Position Details

Salary $190K – $190K USD / year

Type Not Specified

Experience executive

Exp. Years 6+ years

Education Not Specified

Category Data & Analytics

About this role

Analytics and Data (EquityZen), VP at Morgan Stanley; lead data analytics, GTM analytics tech stack, data governance, and forecasting to support Wealth Management and Firmwide Marketing.

Key Responsibilities

Design and drive high-impact strategic analysis and insights across the company
Architect, govern, and own the GTM and business analytics tech stack
Mentor junior team members
Establish data governance standards
Lead cross-functional initiatives to scale strategies

Technical Overview

Proficient in SQL, Tableau, Looker, Snowflake, Databricks; manages data pipelines (ETL/ELT) and cloud data warehousing; leverages CRM/marketing tools for data-driven decision making.

Ideal Candidate

An executive-level data leader with 6+ years building analytics platforms; expert in SQL and BI tools (Tableau/Looker), data governance, and cloud data warehousing; capable of scaling GTM analytics and partnering with Sales, Marketing, Operations, and Compliance.

Must-Have Skills

6+ years of progressive work experience in Business OperationsAnalytics & DataSales/GTM Operationsor a highly analytical/technical fieldDemonstrated people leadership or management experienceExpert proficiency in SQL (or similar languages) and deep experience with BI tools (e.g.TableauLooker)Advanced system ownershipincluding admin-level or architect-level proficiency with core GTM platformsHands-on experience building and managing data pipelines (ETL/ELT) and cloud data warehousing (e.g.SnowflakeDatabricks)

Nice-to-Have Skills

Experience in strategic financeincluding financial planning and forecastingDeep knowledge of the venture capital and larger financial services industryparticularly within private marketsAbility to translate high-level goals into actionable projects across SalesMarketingOperationsLegal/ComplianceTechnology and Product

Tools & Platforms

SalesforceSalesloftHubSpotTableauSQLMixPanelETL toolsSnowflakeDatabricks

Required Skills

SQLTableauLookerSnowflakeDatabricksETL/ELTMixPanelSalesforceSalesloftHubSpotdata governancedata warehousing

Hard Skills

SQLTableauLookerSnowflakeDatabricksETL/ELTMixPanelSalesforceSalesloftHubSpot

Soft Skills

LeadershipMentoringCollaborationCommunicationStrategic thinking

Industry & Role

Industry Banking

Job Function Lead analytics and data strategy for EquityZen within Morgan Stanley, focusing on GTM optimization and data-driven decision making.

Role Subtype Data & Analytics

Tech Domains SQL / PostgreSQL, Tableau, Looker, Snowflake, Databricks, Salesforce, Salesloft, HubSpot, ETL / ELT

Keywords for Your Resume

vice presidentanalyticsdataequityzenprivate marketssqltableaulookersnowflakedatabricksetletl/eltmixpanelsalesforcesaleslofthubspotdata warehousingdata governancego-to-marketwealth managementSQLTableauLookerSnowflakeDatabricksETL/ELTSalesforceSalesloftHubSpotGo-to-market analytics

Deal Breakers

Lack of 6+ years analytics/data experience, No SQL/BI proficiency, No leadership experience

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Analytics and Data (EquityZen), Vice President

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