Advisor Legacy Program Execution Lead, AVP / VP

Morgan-Stanley; Town of Islip (NY); On-site; USD 90,000 - 190,000; Full time

Job summary

Morgan Stanley in the United States is seeking an ALP Execution Lead to drive strategies that strengthen client and advisor retention when assets are transitioned during retirement under the Firm’s Advisor Legacy Program. You will partner with field managers, Financial Advisors and corporate partners to deliver executive-ready insights and recommendations.

The role blends strategic problem-solving, data-driven analysis, and cross-functional execution to model economic impact, lead book reviews,

Qualifications

• 5+ years in Wealth Management or related financial services.
• Bachelor’s degree required.
• Strong written and verbal communication; executive-ready narratives.
• Proficiency in MS Office; comfortable with AI platforms.
• Ability to manage multiple priorities and deliver high-quality results.

Responsibilities

• Interface with Managers and Advisors to model economic impact during retirement.
• Support all phases of Advisor Retirement lifecycle.
• Lead book review process to ensure client retention during retirement.
• Provide training to Field managers and Advisors on best practices.
• Develop executive-ready reporting and analytics for Senior Leadership.
• Build relationships with corporate partners to implement strategic retirement initiatives.
• Develop AI agents/automation to enhance operational efficiencies.

Skills

Wealth Management

Executive communication

Cross-functional teamwork

Attention to detail

Prioritization

Education

Bachelor’s degree

Tools

MS Office

Co-Pilot

Job description

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.Job DescriptionThe Advisor Legacy Program (ALP) Administration & Execution Team is seeking an ALP Execution Lead to help drive strategies that strengthen client and Advisor retention when assets are transitioned during retirement under the Firm’s Advisor Legacy Program. The role reports directly to the Team Manager. This role blends strategic problem-solving, data-driven insights, and cross-functional execution to deliver measurable business outcomes in accordance with Firm policy. You’ll partner with field managers, Financial Advisors and corporate partners, to provide insights and recommendations for a retiring Advisor’s book of business to help transition and retain clients when Advisors retire under the Firm’s Advisor Legacy Program.Position ResponsibilitiesInterface with Managers and Advisors to help them understand and model the economic impact to all Advisors when a partnering Advisor retiresSupport all phases of the Advisor Retirement lifecycle, inclusive of execution of the Firm’s Advisor Legacy Program policySchedule and facilitate meetings with the retiring Advisor and Manager to drive alignment and timely decisioningLead an Advisor’s book review process to ensure clients and economic impact (joint production number equity splits and multipliers) for the retirement period are agreed upon by all partnersProvide training to Field managers and Advisors on best practices to ensure and improve client and Advisor retention during Advisor retirementsWork with Legal, Risk, Compliance and HR to reduce risk when Advisors are considering retirementServe as a strategic partner to Senior Leadership, delivering executive-ready reporting & analytics and visualization (daily, monthly, quarterly)Build relationships with corporate partners to develop and implement strategic initiatives in the retirement processDevelop AI Agents/automation to enhance operational efficiencies and accelerate resultsTranslate data into recommendations and action plans, identifying trends and delivering initiatives with quality, accuracy, and timelinessOpportunity for people managementQualifications5+ years of Wealth Management and/or relevant financial services experienceBachelor’s degree requiredStrong written and verbal communication skills; able to produce clear, executive-ready narratives and recommendationsProficiency in MS Office (PowerPoint, Excel, Word, Co-Pilot)Comfort with AI platforms, prompting and basic usageProactive and collaborative teammate, comfortable in a fast-paced environmentAbility to manage multiple priorities, align stakeholders, and deliver high-quality results with strong attention to detailWHAT 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 that’s differentiated – and we’ve 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 - 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.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Expected base pay rates for the role will be between $90,000 and $190,000 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.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .