Advisor Legacy Program Execution Lead, AVP / VP
Core
Lead 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
Client retention strategies and operational efficiencies for retiring advisors
Domain
Wealth Management / Financial Services
Deliverable
production ML models
Required skills
Wealth Management experience, data analysis, stakeholder management, AI/automation, executive reporting, risk compliance coordination
Preferred skills
People management, AI agent development
Technologies
MS Office (PowerPoint, Excel, Word, Co-Pilot), AI platforms
Responsibilities
Model economic impact of advisor retirements, lead book review processes for client transitions, facilitate alignment meetings between retiring advisors and managers, train field managers on retention best practices, partner with Legal/Risk/Compliance to mitigate retirement risks, develop AI automation for operational efficiency, deliver executive-ready analytics and reporting
Seniority
Senior, hands-on IC with people management opportunity
