Vice President, Advisor Legacy Program Execution Lead

Vice President, Advisor Legacy Program Execution Lead

About the Company

Top-tier global investment bank

Industry
Financial Services

Type
Public Company

Founded
1935

Employees
10,001+

Categories

• Asset Management
• Financial Services
• Lending
• Investment Banking
• Investment Management
• B2B
• Consulting & Professional Services
• Marketplace
• Banking
• Brokerage
• Economics
• Finance
• IPOs
• Personal Finance
• Publicly Traded
• Business
• Wall Street
• Keywords
• Savings & Investing
• Credit
• Insurance
• Morgan Stanley

Specialties

• sales & trading
• investment banking
• investment management
• prime brokerage
• research
• institutional consulting
• wealth management
• and private wealth management
• private wealth management
• and social media disclosures: mgstn.ly/socialdisclosure

Business Classifications

• B2B
• Marketplace

About the Role

The Company is seeking an ALP Execution Lead to join their Advisor Legacy Program Administration & Execution Team. The successful candidate will be responsible for driving strategies that enhance client and Advisor retention during the transition of assets under the firm's Advisor Legacy Program. This role requires a blend of strategic problem-solving, data-driven insights, and cross-functional execution to ensure measurable business outcomes. The ALP Execution Lead will work closely with field managers, Financial Advisors, and corporate partners to provide insights and recommendations for the transition and retention of clients when Advisors retire. Key responsibilities for the ALP Execution Lead include interfacing with Managers and Advisors to model the economic impact of retirement, supporting all phases of the Advisor Retirement lifecycle, and leading the book review process to ensure client and economic impact are agreed upon. The role also involves providing training on best practices for client and Advisor retention, working with various internal teams to mitigate risk, and serving as a strategic partner to Senior Leadership. The ideal candidate should have a minimum of 5 years' of experience in wealth management or relevant financial services, a Bachelor's degree, and strong communication skills. Proficiency in MS Office is required, and experience with AI platforms is a plus. The role demands a proactive, collaborative individual who can manage multiple priorities and deliver high-quality results with attention to detail.

Hiring Manager Title
Team Manager

Functions

• Operations
• Strategy