Asset Retention Specialist, AVP

Job description

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. Job Description: Field Business Management (Wealth Management Field Home Office) is seeking an Asset Retention Specialist (AVP) to help drive strategies that strengthen Financial Advisor retention and asset retention. This role blends strategic problem-solving, data-driven insights, and cross-functional execution to deliver measurable business outcomes. You’ll partner with field leaders and corporate partners, turning insights into action and helping scale initiatives that improve retention performance. Position Responsibilities: - Interface with Senior Field Leadership to drive one of three Manager Metrics of Wealth Management Field - Support all phases of the retention lifecycle, inclusive of Advisor & Asset retention strategy and execu...