Channel Data and AI Implementation Senior Associate

• Build deep expertise in the US Intermediary business, maintaining continuous engagement across sales, marketing, operations, and IT to stay current on business objectives, market dynamics, product developments, and evolving data capabilities.
• Leverage intermediary sales feedback to refine data sets and advance AI-enabled solutions

• Bachelor’s degree or equivalent preferred 3 - 5 years of experience supporting asset management or financial services distribution, ideally within US Intermediary, wealth management, or advisor-focused sales channels.
• Ability to think and communicate like a distribution professional—connecting insights directly to how intermediary sales teams prioritize, position products, and drive growth.
• Knowledge of investment products, including Mutual Funds, Separately Managed Accounts, ETFs, Alternative Investments, and other specialty solutions.
• Required: Practical, hands-on experience using AI tools (e.g., Copilot, ChatGPT, Claude) to drive productivity, enhance analytical output, and deliver business impact
• Excellent presentation and communication skills, with the ability to translate complex insights into clear, actionable messaging for stakeholders across all levels, including intermediary sales teams
• Proficiency in standard analytical and reporting tools: including Excel and PowerPoint, with experience leveraging data visualization and reporting platforms (e.g., Tableau, Power BI, SQL, or similar) to produce executive-ready insights.
• Experience with CRM systems is preferred (SalesForce)
• Demonstrated experience operating at a Senior Associate level, with the ability to independently own analyses, manage deliverables end-to-end, and provide informed recommendations to managers and senior stakeholders.
• Strong analytical and quantitative expertise, with experience interpreting large, complex sales and market data sets to uncover trends, opportunities, and actionable insights.
• Proven ability to communicate effectively across levels, from sales partners to senior management.

in telling compelling stories with data, translating month-over-month changes, performance trends, and advisor behavior into clear, executive-ready narratives.

• Proactive, solution-oriented approach, with the confidence to identify gaps, recommend improvements, and influence outcomes through data-driven insights.
• Collaborative mindset and cross-functional fluency, enabling effective partnership with Sales, Marketing, Operations, IT, and Data Reporting teams.

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 $95,000 and $115,000 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 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 .