Assistant Vice President, Client Engagement Analytics

Morgan Stanley•Jersey City, NJ

About The Position

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, while keeping an eye on flexibility in process design to allow for changes in the business strategy to be accommodated in reasonable time 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. We aim to identify optimal data solutions based on those challenges through reporting and analytics. Present findings to leaders and key stakeholders in a simple to follow, articulate fashion, allowing them to walk away with actionable takeaways; display ability to 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 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. 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. Salary range for the position: 85,000 - 140,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Requirements

Degree in Science/Engineering/Mathematics preferred
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.
Proficiency with Microsoft Office tools (Excel, PowerPoint)

Nice To Haves

Familiarity with tools/applications like Dataiku, Snowflake, Hue (Hadoop), Salesforce
2+ years in a client-facing position preferred

Responsibilities

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, while keeping an eye on flexibility in process design to allow for changes in the business strategy to be accommodated in reasonable time
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. We aim to identify optimal data solutions based on those challenges through reporting and analytics.
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
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
Strategic thinking and ability to influence with demonstrated leadership acumen and problem-solving skills; effectively telling a story with data to answer open-ended business questions for enabling data-driven decision-making are key to this role
Ability to work in a collaborative, transparent style within the team and with cross-functional stakeholders across the organization