Advisor Legacy Program Execution Lead, AVP / VP

Morgan Stanley

. Interface with Managers and Advisors to help them understand and model the economic impact when a partnering Advisor retires .

Posted 10/5/2026full-timePurchase • New York • United StatesSenior💰 $90,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Wealth Management and financial services, with a strong focus on Advisor Retirement lifecycle management, strategic partnership with leadership, and the ability to translate data into actionable insights. Proficient in developing AI solutions and enhancing operational efficiency while maintaining high-quality standards.

Highest-signal resume keywords

Wealth Management ExperienceAdvisor Retirement Lifecycle ManagementData Analysis and RecommendationsMS Office ProficiencyAI Platforms Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementAdvisor Retirement Lifecycle ManagementData AnalysisExecutive ReportingClient Retention StrategiesOperational Efficiency ImprovementAI DevelopmentFinancial Services ExperienceRisk ManagementCompliance

Soft Skills

Strong Communication SkillsProactive TeamworkAttention to DetailStakeholder AlignmentCollaboration

Tools & Technologies

MS OfficePowerPointExcelWordCo-PilotAI Platforms

Industry Keywords

Advisor Legacy ProgramFinancial ServicesRetirement PlanningClient ManagementStrategic Initiatives

About the role

Key responsibilities & impact

Interface with Managers and Advisors to help them understand and model the economic impact when a partnering Advisor retires
Support all phases of the Advisor Retirement lifecycle, including execution of the Firm’s Advisor Legacy Program policy
Schedule and facilitate meetings with retiring Advisors and Managers to drive alignment and timely decision-making
Lead Advisor book review processes to align on clients and economic impact, including joint production number equity splits and multipliers
Provide training to Field Managers and Advisors on best practices for client and Advisor retention during retirements
Work with Legal, Risk, Compliance and HR to reduce retirement-related risk
Serve as a strategic partner to Senior Leadership by delivering executive-ready reporting, analytics and visualizations
Build relationships with corporate partners to develop and implement strategic retirement-process initiatives
Develop AI agents and automation to improve operational efficiency and accelerate results
Translate data into recommendations and action plans, identify trends, and deliver initiatives with quality, accuracy and timeliness
Potentially manage people

Requirements

What you’ll need

5+ years of Wealth Management and/or relevant financial services experience
Bachelor’s degree required
Strong written and verbal communication skills
Ability 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

Benefits

Comp & perks

Commission earnings
Incentive compensation
Discretionary bonuses
Other short- and long-term incentive packages
Morgan Stanley-sponsored benefit programs
Comprehensive employee benefits and perks
Support for employees and their families throughout their work-life journey
Opportunities for internal mobility across the business