Distribution Sales Data Senior Associate

Morgan Stanley•Boston, MA

16h

About The Position

The Sales Data Senior Associate role sits at the intersection of data, strategy, and sales execution for MSIM’s US Intermediary business. By turning sales data into actionable insight, the Sales Data Senior Associate helps leadership and the sales teams understand what is changing, why it matters, and where to focus next. The work directly influences advisor targeting, campaign effectiveness, and distribution outcomes—making this role a critical enabler of MSIM’s growth strategy.

Requirements

Bachelor’s degree or equivalent preferred
3 - 5 years of experience supporting asset management or financial services distribution, ideally within US Intermediary, wealth management, or advisor-focused sales channels.
Working knowledge of investment products, including Mutual Funds, Separately Managed Accounts, ETFs, Alternative Investments, and other specialty solutions.
Proficiency in standard analytical and reporting tools: including Excel and PowerPoint, with experience leveraging data visualization and reporting platforms (e.g., Tableau, Power BI, SQL, or similar) to produce executive-ready insights.
Demonstrated experience operating at a Senior Associate level, with the ability to independently own analyses, manage deliverables end-to-end, and provide informed recommendations to managers and senior stakeholders.
Strong analytical and quantitative expertise, with experience interpreting large, complex sales and market data sets to uncover trends, opportunities, and actionable insights.
Proven ability to communicate effectively across levels, from sales partners to senior management.
Experience in telling compelling stories with data, translating month-over-month changes, performance trends, and advisor behavior into clear, executive-ready narratives.
Proactive, solution-oriented approach, with the confidence to identify gaps, recommend improvements, and influence outcomes through data-driven insights.
Collaborative mindset and cross-functional fluency, enabling effective partnership with Sales, Marketing, Operations, IT, and Data Reporting teams.

Nice To Haves

Experience with CRM systems is preferred (SalesForce)

Responsibilities

Transform data into insight and action by synthesizing industry, market, and product data from multiple internal and third-party sources to deliver forward-looking analysis that empowers US Intermediary sales teams.
Lead high-impact analytical initiatives supporting MSIM’s distribution strategy across Mutual Funds, Separately Managed Accounts, Specialty Solutions, Alternative Investments, and Exchange-Traded Funds, from concept through execution.
Uncover and articulate sales opportunities through rigorous analysis, clear presentation of alternatives, and well-supported recommendations that translate complexity into clarity.
Identify and target growth opportunities by analyzing advisor behavior and sales trends, with a particular focus on MSIM’s highest priority advisor and firm prospects.
Partner closely with Sales and Senior Leadership to identify, shape, and advance tactical and strategic distribution priorities, using data-driven storytelling to influence decision-making.
Proactively deliver insights and solutions by anticipating sales management needs and offering actionable ideas rooted in performance metrics, trends, and strategic objectives.
Build deep expertise in the US Intermediary business, maintaining continuous engagement across sales, marketing, operations, and IT to stay current on business objectives, market dynamics, product developments, and evolving data capabilities.