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The Wealth Management Analytics & Data (A&D) team within Morgan Stanley Client Segments Group owns all the executive reporting, insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. The Assistant Vice President, Client Engagement Marketing Analytics will work with data in a hands-on capacity to provide analytics, insights, and business intelligence to power client engagement and drive cross-sell strategy across various Sales, Service, and Marketing channels. The ideal candidate will be curious about data and think strategically to go beyond providing reports, focusing on delivering actionable insights and driving business results. The ability to collaborate with multiple partners across Sales & Service, Marketing, Strategy, Product, Finance, Technology, and Analytics & Data teams will be key for success in this role.

 Responsibilities:

·       Enhance our lead management and cross-sell capabilities through analytics: develop and hone robust processes for lead management, customer segmentation, profiling analyses, and incorporation of prioritization models and third party data

·       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

·       Partner with Data Strategy, Infrastructure, and Tech teams to drive continuous improvement in processes and platforms, while establishing self as the SME that they seek input from on new initiatives

·       Create comprehensive and consistent reporting and visualization suites for cross-sell initiatives; develop measurement capabilities, relevant KPIs, and insights to enable and enhance regular executive updates and benchmark creation

·       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

·       Present findings to key stakeholders in a simple to follow, articulate fashion, allowing them to walk away with actionable takeaways

Requirements:

·       Degree in Science/Engineering/Mathematics preferred, with 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

·       Familiarity with tools/applications like Dataiku, Snowflake, Hue (Hadoop), Salesforce, and Tableau is a plus

·       Proficiency with Microsoft Office tools (Excel, PowerPoint)

·       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; 2+ years in a client-facing position preferred

·       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

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Expected base pay rates for the role will be between $100,000 and $135,000 per year at the commencement of employment.  However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs