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Manager, Onboarding and Data Analytics
Merit Financial Advisors. Lead end-to-end planning and execution of investment asset transitions for newly acquired organizations into Merit’s enterprise and investment systems .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment asset transitions, including planning, execution, and operational oversight, while ensuring compliance and data accuracy. Proven ability to collaborate across teams and manage vendor relationships to enhance investment operations.
Highest-signal resume keywords
Investment Asset TransitionsWealth ManagementData AnalyticsRisk AssessmentRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment OperationsPortfolio ManagementDue DiligenceData ValidationQuality Control ProceduresKPI DevelopmentPortfolio-Model TransitionM&A IntegrationAsset Transition PlanningFinancial Analysis
Soft Skills
Interpersonal SkillsCommunication SkillsAnalytical SkillsProblem-SolvingTrust Building
Certifications & Qualifications
Securities LicensesProfessional Designations
Industry Keywords
Financial ServicesCustodial TransitionsClient ServiceComplianceInvestment Strategies
About the role
Key responsibilities & impact- Lead 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
- Provide investment operational and data input into due diligence and resolve portfolio-management transition issues
- Coordinate across Investment, Trading, Operations, Technology, Compliance, Client Service, and integration teams
- Lead outside vendor relationships 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 for transitioning client accounts
- Develop quality-control procedures and reconciliation checkpoints
- Maintain issue logs, decision records, risk assessments, and executive status reporting
- Use data analytics to measure portfolio-model transition success, progress, accuracy, exception trends, 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 asset transitions
- Provide education and support regarding Merit’s investment platform, transition processes, and operating procedures
- Balance transition speed with fiduciary, operational, compliance, and client-service considerations
Requirements
What you’ll need- 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 Business, Finance, or Data Analytics preferred
- Excellent interpersonal and relationship-management skills
- Ability to build trust with acquired-firm principals and communicate effectively during periods of change
- Excellent written, presentation, and communication skills
- 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 preferred but not required
- EST or CDT time zone required
Benefits
Comp & perks- 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
- Competitive compensation based on experience, qualifications, location, and market data