Business Intelligence Data Scientist, Vice President

Business Intelligence Data Scientist, Vice President

Wealth Management Platforms
Purchase, NY

We are seeking a highly motivated Business Intelligence Data Scientist to support the Client, Account, and Financial data domains within Wealth Management. This role will be responsible for driving data intelligence, business insights, and analytical solutions that enable strategic decision-making across numerous large-scale enterprise initiatives.

The ideal candidate will combine strong analytical and technical expertise with business acumen to transform complex data into actionable insights. This individual will partner closely with business stakeholders, data management teams, technology organizations, and executive leadership to improve data quality, optimize reporting capabilities, and support data-driven transformation programs.

About Morgan Stanley

Morgan 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 43 countries.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

 Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

What you’ll do in the role:

Data Intelligence & Analytics

• Develop and deliver advanced analytical solutions, dashboards, KPIs, and reporting frameworks to support Wealth Management strategic initiatives.

• Analyze large and complex datasets across Client, Account, and Financial domains to identify trends, risks, opportunities, and business insights.

• Design and implement scalable business intelligence models and self-service reporting solutions.

• Translate business requirements into analytical use cases, metrics, and actionable recommendations.

Strategic Program Support

• Support enterprise-wide data transformation and modernization initiatives impacting Wealth Management platforms and processes.

• Partner with cross-functional teams to establish data-driven approaches for strategic programs, operational efficiency, and business growth.

• Provide analytical support for regulatory, operational, client experience, and financial reporting initiatives.

• Assist leadership with scenario analysis, forecasting, and performance measurement.

Data Management & Governance

• Collaborate with Data Governance, Data Engineering, and Technology teams to improve data quality, lineage, consistency, and usability.

• Identify data gaps, anomalies, and integrity issues while recommending remediation strategies.

• Contribute to data standards, metadata management, and master data initiatives across key domains.

• Support governance frameworks and controls to ensure compliance with enterprise data policies.

Visualization & Reporting

• Create executive-level dashboards and visualizations using BI tools to communicate insights effectively.

• Automate recurring reports and streamline analytical processes for increased operational efficiency.

• Present findings and recommendations to business stakeholders and senior leadership.

Collaboration & Stakeholder Engagement

• Serve as a trusted advisor to business partners across Wealth Management, Finance, Operations, Risk, and Technology.

• Facilitate workshops and working sessions to gather requirements and align analytical solutions with business objectives.

• Communicate complex analytical concepts clearly to both technical and non-technical audiences.

Skills Required:

• Bachelor’s degree in Data Science, Computer Science, Statistics, Mathematics, Finance, Information Systems, or related field.

• 5+ years of experience in Business Intelligence, Data Analytics, Data Science, or related analytical roles.

• Experience working with Client, Account, Financial, or Wealth Management data domains within financial services.

• Strong proficiency in SQL and experience querying large enterprise datasets.

• Experience with business intelligence and visualization tools such as Tableau, Power BI, or Qlik Sense.

• Experience with analytical and programming languages such as Python or R.

• Strong understanding of data modeling, data warehousing, and enterprise reporting concepts.

• Proven ability to synthesize complex data into actionable business insights.

• Excellent communication, presentation, and stakeholder management skills.

• Strong problem-solving and critical-thinking capabilities.

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.

Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualizedbasis 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 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.