Workplace Analytics & Strategy, Executive Director

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. Morgan Stanley Wealth Management (WM) is an industry leader in providing advice and investment solutions to clients using its diverse set of Financial Advisors. The acquisition of E*TRADE in 2020 expanded the value proposition to younger, high-potential, digital-savvy clients who preferred a self-directed trading and investment solution. This rich and robust dataset of customers is a competitive advantage which allows us to deliver value across a full-service relationship to our clients. Within WM Strategy & Analytics, the Workplace &ICS Analytics team serves as a strategic partner to Morgan Stanley at Work (MSAW) leadership, delivering business intelligence, executive reporting, client and participant insights, growth opportunity identification, and strategic analytics that drive decision-making across the Workplace ecosystem. The team supports a broad set of stakeholders spanning Stock Plan, Corporate Clients, Sales, Product, Finance, and Wealth Management leadership. This role combines strategic analytics leadership, executive stakeholder engagement, and business intelligence execution to help shape the future growth and operating model of the Workplace business. Position Summary Wealth Management Analytics & Data seeks an Executive Director to lead Workplace analytics strategy, business intelligence, and executive reporting for Stock Plan Corporate Clients, Participants, and their impact to various Wealth Management businesses. The role translates complex data into actionable insights, measures business performance, identifies growth opportunities, and supports sales and revenue strategy. Partnering with senior business, technology, finance, product, and data leaders, this individual establishes trusted metrics, delivers scalable reporting, and advances cross-functional initiatives. Success requires analytical rigor, executive presence, stakeholder influence, and the ability to lead highly visible analytics initiatives. Key Responsibilities Define and execute the analytics strategy for Morgan Stanley at Work, aligning priorities with Workplace growth objectives. Own KPI frameworks, governance, and executive reporting, delivering clear insights and recommendations for leadership reviews, strategic planning, and business initiatives. Lead stock plan and corporate client analytics, covering public and private companies, private markets, global footprint, contract renewals, client retention, and relationship intelligence. Identify cross-sell, referral, and Workplace-to-Wealth conversion opportunities across Wealth Management, Institutional channels, Corporate Client Coverage, and advisor networks. Deliver sales and pipeline intelligence to support prospecting, revenue expansion, and opportunity prioritization, leveraging internal data and external sources such as Equilar, PitchBook, and CB Insights. Oversee participant and asset analytics, including segmentation, participant growth, asset acquisition and retention drivers, and equity compensation holding behavior. Direct financial analytics supporting business planning, compensation, referral economics, revenue attribution, accruals, payout programs, and financial performance management. Advance analytics infrastructure and capabilities with Technology, Data Engineering, and Data Governance, improving data quality, metric consistency, reporting scalability, AI-enabled analytics, and self-service business intelligence. Lead and develop the analytics team, overseeing delivery and building alignment with senior stakeholders across Workplace, Wealth Management, Product, Finance, Operations, and Technology. Required Qualifications Minimum education requirement; Bachelor's degree. Master's degree preferred in quantitative, analytical, business, or technical discipline such as Statistics, Economics, Finance, Engineering, Data Science, Computer Science, or Business. 8+ years of experience in analytics, strategy, consulting, financial services, or related functions, preferably within financial services, wealth management or equity compensation. Hands-on SQL/Python experience, including complex modeling and data manipulation. Demonstrated experience leading complex analytics programs that span business, technology, data, and executive stakeholder groups. Advanced analytical and problem-solving skills with the ability to synthesize large, complex datasets into concise business recommendations. Proven ability to develop analytics strategies, performance frameworks, executive reporting, and actionable business insights and to operate independently, navigate ambiguity, and drive initiatives from concept through execution. Strong leadership experience #J-18808-Ljbffr Morgan Stanley