Workplace Analytics & Strategy, Executive Director

Morgan Stanley • Purchase, NY

7h

About The Position

Morgan Stanley Wealth Management Analytics & Data seeks an Executive Director to lead Workplace analytics strategy, business intelligence, and executive reporting for Stock Plan Corporate Clients, Participants, and their impact on Wealth Management businesses. The role translates complex data into actionable insights, measures performance, identifies growth opportunities, and supports sales and revenue strategy. Working with senior business, technology, finance, product, and data leaders, the Executive Director establishes trusted metrics, delivers scalable reporting, and advances cross-functional initiatives.

The role serves as an analytics leader and strategic partner to Morgan Stanley at Work leadership. It supports stakeholders across Stock Plan, Corporate Clients, Sales, Product, Finance, and Wealth Management, combining executive engagement with business intelligence execution to inform the growth and operating model of the Workplace business. Success requires analytical rigor, executive presence, stakeholder influence, and leadership of highly visible analytics initiatives.

Requirements

• Bachelor's degree required.
• At least 8 years of experience in analytics, strategy, consulting, financial services, or related functions.
• Hands-on SQL and Python experience, including complex modeling and data manipulation.
• Experience leading complex analytics programs across business, technology, data, and executive stakeholder groups.
• Advanced analytical and problem-solving skills, including the ability to synthesize large, complex datasets into concise business recommendations.
• Ability to develop analytics strategies, performance frameworks, executive reporting, and actionable business insights.
• Ability to operate independently, navigate ambiguity, and drive initiatives from concept through execution.
• Leadership experience managing teams and developing talent in a high-performance environment.
• Strong stakeholder management skills, including influencing executive decision makers and building consensus across organizations.
• Experience establishing governance, controls, and data quality standards for business-critical reporting.
• Expertise in business intelligence, data visualization, reporting automation, and executive-level communication.

Nice To Haves

• Master's degree in a quantitative, analytical, business, or technical discipline such as Statistics, Economics, Finance, Engineering, Data Science, Computer Science, or Business.
• Experience in financial services, wealth management, or equity compensation.
• Experience using external sources such as Equilar, PitchBook, and CB Insights for sales and pipeline intelligence.

Responsibilities

• Define and execute Morgan Stanley at Work analytics strategy in alignment with Workplace growth objectives.
• Own KPI frameworks, governance, and executive reporting, providing insights and recommendations for leadership reviews, strategic planning, and business initiatives.
• Lead stock plan and corporate client analytics, including analysis of public and private companies, private markets, global footprint, contract renewals, client retention, and relationship intelligence.
• Identify cross-sell, referral, and Workplace-to-Wealth conversion opportunities across Wealth Management, Institutional channels, Corporate Client Coverage, and advisor networks.
• Deliver sales and pipeline intelligence to support prospecting, revenue expansion, and opportunity prioritization using internal data and external sources.
• Oversee participant and asset analytics, including segmentation, participant growth, asset acquisition and retention drivers, and equity compensation holding behavior.
• Direct financial analytics supporting business planning, compensation, referral economics, revenue attribution, accruals, payout programs, and financial performance management.
• Advance analytics infrastructure and capabilities with Technology, Data Engineering, and Data Governance, improving data quality, metric consistency, reporting scalability, AI-enabled analytics, and self-service business intelligence.
• Lead and develop the analytics team, overseeing delivery and aligning with senior stakeholders across Workplace, Wealth Management, Product, Finance, Operations, and Technology.

Benefits

• Comprehensive employee benefits and perks.
• Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be included, depending on the position.
• Morgan Stanley-sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive