Channel Data and AI Implementation Senior Associate
$95,000–$95,000 year
On-siteBoston, Massachusetts, United States
Job Summary
Synthesize industry, market, and product data from internal and third-party sources to deliver forward-looking analysis that empowers US Intermediary sales teams. Lead high-impact analytical initiatives supporting MSIM's distribution strategy across Mutual Funds, Separately Managed Accounts, Specialty Solutions, Alternative Investments, and Exchange-Traded Funds. Uncover and articulate sales opportunities by analyzing advisor behavior and trends, using AI to translate complex data into clear, actionable insights for leadership. Partner with Sales and Senior Leadership to identify tactical distribution priorities and refine data sets based on intermediary feedback. This role directly influences advisor targeting, campaign effectiveness, and distribution outcomes within MSIM's US Intermediary business.
Required Qualifications
- Bachelor's degree
- 3 - 5 years of experience supporting asset management or financial services distribution
- Ideally within US Intermediary, wealth management, or advisor-focused sales channels
- 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
- 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
- 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
Desired Qualifications
- Knowledge of investment products, including Mutual Funds, Separately Managed Accounts, ETFs, Alternative Investments, and other specialty solutions
- Experience with CRM systems is preferred (SalesForce)
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.