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 Description
The 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 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
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
WHAT 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…