Transaction Management Operations Analyst

. Perform moderately complex transaction and fulfillment processing, including movement of assets into and out of accounts .

Posted 9/25/2026full-timePennington • New Jersey • United StatesJuniorMid-Level💰 $28 - $36 per hourWebsite

Key responsibilities & impact

Perform moderately complex transaction and fulfillment processing, including movement of assets into and out of accounts
Reconcile, settle, and support trades and transfers
Provide operations support and quality service to internal business partners and external clients
Maintain knowledge of account opening policies, procedures, and general bank programs
Manage end-to-end client onboarding and asset transfer processes, including systems, documentation, follow-up, and follow-through
Create executive-level transition tracking progress for onsite projects
Facilitate client meetings with Financial Advisors and Client Associates regarding onboarding and asset transfer questions
Coordinate training for new and internal Merrill Client Associates taking over transitions
Assist branch personnel with account transfers, Broker Dealer Changes on 529 plans, life insurance policies, and LMA processing
Track and inspect onboarding documents to ensure consistent and compliant execution under FINRA 2273, Regulation BI, and CRS
Respond to moderately complex client inquiries through multiple channels
Analyze and resolve moderately complex transactions requiring escalations and exceptions
Identify operational risks and process improvement opportunities
Travel to Merrill Branch offices up to 90% of the time

What you’ll need

Minimum of 2 years’ experience in an investment operations role or equivalent
Project management experience
Excellent time management skills
Intermediate knowledge of the Financial Services Industry
Proficiency in Microsoft Office suite: PowerPoint, Excel, Word, and OneNote
Ability to maintain positive relationships with internal and external contacts
Ability to manage confidential matters and sensitive information responsibly
Ability to manage multiple priorities and deliver quality results under aggressive deadlines
Strong written and verbal communication and relationship management skills
Ability to influence with impact across the organization
Knowledge of operational excellence and enterprise policies and procedures
Highly organized, meticulous, and self-motivated
Ability to investigate and resolve complex problems
Ability to lead and motivate teammates on transitions and highly observed projects
Up to 90% travel to Merrill Branch offices
Flexibility to work varying hours/days when necessary
Undergraduate degree preferred or industry work experience equivalents

Comp & perks