Legacy Advisor Program Lead - Retention & Insights

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

Job summary

Morgan Stanley in New York 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, data-driven insights, and cross-functional execution, partnering with field managers, Financial Advisors and corporate partners to optimize the retiring Advisor’s book of business and maintain client relationships.

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 executive-ready narratives.

Responsibilities

• Interface with Managers and Advisors to model economic impact when a partnering Advisor retires
• Support all phases of the Advisor Retirement lifecycle under the Firm’s Advisor Legacy Program policy
• Schedule and facilitate meetings with retiring Advisors and Managers
• Lead an Advisor’s book review process to agree on client and economic impact
• Provide training to Field managers and Advisors on best practices to retain clients
• Work with Legal, Risk, Compliance and HR to reduce retirement risk
• Deliver executive-ready reporting & analytics and visualization
• Develop strategic initiatives in the retirement process
• Develop AI Agents/automation to enhance operational efficiencies
• Translate data into recommendations and action plans
• Opportunity for people management

Skills

Wealth Management experience

Executive communication

Cross-functional collaboration

Attention to detail

Proactive problem-solving

Education

Bachelor's degree

Tools

MS Office

PowerPoint

Excel

Word

Co-Pilot

Job description

Morgan Stanley in New York 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, data-driven insights, and cross-functional execution, partnering with field managers, Financial Advisors and corporate partners to optimize the retiring Advisor’s book of business and maintain client relationships.