Workplace Analytics & Strategy, Executive Director
Core
Lead Workplace analytics strategy, business intelligence, and executive reporting for Stock Plan Corporate Clients and Participants to drive decision-making and growth opportunities across Wealth Management.
Role type
Executive Director, Strategy & Analytics
Builds
Strategic analytics, executive reporting, and business intelligence for the Workplace ecosystem.
Domain
Financial Services / Wealth Management / Equity Compensation
Deliverable
dashboards & analysis
Required skills
Strategic analytics leadership, Executive stakeholder engagement, Business intelligence execution, SQL/Python, Complex data modeling, Team leadership, Governance & data quality, Sales pipeline intelligence, Financial analytics
Preferred skills
Master's degree in quantitative/analytical discipline, Experience in financial services/wealth management/equity compensation, Advanced analytical problem-solving
Technologies
SQL, Python, Equilar, PitchBook, CB Insights
Responsibilities
Define and execute analytics strategy for Morgan Stanley at Work; Own KPI frameworks and executive reporting; Lead stock plan and corporate client analytics; Identify cross-sell and conversion opportunities; Deliver sales and pipeline intelligence; Oversee participant and asset analytics; Direct financial analytics for business planning; Advance analytics infrastructure and capabilities; Lead and develop the analytics team.
Seniority
Executive Director, Strategic Leadership
