Advisor Legacy Program Lead: Transitions & Retention

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

Job summary

Morgan Stanley is seeking an ALP Execution Lead to drive strategies that strengthen client and Advisor retention during retirement transitions under the Advisor Legacy Program. You will partner with field managers, Financial Advisors, and corporate partners to deliver recommendations for retiring Advisors’ books of business to retain clients.

The role blends strategic problem-solving, data-driven insights, and cross-functional execution with opportunities for leadership and advancing strategic

Qualifications

• 5+ years of Wealth Management and/or relevant financial services experience.
• Bachelor’s degree required.
• Strong written and verbal communication skills; able to produce clear, executive-ready narratives and recommendations
• Proficiency in MS Office (PowerPoint, Excel, Word, Co-Pilot)
• Comfort with AI platforms, prompting and basic usage
• Proactive and collaborative teammate, comfortable in a fast-paced environment
• Ability to manage multiple priorities, align stakeholders, and deliver high-quality results with strong attention to detail

Responsibilities

• Interface with Managers and Advisors to help them understand and model the economic impact to all Advisors when a partnering Advisor retires
• Support all phases of the Advisor Retirement lifecycle, inclusive of execution of the Firm’s Advisor Legacy Program policy
• Schedule and facilitate meetings with the retiring Advisor and Manager to drive alignment and timely decisioning
• Lead 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 partners
• Provide training to Field managers and Advisors on best practices to ensure and improve client and Advisor retention during Advisor retirements
• Work with Legal, Risk, Compliance and HR to reduce risk when Advisors are considering retirement
• Serve 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 process
• Develop AI Agents/automation to enhance operational efficiencies and accelerate results
• Translate data into recommendations and action plans, identifying trends and delivering initiatives with quality, accuracy, and timeliness
• Opportunity for people management

Skills

Communication

MS Office

AI platforms

Cross-functional collaboration

Prioritization

Education

Bachelor's degree

Tools

PowerPoint

Excel

Word

Co-Pilot

Job description

Morgan Stanley is seeking an ALP Execution Lead to drive strategies that strengthen client and Advisor retention during retirement transitions under the Advisor Legacy Program. You will partner with field managers, Financial Advisors, and corporate partners to deliver recommendations for retiring Advisors’ books of business to retain clients.

The role blends strategic problem-solving, data-driven insights, and cross-functional execution with opportunities for leadership and advancing strategic