E*TRADE from Morgan Stanley · 1 month ago
Client Engagement Analytics, Vice President
Jersey City, New Jersey, United States of America
Full-time
Onsite
Mid, Senior Level
$110K/yr - $190K/yr
5+ years expE*TRADE from Morgan Stanley is seeking a Vice President for their Client Engagement Analytics team within the Wealth Management Analytics & Data group. The role focuses on providing analytics, insights, and business intelligence to enhance client engagement and support marketing strategies, requiring collaboration with various teams and a hands-on approach to data analysis.
BankingFinanceFinancial Services
Responsibilities
Support Client Engagement Analytics team reporting, insights generation, maintenance on Client incentives/promotions analytics and marketing campaigns. Focus areas will be performance measurement through KPI reporting, analytical deep dives, client profile analysis, customer segmentation, and ad-hoc strategic requests
Present findings to key stakeholders with visualizations, clear message, and logical rationale, demonstrating data storytelling skills as well as ability to anticipate questions from senior audiences
Build capabilities in analytics and data visualization across areas to inform business strategies; leverage AI and expertise on automation across disparate data sources/formats to create and maintain new and innovative datasets and solutions while continuing to streamline existing processes to improve efficiency
Partner with Data Strategy, Infrastructure, and Tech teams to drive continuous improvement in processes and platforms, while establishing self as the SME that they seek input from on new initiatives
Qualification
Required
Bachelor's degree in science/engineering/mathematics/statistics
A minimum of 5 years of experience in Data & Analytics, preferably in the financial services industry
Strong proficiency in SQL, Python and expertise in hands-on data analytics and providing insights
Extensive experience with business intelligence including reporting and process automation, data visualization tools (Tableau)
Strong technical skills & proficiency in data analysis and with ability to manipulate large datasets
Proficiency with Microsoft Office tools (Excel, PowerPoint)
Keen focus on accuracy and analytical rigor, attention to detail, strong sense of ownership
Track record of working independently and solving problems creatively
Excellent oral and written communication skills, including the ability to present complex information clearly
Ability to work in a collaborative, transparent style within the team and with cross-functional stakeholders
Preferred
Master's degree in science (M.S.), MBA or other advanced degree preferred
Familiarity with applications like Dataiku, Snowflake, Hue (Hadoop), Salesforce, and Tableau is a plus
2+ years in a client-facing position preferred
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
H1B Sponsorship
E*TRADE from Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (3)
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Director and Customer Marketing
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase