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 distribution strategy across Mutual Funds, Separately Managed Accounts, Specialty Solutions, and Exchange-Traded Funds by uncovering sales opportunities through rigorous advisor behavior and trend analysis. Proactively use AI to translate complex data into clear, actionable insights for leadership and sales teams, connecting data directly to advisor behavior and product demand. Partner with Sales and Senior Leadership to identify and advance tactical distribution priorities using data-driven storytelling. This role sits at the intersection of data and sales execution for MSIM's US Intermediary business, directly influencing advisor targeting, campaign effectiveness, and distribution outcomes to enable growth strategy.
Required Qualifications
- Bachelor's degree
- 3 - 5 years of experience supporting asset management or financial services distribution
- Knowledge of investment products, including Mutual Funds, Separately Managed Accounts, ETFs, Alternative Investments, and other specialty solutions
- 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
- Experience 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
- Experience with CRM systems is preferred (SalesForce)
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