Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Client Engagement Analytics Lead, Admin, Vice President, Wealth Management

AT Morgan Stanley
Morgan Stanley

Client Engagement Analytics Lead, Admin, Vice President, Wealth Management

Key responsibilities will include but will not be limited to the following: > Support US-based Client Engagement Analytics team colleagues with reporting, insights generation, and process optimization/maintenance on Client incentives and Marketing campaign initiatives. Focus areas will be performance measurement through KPI reporting, analytical deep dives, client profile analysis, customer segmentation, and Adhoc strategic requests. > Leverage data across disparate sources/formats to create and maintain new and innovative datasets and solutions while continuing to streamline existing processes to improve efficiency. > 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. > Manage and coach team of 3-4 associates. > Strong proficiency in SQL, Python and expertise in hands-on data analytics and providing insights; experience in defining analytical approaches and applying a range of analytical tools to synthesize insights and develop solutions will be critical > 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 visibility 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 and an eye for innovation > Excellent oral and written communication skills, including the ability to present complex information in a clear and concise manner to audiences of various backgrounds/seniority; 2+ years in a client-facing position preferred > Ability to work in a collaborative, transparent style within the team and with cross-functional stakeholders across the organization Registration Required: > None EOE M/F/D/V Committed to Diversity We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. 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. 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 every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Want more jobs like this?

Get jobs delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.
Job ID: Morgan-549785336142
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)