Advisor Legacy Program Execution Lead, AVP / VP
Core
Lead the execution of the Advisor Legacy Program to manage client and Advisor retention during retirement transitions, blending strategic problem-solving with data-driven insights.
Role type
Senior IC program execution lead (Wealth Management)
Builds
Strategic initiatives and operational efficiencies for the Advisor Retirement lifecycle
Domain
Wealth Management / Financial Services
Deliverable
production ML models
Required skills
Wealth Management experience, data analysis, stakeholder management, AI/automation, executive reporting, risk management
Preferred skills
People management, AI agent development
Technologies
MS Office (PowerPoint, Excel, Word, Co-Pilot), AI platforms
Responsibilities
Interface with Managers and Advisors to model economic impact of retirement; Support all phases of the Advisor Retirement lifecycle; Schedule and facilitate meetings for alignment; Lead book review processes for client/economic impact; Provide training on retention best practices; Partner with Legal, Risk, Compliance, and HR to reduce risk; Deliver executive-ready reporting and analytics; Develop AI Agents/automation to enhance efficiency.
Seniority
Senior, hands-on IC with people management opportunity