Marketing Ops Lead, Client Segments, Vice President, Wealth Management

Vice President – Data & Campaign Strategy

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Role Summary

We are seeking a dynamic and experienced candidate for a role of Vice President – Data & Campaign Strategy to join our team in Mumbai. This role requires a seasoned professional with 9–10 years of experience in the core banking domain, combining strategic leadership with hands-on execution. The successful candidate will lead campaign development and email deployment teams while actively contributing to campaign planning, analytics and execution when necessary. The individual will also serve as a key liaison between offshore and onsite teams and work closely with business partners to ensure delivery excellence.

Key Responsibilities

• Provide strategic direction and day-to-day leadership to the campaign development and email deployment teams.
• Act as a bridge between offshore and onsite teams ensuring seamless communication, alignment on project goals, and timely delivery.
• Collaborate with business stakeholders to gather requirements and translate them into scalable data and campaign solutions.
• Oversee the end-to-end campaign lifecycle including planning, execution, monitoring, analysis, and optimization.
• Manage the use Adobe Experience Platform (AEP) for customer segmentation, journey activation and campaign personalization, ensuring the team executes effectively while providing strategic direction and guidance.
• Ensure adherence to data governance, documentation standards, and regulatory compliance throughout campaign activities.
• Apply project management best practices to lead cross-functional initiatives, ensuring timelines, quality, and stakeholder expectations are met.
• Maintain a primary focus on team leadership and strategic oversight but be prepared to roll up their sleeves and get hands-on when business needs require active involvement.
• Deliver executive-level reporting and insights derived from post-campaign analysis to drive continuous improvement and business impact.

Required Skills & Qualifications

• 9–10 years of professional experience in data analytics, campaign management, or marketing operations, preferably within the banking or financial services sector.
• Proven experience leading cross-functional teams and managing complex stakeholder relationships.
• Strong understanding of SQL, Dataiku, Adobe Experience Platform (AEP) and data workflow orchestration tools.
• Proficient in campaign analytics, performance reporting, and optimization methodologies.
• Experience working with offshore and onsite delivery models.
• Solid knowledge of Microsoft Excel and business reporting.
• Effective communication and interpersonal skills, with the ability to collaborate across departments and present to senior leadership.
• Demonstrated project management skills with a track record of delivering high-impact, data-driven initiatives.
• Bachelor's or Master's degree in Computer Science, Information Systems, Marketing Analytics, or a related field.

Preferred Qualifications

• Experience with Snowflake or other modern cloud-based data platforms.
• Practical knowledge of Adobe Experience Platform (AEP) for campaign targeting and activation.
• Familiarity with Python for data automation and analysis.
• Understanding of financial marketing regulations, data privacy, and compliance standards.

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.