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Client Engagement Analytics - Financial Planning Analytics Lead, Vice President

Morgan StanleyNew York, NY

$115,000–190,000/yr

Posted Oct 1, 2026

What you’d do

Lead Financial Planning analytics and data strategy across Wealth Management, unifying planning activity data and client insights across platforms. Own performance reporting, KPIs, and dashboards for senior stakeholders. Full time. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

  • Bachelor's in quantitative or business discipline
  • 7+ years analytics experience in financial services
  • 3–5+ years leading teams or cross-functional analytics programs
  • Wealth management experience preferred
  • Master's degree preferred

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