Manager – Transitions and Data Analytics

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

📉 Data Analyst

👻 Ghost score 12%

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Merit Financial Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1998

💸 Finance

🛡️ Insurance

💰 Secondary market on 2025-08

Finance • Insurance

Merit Financial Advisors is a U. S. -based SEC-registered investment advisory and wealth management firm that provides comprehensive financial planning, wealth management, retirement and tax services, and insurance planning for individuals, families and businesses. The firm positions itself as a fiduciary and offers services for life transitions (retirement, divorce, career change, widowhood), employer retirement solutions, and business succession; it reports $24. 69 billion in assets served, 26,000+ households, 350+ team members and 55+ offices (as of Jan 1, 2026). Merit emphasizes a client-focused, goals-driven investment philosophy and a tiered fee structure for advisory services.

📋 Description

• Lead the end-to-end planning and execution of investment asset transitions for newly acquired organizations into Merit’s enterprise and investment systems. • Partner with selling-organization principals, advisors, and operating teams to develop model portfolio transition plans that preserve client investment continuity and minimize disruption. • Provide investment operational and data input into due diligence and resolve portfolio-management transition issues. • Coordinate the investment team across Investment, Trading, Operations, Technology, Compliance, Client Service, and integration teams. • Lead relationships with outside vendors supporting investment operations, asset transition, and investment model assignment. • Oversee investment portfolio mapping and assignment of client accounts to Merit investment strategies and models. • Ensure accurate capture, validation, and transfer of critical investment data, including distributions, capital-gains buffers, cash buffers, tax-management instructions, and investment restrictions. • Develop quality-control procedures and reconciliation checkpoints. • Maintain issue logs, decision records, risk assessments, and executive status reporting; escalate material risks or delays. • Use data analytics to measure transition progress, accuracy, exceptions, and model adoption. • Develop KPIs and post-transition reviews to identify root causes and improve future processes. • Create repeatable playbooks, workflows, controls, and communication standards for scalable investment-operations transitions. • Educate and support acquired-firm principals, advisors, and staff on Merit’s investment platform and transition procedures. • Balance transition speed with fiduciary, operational, compliance, and client-service considerations.

🎯 Requirements

• A minimum of 7 years of relevant experience in wealth management, investment operations, custodial transitions, M&A integration, or a related financial-services function. • Bachelor’s degree in any of the following - Business, Finance, Data Analytics preferred. • Excellent interpersonal and relationship-management skills, including the ability to build trust with acquired-firm principals and communicate effectively during periods of change. • Excellent written, presentation, and communication skills, including the ability to translate complex investment asset transition issues into clear decisions and action plans. • Highly analytical and detail oriented, with a strong control mindset and commitment to data accuracy. • Ability to identify risks, resolve issues, make sound decisions, and escalate appropriately in a fast-paced, high-growth environment. • Ability to work effectively both independently and across diverse internal and external teams. • Securities licenses or relevant professional designations are preferred but not required

🏖️ Benefits

• Medical Insurance • Dental/Vision Insurance • Life & Personal Accident Insurance • Short-term Disability Insurance • Long-term Disability Insurance • Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA • 401(k) Plan with company matching • Paid Time Off (PTO) and paid holidays

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