Asset Retention Specialist, AVP

Morgan Stanley•New York, NY

7d•$90,000 - $130,000

About The Position

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.

Requirements

5+ years of Wealth Management and/or relevant financial services experience
Bachelor’s degree required
Highly organized and analytical; able to take complex workstreams from concept to delivery
Strong written and verbal communication skills; able to produce clear, executive-ready narratives and recommendations
Proficiency in MS Office (PowerPoint, Excel, Word)
Comfort with digital tools and working knowledge of internal platforms
Proactive and collaborative teammate, comfortable in a fast-paced environment
Ability to manage multiple priorities, align stakeholders, and deliver high-quality results with strong attention to detail

Nice To Haves

Knowledge of Dataiku-SQL a plus; used for workflow automation and producing scalable insights

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 execution
Provide training to Field managers, using data and direct field insights to focus content and drive measurable retention improvements
Partner with Regional Analysts to align priorities and help drive retention initiatives across the field
Serve as a strategic partner to Senior Leadership, delivering executive-ready reporting & analytics and visualization (daily, monthly, quarterly)
Build relationships with corporate partners to develop and implement strategic projects across different initiatives
Develop AI Agents/automation to enhance operational efficiencies and accelerate results
Translate data into recommendations and action plans, identifying trends and delivering initiatives with quality, accuracy, and timeliness
Management responsibility over one direct report, with the ability to expand, providing coaching and quality control for deliverables
Support the preparation and execution of Client Communication during an Advisor departure, as needed