Asset Retention Specialist, Avp

Morgan Stanley

Base: $90,000 to $130,000 py; bonus/equity: commis...
5+ years wealth management experience
Bachelor's degree required
Executive-ready reporting skills
This role partners with field leaders and corporate partners to drive strategies that strengthen Financial Advisor retention and asset retention

Job Summary

  • This role partners with field leaders and corporate partners to drive strategies that strengthen Financial Advisor retention and asset retention.
  • The position involves translating complex data into actionable recommendations and executive-ready reporting for senior leadership.
  • Morgan Stanley offers a supportive environment with comprehensive benefits and opportunities for career advancement across its global network.

Matching Summary

This role partners with field leaders and corporate partners to drive strategies that strengthen Financial Advisor retention and asset retention.

Salary

Base: $90,000 to $130,000 per year; Bonus/Equity: Commission, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • 5+ years Wealth Management experience
  • Bachelor's degree required
  • Executive-ready reporting skills
  • MS Office proficiency
  • Data-driven strategic problem solving

Nice-to-have

  • Knowledge of Dataiku-SQL
  • AI Agents/automation experience
  • Proactive collaborative teammate
  • Fast-paced environment comfort
  • Strong attention to detail

Key Requirements

  • 5+ years of Wealth Management experience
  • Bachelor's degree required
  • Proficiency in MS Office tools
  • Management responsibility over one direct report

Work Rights

Not specified

Tailored Resume

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