Morgan Stanley

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

Posted On

June 5, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 2, 2025

Job Description

Company Profile:
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm's global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm's infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there's ample opportunity to move across the businesses.

Morgan Stanley is an equal opportunity employer. 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.

Division Profile:
The Analytics & Data (A&D) organization is a key growth area within Morgan Stanley's Wealth Management Division, playing a critical role in the execution of the wider Wealth Management strategy. The team owns all the executive reporting, insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. The use of analytics and data will be a key driver in accelerating growth across client segments, enabling data-driven decision making and delivering the best client experience.

Position Summary:
We are looking for an experienced professional to join the Analytics & Data organization in our Client Engagement Analytics function. The select will initially focus on Marketing Analytics and Client incentives/promotions; with a successful candidate, there is potential for this team to expand into leadership other areas within the function (WM Field and Client Solutions support). The candidate will lead a team as well as 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 and Marketing channels. They will be responsible for owning delivery of key reports to US-based team members, senior management, and stakeholders. The ideal candidate will display a high-level of autonomy, curiosity about data, and the ability to determine timely solutions while also thinking strategically to drive business results. Optimal candidate will also possess leadership qualities and an ability to develop talent and scale support efficiently.

Key Responsibilities:
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.

Experience:
> Bachelor's degree in science/engineering/mathematics; MBA or oth Required Skills:
> 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
Morgan Stanley is an equal opportunities employer. 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.

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.

Morgan Stanley is an equal opportunities employer. 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.

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