Client Engagement Analytics – Financial Planning Analytics Lead, Vice President

About this role

The Vice President, Client Engagement Analytics within Wealth Management is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team within Morgan Stanley’s Global Investment Office (GIO). This role partners closely with Financial Planning strategy leadership as well as technology, sales, and risk/compliance, to deliver trusted metrics, scalable reporting, and advanced analytics. This is a business-facing, strategic analytics role for a hands-on, data-driven leader who can translate ambiguity into clear analytical approaches, actionable insights, and measurable outcomes

You will build the analytics infrastructure for Financial Planning, with a focus on uncovering opportunities to deepen client engagement and improve financial planning efficacy and effectiveness. Success in this role requires autonomy, strong curiosity about data, and the ability to deliver timely solutions that drive business results. The ideal candidate brings an AI- and automation-first mindset — advancing the use of AI tools and processes is considered table stakes — along with demonstrated people leadership and the ability to scale support efficiently, including effective partnership with offshore teams

Key Responsibilities * Serve as a trusted, central point of contact for senior stakeholders within GIO; own the Financial Planning analytics and data strategy across Wealth Management, ensuring analytics priorities align to strategic goals and measurable outcomes. * Define and drive the roadmap to unify planning activity data and client/advisor insights across platforms (e.g., planning tools, CRM, dashboards) by framing business questions and translating them into rigorous analytical approaches. * Establish a scalable analytics model that enables timely, data-driven insights through a consistent, connected view of operational data and reporting

* Own delivery of core performance reporting and benchmarks (e.g., l

Apply for this role on Morgan Stanley’s official careers site.