Business & FinanceOn site
Advisor Legacy Program Execution Lead, AVP / VP
Morgan StanleyNew York, NY
$90,000–190,000/yr
Posted Oct 6, 2026
What you’d do
Lead execution of the Advisor Legacy Program, partnering with field managers, Financial Advisors and corporate partners to model the economic impact of Advisor retirements and support client and asset retention during book transitions. Full time role reporting to the Team Manager. Found on the employer's careers page on Oct 6, 2026. Apply through the link.
You’ll need
- 5+ years of wealth management or financial services experience
- Bachelor's degree
- Strong written and verbal communication skills
- Proficiency in MS Office (PowerPoint, Excel, Word, Co-Pilot)
- Comfort with AI platforms and prompting
Our summary of the listing. The full listing has the details.