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Advisor Legacy Program Lead: Retirement Strategy & Analytics

Job in New York, New York County, New York, 10261, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 90000 - 190000 USD Yearly USD 90000.00 190000.00 YEAR
Job Description & How to Apply Below
Location: New York

Morgan Stanley in New York seeks a data analytics professional to support Wealth Management retirement initiatives. You will model economic impact for retiring Advisors, build reports, and deliver insights to senior leadership.

You'll collaborate with Legal, Risk and HR to minimize risk, create executive-ready narratives, and develop AI agents to improve efficiency. Strong communication and multi-project management are essential.

Are you ready to take on the Advisor Legacy Program Lead:
Retirement Strategy & Analytics role at Morgan Stanley?

We invite applications for the Advisor Legacy Program Lead:
Retirement Strategy & Analytics position located in New York, NY, United States.

The following opportunity is for a Advisor Legacy Program Lead:
Retirement Strategy & Analytics with Morgan Stanley.

Our organisation is growing, and we are hiring a Advisor Legacy Program Lead:
Retirement Strategy & Analytics in New York, NY, United States.

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