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Director, Analytics & Segmentation (Investment Management)

Morgan Stanley
White Plains, NY Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 5/19/2025

Director, Analytics & Segmentation (Investment Management)Apply locations : 1585 Broadway- NYTime type : Full timePosted on : Posted 10 Days AgoJob requisition id : PT-JR000056Morgan 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 41 countries. As a market leader, the talent and principles of our people is critical to our success. Together, we share a common set of values : do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion and give back. Morgan Stanley can provide a superior platform for building a professional career - a place for people to learn, to achieve, to grow.Job Description : We are looking for a Director, Analytics & Segmentation to support our Morgan Stanley Investment Management (MSIM) Analytics team. The ideal candidate will have a strong background in both qualitative and quantitative analysis, with a focus on utilizing relevant datasets to create audience segmentation and the strategies through which we use them for marketing and sales purposes to distribute our brand and business messaging. This individual will play a critical role in developing data-led insights which advance our marketing strategies.Responsibilities : Develop and execute data-driven audience segmentation strategies utilizing 1st party business data in an effort to optimize client targeting in various Marketing and Sales channels (paid media, CRM, sales tactics, etc.)Analyze segmentation trends tied to business trends and fund distribution - assess which segments are likely to engage with or convert on appropriate products, funds or messagesManage 1st party data use case approvals (in partnership with Risk) to ensure proper management and utilization of PII for segmentation purposesInform wider Marketing strategies based on audience data - deliver insights and trends to Marketing partners and leadership that inform messaging and channel strategiesEstablish a measurement framework for audience-led strategies to understand effect on lead generation and create optimization pipelinesDevelop and / or manage the process through which leads captured (through efforts such as CRM) are securely processed and handed off to the Investment Management Sales teams for further lead engagementAssess new relationships with internal and external parties which present an opportunity to uplift our segmentation datasets (new data sources or partners)Partner with Analytics colleagues on the 1st party data management process required for paid media activation (LiveRamp ingestion and anonymization)Conduct both qualitative and quantitative analysis to inform and enhance marketing and sales strategiesLead and manage advanced analytics projects, including machine learning, predictive analytics, and data modeling, to derive insights and support marketing decisionsOversight of MSIM Marketing dashboards and data ingestion to fuel the dashboardsWork closely with internal stakeholders, including marketing, sales, technology, and senior leadership, to ensure alignment with business goals and to communicate actionable insightsManage analytics tasks associated with Morgan Stanley Investment Management marketing efforts, spanning web, CRM, paid media, etc.; help guide the strategy for MSIM Marketing analytics overall to ensure impact can be qualified and correlated to business growth activityContribute to the measurement framework for MSIM marketing activities and help translate business objectives into tangible marketing KPIs for various channelsMinimum Qualifications : 5-8 years of relevant experience in data & analytics role; financial services category experience is a plus, particularly in the asset management spaceProficiency in Salesforce, Excel, SQL, and Tableau to manage, analyze, and visualize data to drive decision-makingDemonstrated ability to lead and manage analytics projects, providing strategic direction and ensuring the successful implementation of initiativesExperience in implementing data-driven marketing strategies, including lead passing and segmentationExceptional presentation skills, with the ability to translate complex data and insights into clear, actionable recommendations for diverse audiences, including senior executivesCollaborative team player who can partner with Firmwide Marketing Analytics team and develop strong relationships for cross-Firm consistency and utilization of best practicesHighly analytical with ability to receive raw data and transform it into strategic, actionable insights for broader audiences with a range of backgrounds or seniorityExtreme focus on accuracy and organization to facilitate ongoing data validation and excellence in analytics operationsResourceful; able to exercise good judgment and come to creative solutions independentlyConstant desire to learn and uncover trends in a rapidly changing industry, knowledge of competitive and industry trendsWHAT YOU CAN EXPECT FROM MORGAN STANLEY : We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action : morganstanley.com / diversity. 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.We're committed to bringing passion and customer focus to the business.Expected base pay rates for the role will be between $90,000 and $145,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).#J-18808-Ljbffr

Salary : $90,000 - $145,000

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