Client Engagement Analytics - Financial Planning Analytics Lead, Vice President

US · 1 week ago

$115,000 to $190,000 a year

About the job

The Vice President, Client Engagement Analytics within Wealth Management is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team within Morgan Stanley’s Client Segments division. This role partners closely with Financial Planning strategy leadership as well as technology, sales, and risk/compliance, to deliver trusted metrics, scalable reporting, and advanced analytics. This is a business-facing, strategic analytics role for a hands-on, data-driven leader who can translate ambiguity into clear analytical approaches, actionable insights, and measurable outcomes. You will build the analytics infrastructure for...