WM Client & Account Data Platform Manager, ED

The Head of Client and Account Data in Wealth Management is responsible for defining and driving the strategy, governance, and business oversight of client and account data. This role ensures data accuracy, accessibility, and security to support business objectives, regulatory compliance, and an enhanced client experience. Reporting into the business and product organization, this leader will collaborate closely with technology teams responsible for data infrastructure and systems to ensure alignment between business needs and technology capabilities.

Responsibilities

Data Strategy & Governance:

• Develop and implement a comprehensive business strategy for client and account data, ensuring alignment with wealth management goals and product initiatives.
• Define and enforce data governance policies, data quality standards, and data stewardship processes in collaboration with technology and risk teams.
• Partner with business, compliance, risk, and technology stakeholders to optimize data management frameworks and improve data-driven decision-making.
  
  

Data Management & Operations

• Oversee business-side data management, ensuring consistency, accuracy, and completeness of client and account data across platforms.
• Collaborate with technology teams to enhance data accessibility and usability for advisors, clients, and operational teams.
• Identify opportunities to streamline and enhance client and account data flows to improve operational efficiency and client experience.
  
  

Regulatory Compliance & Risk Management

• Ensure business alignment with data privacy regulations (e.g., GDPR, CCPA) and financial industry requirements (e.g., SEC, FINRA).
• Partner with compliance and technology teams to mitigate data-related risks and implement appropriate security measures.
• Lead data audits, reconciliations, and remediation efforts from a business perspective, ensuring adherence to internal and external regulatory requirements.
  
  

Technology & Innovation Partnership

• Work closely with technology teams responsible for data platforms, providing business requirements and strategic direction for enhancements.
• Advocate for data-driven innovation, leveraging AI, automation, and advanced analytics to drive insights and improve wealth management solutions.
• Collaborate on the development and implementation of data architecture improvements, ensuring they align with business needs.
  
  

Stakeholder Engagement & Leadership

• Serve as the key business owner for client and account data, representing data priorities in senior leadership discussions.
• Lead a team focused on data strategy, governance, and insights, fostering a data-driven culture within the wealth management business.
• Work cross-functionally with product, sales, marketing, operations, and technology teams to maximize the value of client and account data.
  
  

Experience

• Bachelor’s or Master’s degree in Business, Finance, Data Science, or a related field.
• 10 years of experience in wealth management, data strategy, or business-driven data management.
• Strong understanding of wealth management business models, client segmentation, and account structures.
• Experience leading data governance, regulatory compliance, and data-driven decision-making.
• Ability to partner effectively with technology teams on data architecture, analytics, and system enhancements.
• Excellent leadership, communication, and stakeholder management skills.
  
  

Preferred Skills

• Experience working with data analytics tools (e.g., SQL, Tableau, Power BI) and CRM platforms (e.g., Salesforce).
• Knowledge of emerging technologies such as AI, machine learning, and cloud-based data solutions.
• Strong analytical mindset with the ability to translate complex data issues into business strategies.
  
  

What 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.

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).