross-functional stakeholders across the organization.
  • Experience in a client-facing position.
  • Familiarity with additional data analytics tools.
  • 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.
  • Discretionary bonus eligibility.
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