Demo

Assistant Vice President, Analytics and Data Strategy Team

711 MS Smith Barney, LLC
Plaza, NY Full Time
POSTED ON 12/8/2025
AVAILABLE BEFORE 2/8/2026
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 workstreams 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. Job Qualifications: BA/BS Minimum of 3-6 years of experience with one or more of the following: Management consulting firm or an 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 – Demonstrates the ability to identify key issues, gather data to investigate those issues and develop actionable recommendations and options for discussion with Management. Analytical skills – Strategic thinker with strong analytical and problem-solving skills. They must be able to engage with data scientists and analysts Product Owner skills – Experience managing all aspects of stakeholder management, requirements gathering, backlog grooming, risk and issue management, and managing product, BA, and tech resources. Project management skills –Ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines Interpersonal skills – Flexible in their work style with ability to influence stakeholders; experience working collaboratively across cross-functional teams and with senior leadership a plus Communications skills – Possesses strong written and verbal communication skills, including the ability to quickly adjust messages and style based on different audiences and agendas High proficiency in Jira, Microsoft Excel, Word, and PowerPoint Experience working with Data Analytics, Marketing & Technology teams is a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 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 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. NJ - Salary range for the position: 85,000 - 140,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. NY - Expected base pay rates for the role will be between $85,000 and $140,000 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. 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). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do

Salary : $85,000 - $140,000

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