Morgan Stanley
Client Engagement Analytics - Financial Planning Analytics Lead, Vice President
$115K–$190K
New York, New York · On-site · Director · Full-time · Posted Oct 1, 2026
- Experience
- 7+ years in financial services analytics; 3–5+ years leading teams and/or large cross-functional analytics programs; 5+ years of hands-on data analysis and insight generation.
- Education
- Bachelor’s degree in a quantitative or business discipline; Master’s degree preferred.
About the job
Leads the Financial Planning analytics strategy and team, building trusted reporting, data infrastructure, and insights to improve client engagement and planning effectiveness.
What you'll do
- Own analytics strategy and roadmap, aligning priorities and measurable outcomes with Financial Planning goals.
- Deliver executive-ready performance reporting and benchmarks; unify data sources and develop analytics-ready assets and pipelines.
- Lead and develop analytics staff and offshore resources, and partner with technology and risk/compliance teams on data governance.
What they ask for
- 7+ years of analytics experience in financial services; preferably wealth management.
- 3–5+ years leading teams and/or large cross-functional analytics programs.
- Strong SQL and Python proficiency, including 5+ years of hands-on data analysis and insight generation.
- Business intelligence experience in reporting, process automation, Tableau, and big data platforms.
Nice to have
- Master’s degree.
- Experience in wealth management.
Pay
$115,000 and $190,000 per year (USD, base pay)
Tools
SQL, Python, Tableau, Dataiku, Snowflake, Hadoop, Salesforce
AI focus
Advances the use of AI tools and processes as part of an AI- and automation-first approach.
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