VP, Client Engagement Analytics — AI-Driven Financial Planning
Jobleads-US
Morgan Stanley is seeking a Vice President of Client Engagement Analytics in New York to lead analytics for Financial Planning within Wealth Management. You will drive data-driven decisions, build scalable reporting, and mentor a high-performing team, including offshore resources.
An AI-first mindset and strategic partnership with technology are essential. The role emphasizes ownership of analytics strategy, KPIs, and executive-ready narratives, with a focus on measurable business impact and
#J-18808-Ljbffr Jobleads-US$115k - $190k
The Vice President, Client Engagement Analytics within Wealth Management is responsible for... ...analytics strategy that enables data-driven decisions for the Financial Planning team within Morgan Stanley’s... ...results.The ideal candidate brings an AI- and automation-first mindset —...SuggestedTemporary work- ...Drive the future of data-driven decision making—join us to... .... As a Marketing Analytics Specialist on the Private Client Data & Analytics team, you... ...test design and modeling, financial assessments, forecasting,... ...centers, a retirement savings plan, backup childcare, tuition...Suggested
$191.5k - $277.6k
..., we’re advancing AI to move from insight... ..., helping our clients navigate uncertainty... ...data engineering, analytics engineering, platform... ..., and data-driven People solutions at... ...talent, learning, engagement, compensation, and... ...time off, a 401(k) plan with employee and...SuggestedFull time$221.6k - $377.2k
...Summary The VP, Data & AI, Commercial Analytics , drives the design... ...data, modeled for financial impact, and enabled... ...architecture, promotional planning, trade... ....) Stakeholder Engagement & Change Leadership... ...enterprise adoption of data-driven pricing, promotion,...SuggestedFull timeLocal area$255k - $320k
...health, create financial security, and achieve... ...robust, API driven and event... ...commerce, stores, and client services.You’re... ...ready for AI/ML, enforcing data... ...data, analytics, and integration... ...channel customer engagement.Advance enterprise... ...lifecycle from planning and design through...SuggestedFull timeCasual workShift work- ...in New York, NY seeks a Vice President, Analytics (Retail Media) to lead the analytics function... ...data into action for Fortune 500 clients. You’ll own modeling, forecasting, data... ...initiatives, guiding a team toward rigorous, data-driven decision-making across campaigns and...
- ...You will translate complex client needs into measurable outcomes... ...and drive execution with data-driven insights across the payments franchise... .... Join a world-leading financial institution offering a... ...package and opportunities to shape AI-enabled payments globally. #J...
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- ...JPMorganChase, a leading global financial institution, seeks a Vice President, Product... ...and value realization for Fusion's data, analytics, and AI platform within the Fusion Customer Success... ...business, product, engineering, and client teams to guide platform adoption and...
- ...President Product Owner for the Wealth Plan Planning Engine to guide AI-enabled planning work and lead cross-... ...are improved through data-driven insights. You will collaborate with... ...accelerate evolution of planning features for clients and advisors. #J-18808-Ljbffr...
$250k - $300k
...the strategy, planning, delivery, and... ...technology, data, and AI. The role... ...holistically engages key business leaders... ...an outcome-driven technology plan... ..., operations, financial management, vendor... ...digital, data, analytics, and AI-enabled... ...to meet our clients' and employees'...For contractorsLocal area3 days per week- Epsilon is seeking a Vice President of Analytic Consulting to define and drive the strategic... ...partner with executives to shape data-driven insights, manage talent and budget, and advance analytic methodologies across client engagements, ensuring measurable outcomes and high...
$165k - $180k
...incredible reach with unrivaled engagement, making cinema a... ...with the movies, client solutions, and having fun... ..., Strategic Insights & Analytics plays a critical role in... ...measurement strategies, data-driven narratives, and... ...~401(k) Retirement Plan ~ Life & Accidental...Full timeTemporary workFor contractorsWork at officeRelocation packageFlexible hours- ...VaynerMedia, a global creative and media agency, is seeking a VP of Data & Analytics in a hybrid role. You will lead analytical strategy, build... ...in modeling, forecasting, and data management. Expect a data-driven environment with cross-functional collaboration. #J-18808-...
- Influential is seeking a VP of Strategy & Analytics to lead a high-performance team delivering strategy... ...requires transforming data into strategic plans and influencing senior stakeholders... ...record of driving growth through data-driven strategies. #J-18808-Ljbffr Publicis...
$240k - $275k
...salary, annual bonus plan, and RSU'sLocation... ...to EXL offices and client sites as needed for... ...EXL's Data, Analytics, AI, and Operations capabilities... ..., relationship-driven role focused on executive engagement, opportunity creation... ...consulting, financial services consulting...Remote work- ...collaborative, data‑driven team that is... ...and optimize client experiences across... ...President, Web Analytics & Data in the... ...and scale AI‑powered web data... ...digital conversion, engagement and user... ...Experience in financial services or another... ...retirement savings plan, backup...
$200k - $225k
...VP, Head Of Policy & Data Operations... ...ensures that client-defined... ...of policy-driven insights that... ...establish mitigation plans and... ...Economics, Data Analytics, Business, Information... ...or a related financial services... ..., engaging, and inclusive... ...intelligence (AI)-based tools,...Local areaRemote work- ...advise the Commercial and Investment Bank on data, analytics, and AI products. You will negotiate client agreements, provide strategic legal guidance, and... ...environment. The role requires experience in technology and financial services, with strong drafting, negotiation, and...
- ...The Director / VP, Insights to... ...for both the analytical quality and... ...and managing client relationships... ...concurrent client engagements Contribute... ...account planning Analytical Frameworks... ..., hypothesis-driven analysis... ..., and financial program utilization... ...with generative AI applications...
$120k - $217.5k
...a team leader to lead AI Security and Data Protection... ...executive leadership, clients, auditors, and... ...organization to adopt AI and data-driven capabilities securely... ..., and stakeholder engagement. • Establish enterprise... ...operating rhythm, resource planning, budget priorities, and...Full timeTemporary workFlexible hoursShift work$180k - $200k
...providers, leveraging analytics and measurement to... ...spending. The VP, Director is responsible... ...Assess client's needs and develop... ...beyond measurement plans and learning agendas... ...management of data driven, analytic solutions... ..., entertainment, financial services, energy,...Local area$168.15k - $269.22k
...the business of our clients better today than... ...— Strategy & Analytics, Content & Experiences... ...We are seeking a VP, Analytics. This role... ...Strategic Planning, and other cross-functional... ...work and insight-driven storytelling.... ...personality to effectively engage and influence...Temporary workWork experience placementFreelanceWork at officeLocal areaWorldwideFlexible hours- ...Product Owner for the Wealth Plan Planning Engine team. This... ...strategies to integrate AI technologies into financial planning, ensuring efficient... ...product delivery, and improving client outcomes. The ideal... ...management and improve client engagement. #J-18808-Ljbffr JPMorgan...
$110k - $190k
...objectives and demonstrating its value add to Morgan Stanley. This individual will manage a team that is responsible for engagement with clients and financial advisors on cybersecurity and fraud-related matters. They will also support WM’s Chief Data Officer with a wide...Full timeTemporary workWork at office$175k - $225k
...Vice President SMB Card AI Product Strategy Location... ..., and deployment of AI-driven solutions to enhance customer engagement and operational... ...their application in the financial services industry. Qualifications... ...learning, and data analytics. Experience in the...Full timeContract work- ...company serving health plans and health services... ...President, Performance & Analytics to own the end-to-end... ...interpretation of our engagement and activation programs... ...business guidance for clients and internal... ...in high-stakes, data-driven discussions Required...Full timeShift work
$230k - $300k
...quantum computer in the AI Data Centre in New... ...Lead OQC’s Client Solutions function... ...relationships across financial services, security... ..., headcount planning, coaching, performance... ...Protect customer-driven innovation. Own intellectual... ...across customer engagements, ensuring valuable...- ...investments, 529 plans, managed account... ...comprehensive fee-based financial planning—through... ..., surveillance analytics, data and AI-enabled... ...practitioners who engage daily with the most... ...producers and complex client situations.• Lead... ...or AI/analytics-driven monitoring programs...Local areaHome office
$180k - $195k
...Vice President, Health Plan Market Leader, Client Success is the lead... ..., operational, financial, and member experience... ...performance, and partner engagement.Develop and... ...leaders; translate data-driven financial, clinical,... ...Product, Operations, Analytics, Legal, Compliance,...Full timeSummer workWork at officeRemote workFlexible hours3 days per week
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