Analytics, Executive Storytelling & Automation, Client Segments, Director, Wealth Managment

Why We're Hiring (Purpose of the Role) We're building a high-performing offshore capability to support a U.S.-based Wealth Management E*TRADE Cross Channel & Client Experience team's Business Development and as well as providing some tracking support for client events. In this role, you'll own recurring analytics and executive-ready deliverables-and help modernize how we produce them by streamlining manual work through thoughtful automation. Your work will help leaders make decisions faster, communicate clearly with the field, and track progress on high-visibility initiatives. Role Overview You'll partner day-to-day with onshore stakeholders to turn data into insights and insights into polished materials for both senior leadership and field audiences (e.g., Financial Advisors and regional leaders). This is a hands-on role for someone who enjoys working with messy data, building clean narratives, and delivering high-quality outputs on deadline. You'll also look for opportunities to automate repeatable workflows (within firm-approved tools and governance) to improve speed, consistency, and control. Example Deliverables (What This Person Will Produce) > Build weekly/monthly KPI scorecards and performance summaries for Business Development and field leadership > Create and maintain Excel-based trackers/models (with clear definitions and controls) that feed recurring reporting > Develop executive-ready PowerPoint updates with clear key messages, clean exhibits, and supporting back-up > Track strategic initiatives and produce readouts (e.g., pilot performance, adoption metrics, progress vs. milestones) > Run ad-hoc deep dives to answer leadership questions (e.g., drivers, variances, segment/region views) > Improve processes by automating repeatable steps in reporting and deck refreshes Key Responsibilities A. Core Responsibilities (Rotational Analyst Scope) > Own recurring deliverables (daily/weekly/monthly), including data pulls, quality checks, reconciliations, and distribution to stakeholders. > Maintain and improve core trackers and analytical models (primarily Excel; SQL/Python where applicable). > Analyze trends and drivers to surface insights, risks, and opportunities-not just report numbers. > Create and refresh PowerPoint materials for business updates, KPI scorecards, pipeline/coverage views, and deep-dive analyses, market level data, etc. > Build field-facing materials for Financial Advisors and regional leaders that are practical, action-oriented, and easy to use. > Deliver executive-ready materials for senior leaders with crisp storylines, accurate exhibits, and traceable back-up. > Partner closely with onshore teammates to intake requests, clarify objectives, manage priorities, and communicate progress and risks proactively. > Support ad-hoc analyses and time-sensitive leadership requests, including rapid-turn deep dives and presentation support. > Own process documentation (runbooks, SOPs), version control, and backup coverage to ensure repeatability, resiliency, and auditability. > Maintain a strong control mindset and comply with firm policies related to data handling, confidentiality, and records retention. B. Strategic Storytelling & Executive Communication > Translate complex analyses into clear, top-down storylines with a defined objective, audience, key messages, and recommendations. > Draft and refine executive decks for senior leadership and internal forums, emphasizing message-led titles, logical flow, and visual clarity. > Ensure exhibits are accurate, well-labeled, consistently defined, and traceable back to source data. > Incorporate feedback efficiently from senior stakeholders and deliver polished final materials under tight timelines. C. AI, Automation & Workflow Modernization > Identify repetitive, rules-based steps in existing deliverables (e.g., report assembly, data checks, commentary drafting, deck refreshes) that are suitable for automation. > Design and implement l Qualifications Required > Bachelor's degree in Finance, Economics, Business, Engineering, Computer Science, or a related quantitative field. > AVP: 6 -10 years of relevant experience with ownership of deliverables. > Strong analytical skills and comfort working with large, messy datasets. > Advanced Excel skills and strong PowerPoint capabilities, including executive-level deck creation. > Demonstrated ability to synthesize data into clear, executive-ready narratives and recommendations. > Working knowledge of SQL and/or Python for data extraction, analysis, or automation. > Excellent written and verbal communication skills; ability to partner effectively with onshore stakeholders. > High attention to detail, strong judgment, and comfort operating in a controlled, regulated environment. Preferred > Experience building or supporting AI tools, automations, or workflow enhancements. > Familiarity with Power Query, Power Automate, or similar automation tools. > Prior experience in financial services, consulting, or strategy/analytics roles. > Comfort working across time zones and managing multiple concurrent priorities. What Success Looks Like (First 90-180 Days) > Core reporting and analytical deliverables are executed accurately, on time, and with minimal rework. > Stakeholders rely on this role for both analysis and high-quality presentation materials. > At least 2-3 recurring workflows are meaningfully automated or accelerated using AI or automation. > Executive and field-facing decks consistently meet a high bar for clarity, structure, and insight. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.