Asset Retention Specialist, Avp

Morgan Stanley

Base: $90,000 - $130,000 py; bonus/equity: not spe...
Not specified
Asset retention strategy
Financial advisor retention
Data-driven insights
Morgan Stanley is seeking an Asset Retention Specialist (AVP) to enhance advisor and asset retention strategies within its Wealth Management division. The role involves strategic problem-solving, data analysis, and collaborative execution to improve retention metrics while providing support and training to field managers

Job Summary

  • 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.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Match Score: 85

Morgan Stanley is seeking an Asset Retention Specialist (AVP) to enhance advisor and asset retention strategies within its Wealth Management division. The role involves strategic problem-solving, data analysis, and collaborative execution to improve retention metrics while providing support and training to field managers.

Salary

Base: $90,000 - $130,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Asset Retention Strategy
  • Financial Advisor Retention
  • Data-Driven Insights
  • Cross-functional Execution
  • Executive-Ready Reporting

Nice-to-have

  • Proactive and Collaborative Teammate
  • Comfortable in Fast-Paced Environment
  • Attention to Detail

Key Requirements

  • 5+ years Wealth Management experience
  • Bachelor's degree required
  • Proficiency in MS Office
  • Knowledge of Dataiku-SQL a plus

Work Rights

Not specified

Tailored Resume

Cover Letter