WM Platforms Analytics - Assistant Vice President

WM Platforms Analytics – AVP
Wealth Management Platforms
Purchase, NY

This role sits within the Strategy & Execution function on the WM Platforms Analytics team which across the Platforms Organization delivers scalable data, analytics and reporting solutions that unlock insights and accelerate decision making. This requires an individual with strong data modeling and analytical skills, along with the ability to visualize data in a clear and concise manner. Additionally, strong communication and presentation skills are also critical to success in the function as we collaborate with many partners to bring our work to life.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals.

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including:
Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution, Business Control & Support, and the Chief Operating Office.

• Translate business needs into data and reporting requirements that support developing platforms to better serve our Clients, Advisors and Support staff
• Develop and implement data and reporting strategies that align with our business and Organizational objectives
• Drive data-driven decision-making by delivering insights that improve client segmentation, personalization and investment performance
• Build dashboards and visualizations to monitor KPIs and platform engagement metrics
• Partner across the Organization to ensure data supports end-to-end processes
• Present and clearly articulate process and rationale for proposed ideas and solutions

• Bachelor's degree in Business Management, Finance, Data Science or other related field
• 7+ years of relevant experience in data or analytical role; wealth management industry experience a plus
• Prior experience working with Data Iku and Tableau is preferred
• Advanced proficiency with Microsoft Excel (e.g., pivot tables and lookup functions), along with Microsoft PowerPoint for building meaningful presentations
• Ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges
• Ability to work in a fast-paced environment, both independently and as part of a team, and under strict and changing deadlines
• Strong sense of ownership, organization, communication, and accountability
• Technical aptitude and desire to learn new applications and processes

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at…