Advisor Legacy Transition & Retention Lead

711 MS Smith Barney, LLC; New York (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. The role blends strategic problem-solving with data-driven insights and cross-functional execution to deliver measurable business outcomes.

The candidate will partner with field managers, Financial Advisors and corporate partners to provide insights and recommendations for a retiring Advisor’s book of business, ensuring a

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 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

Wealth management experience

Communication skills

Team collaboration

Prioritization

AI platform familiarity

Problem solving

Proactive mindset

Education

Bachelor's degree

Tools

MS Office (PowerPoint, Excel, Word)

Co-Pilot

AI prompts

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. The role blends strategic problem-solving with data-driven insights and cross-functional execution to deliver measurable business outcomes.

The candidate will partner with field managers, Financial Advisors and corporate partners to provide insights and recommendations for a retiring Advisor’s book of business, ensuring a