Channel Data and AI Implementation Senior Associate

Morgan Stanley Investment Management (MSIM) together with its investment advisory affiliates operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31 2026. MSIM strives to provide outstanding long-term investment performance service and a comprehensive suite of investment management solutions to a diverse client base which includes governments institutions corporations and individuals worldwide.

The Sales Data Senior Associate role sits at the intersection of data and sales execution for MSIMs US Intermediary business. By turning sales data into actionable insight the Sales Data Senior Associate helps leadership and the sales teams understandwhat is changing why it matters and where to focus next. The work directly influences advisor targeting campaign effectiveness and distribution outcomes making this role a critical enabler of MSIMs growth strategy.

Primary Responsibilities:

Data Analysis & Insight Generation

• Transform data into insight and action by synthesizing industry market and product data from multiple internal and third-party sources to deliver forward-looking analysis that empowers US Intermediary sales teams.
• Lead high-impact analytical initiatives supporting MSIMs distribution strategy across Mutual Funds Separately Managed Accounts Specialty Solutions Alternative Investments and Exchange-Traded Funds
• Uncover and articulate sales opportunities through rigorous analysis clear presentation of alternatives and well-supported recommendations that translate complexity into clarity.
• Identify and target growth opportunities by analyzing advisor behavior and sales trends with a particular focus on MSIMs highest priority advisor and firm prospects

Partnership & Influence

• Partner closely with Sales and Senior Leadership to identify shape and advance tactical distribution priorities using data-driven storytelling to influence decision-making.
• Proactively use AI to deliver insights and solutions by anticipating sales management needs and offering actionable ideas rooted in performance metrics trends and strategic objectives.
• Use AI to connect data to advisor behavior and product demand
• Translate complex data into clear actionable insights for intermediary sales teams and leadership.

Business Expertise & Cross-Functional Engagement

• 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

Qualifications

• Bachelors 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 professionalconnecting 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. Experience 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.

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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $95000 and $115000 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.

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