Assistant Vice President, Analytics and Data Strategy Team

Overview

Assistant Vice President, Analytics and Data Strategy Team

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The Analytics & Data (A&D) team within Morgan Stanley Wealth Management Strategy and Analytics owns all the management reporting, customer and product behavior insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. The A&D Strategy team is responsible for leading, structuring, and providing the “rocket fuel” for many of the key projects within analytics. The team focuses on high-impact initiatives identified in partnership with senior executives and leaders throughout the firm.

You will engage teams across the organization to help drive business-impacting projects across the company. You will be responsible for managing projects including scoping, identifying key issues and actionable opportunities, and designing and implementing solutions, while providing real business and financial impact. As an AVP, you will oversee multiple work streams and will collaborate with the team to build hypotheses, analyses, and develop and implement solutions.

You will build relationships with various key stakeholders across the organization.

This team member will join a cohort of other ambitious and passionate associates, driven by ideas and with a bias towards execution. We are looking for someone willing to think beyond traditional organizational structures and with a strong desire to experiment, build, and grow personally and professionally.

The primary focus of this role will be to manage cross-functional strategic initiatives aimed at modernizing best-in class analytics and marketing practices and platforms and to manage a Data squad and associated tech resources responsible for Reporting and Analytics initiatives; the team member will work closely with stakeholders in WM Marketing, Machine Learning, Marketing Analytics, and Technology teams.

• Engage teams across the organization to drive business-impacting projects.
• Manage projects including scoping, identifying key issues, and designing and implementing solutions with measurable business and financial impact.
• Oversee multiple work streams, build hypotheses, analyses, and develop and implement solutions.
• Build relationships with key stakeholders across the organization.
• Collaborate with WM Marketing, Machine Learning, Marketing Analytics, and Technology teams on analytics modernization initiatives.
• Lead a Data squad and manage associated tech resources for Reporting and Analytics initiatives.

• BA/BS
• Minimum of 3-6 years of experience with one or more of the following:
• Management consulting firm or internal consulting team or relevant corporate experience (strategy, transformation)
• Strategy or process improvement efforts within an operations environment
• Experience in financial services preferred, Wealth Management expertise a plus
• Problem solving skills – ability to identify key issues, gather data, and develop actionable recommendations
• Analytical skills – strategic thinker with strong analytical and problem-solving abilities; ability to engage with data scientists and analysts
• Product Owner skills – stakeholder management, requirements gathering, backlog grooming, risk/issue management, and managing product, BA, and tech resources
• Project management skills – ability to manage multiple initiatives and adjust to changing priorities
• Interpersonal skills – ability to influence stakeholders and work across cross-functional teams and with senior leadership
• Communications skills – strong written and verbal communication adaptable to different audiences
• High proficiency in Jira, Microsoft Excel, Word, and Power Point
• Experience working with Data Analytics, Marketing & Technology teams is a plus

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they…