Advisor Legacy Transition & Retention Lead
Listed on 2026-10-09
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Finance & Banking
Financial Advisor / Consultant -
Business
Financial Advisor / Consultant
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
The Advisor Legacy Transition & Retention Lead position in the Management & Operations field is open for applications.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in New York, NY, United States.
This opportunity is part of our work in Management & Operations.
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