Channel Data and AI Implementation Senior Associate
Core
Transform sales data into actionable insights to drive advisor targeting, campaign effectiveness, and distribution outcomes for MSIM's US Intermediary business.
Role type
Senior Associate, data analysis & AI implementation
Builds
Forward-looking analysis, data-driven storytelling, and AI-enabled solutions for sales teams
Domain
Asset Management / Financial Services Distribution
Deliverable
dashboards & analysis
Required skills
Data analysis, AI tool proficiency (Copilot, ChatGPT, Claude), Investment product knowledge (Mutual Funds, SMA, ETFs, Alternatives), CRM systems, Data visualization (Tableau, Power BI), SQL, Excel, PowerPoint, Stakeholder communication
Preferred skills
SalesForce experience, Wealth management background
Technologies
Copilot, ChatGPT, Claude, Tableau, Power BI, SQL, Excel, PowerPoint, SalesForce
Responsibilities
Synthesize industry, market, and product data to deliver forward-looking analysis; Identify and target growth opportunities by analyzing advisor behavior and sales trends; Partner with Sales and Senior Leadership to shape tactical distribution priorities using data-driven insights; Use AI to connect data to advisor behavior and product demand; Translate complex data into clear, actionable insights for intermediary sales teams and leadership.
Seniority
Senior, hands-on IC