Morgan Stanley
Advisor Legacy Program Execution Lead, AVP / VP
$90K–$190K
Purchase, New York +1 · On-site · Director · Full-time · Posted Oct 6, 2026
- Location
- Purchase, New York
New York, New York - Experience
- 5+ years of Wealth Management and/or relevant financial services experience
- Education
- Bachelor’s degree required
About the job
Leads execution of the Advisor Legacy Program, helping transition retiring Advisors’ books of business while retaining clients and Advisors through analysis, coordination, and operational improvements.
What you'll do
- Guide Advisors and managers through retirement planning, book reviews, economic-impact modeling, and program execution.
- Coordinate meetings, provide training, and partner with Legal, Risk, Compliance, HR, and leadership to support transitions and reduce risk.
- Deliver reporting and recommendations, develop strategic initiatives, and build AI Agents/automation to improve operational efficiency.
What they ask for
- 5+ years of Wealth Management and/or relevant financial services experience
- Bachelor’s degree
- Proficiency in MS Office (PowerPoint, Excel, Word, Co-Pilot)
- Comfort with AI platforms, prompting and basic usage
Pay
$90,000 and $190,000 per year (base salary)
Tools
MS Office, PowerPoint, Excel, Word, Co-Pilot
AI focus
Develop AI Agents and automation to enhance operational efficiencies and accelerate results; use AI platforms, prompting, and basic functions.
Model-written summary · the original posting is authoritative