Manager, Onboarding – Asset Transitions

Merit Financial Advisors

. Lead the end-to-end planning and execution of asset transitions for newly acquired organizations into Merit’s enterprise and investment systems.

Posted 9/30/2026full-timeAlpharetta • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex asset transitions and integrations within wealth management, ensuring data accuracy and compliance while fostering strong relationships with stakeholders. Proficient in project management, data analytics, and developing effective transition strategies and playbooks.

Highest-signal resume keywords

Asset Transition ManagementWealth Management OperationsData AnalyticsProject ManagementClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ConversionReconciliationWorkflow ManagementDashboard ReportingInvestment ModelsPortfolio ImplementationM&A IntegrationAccount OnboardingCustodial ProcessesRisk Assessment

Soft Skills

Interpersonal SkillsOrganizational SkillsCommunication SkillsAnalytical SkillsProblem-Solving Skills

Tools & Technologies

Business Intelligence ToolsAnalytics ToolsTransition Dashboards

Certifications & Qualifications

Securities LicensesProfessional Designations

Industry Keywords

Investment OperationsRegistered Investment AdvisorClient Account StructuresCustodial TransitionsFinancial Services

About the role

Key responsibilities & impact

Lead the end-to-end planning and execution of asset transitions for newly acquired organizations into Merit’s enterprise and investment systems.
Partner with principals, advisors, and operating teams of acquired firms to develop transition plans that preserve continuity of client service and minimize disruption.
Conduct pre-close due diligence, work with Merit’s transition team, and resolve open issues.
Serve as the primary coordinator across Investment, Trading, Operations, Technology, Compliance, Client Service, and M&A integration teams.
Manage outside vendors and custodial relationships supporting account onboarding, data conversion, asset transition, and investment model assignment.
Coordinate account opening, repapering, custodian workflows, asset transfers, registration changes, restrictions, and exception resolution.
Oversee mapping and assignment of client accounts to Merit investment strategies and models.
Ensure accurate capture, validation, and transfer of critical client and account data, including distributions, capital-gains buffers, cash buffers, tax-management instructions, investment restrictions, and standing instructions.
Develop quality-control procedures and reconciliation checkpoints.
Maintain transition dashboards, issue logs, decision records, risk assessments, and executive status reporting; escalate material risks or delays.
Use data analytics to measure transition progress, accuracy, exception trends, model adoption, operational readiness, and post-transition stabilization.
Develop KPIs and post-transition reviews to identify root causes and improve future onboarding and asset-transition processes.
Create repeatable playbooks, workflows, controls, and communication standards for future transitions.
Provide education and support to acquired-firm principals, advisors, and staff regarding Merit’s investment platform, transition processes, and operating procedures.
Promote a collaborative, solutions-oriented approach balancing 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, account onboarding, or a related financial-services function.
Bachelor’s degree in Finance, Business, Accounting, Data Analytics, or a related field from an accredited university; equivalent relevant experience will also be considered.
Demonstrated experience managing complex, cross-functional implementations or asset transitions involving multiple stakeholders, systems, custodians, and vendors.
Strong understanding of registered investment advisor operations, client account structures, custodial processes, investment models, and portfolio implementation.
Experience with data conversion, reconciliation, workflow management, dashboard reporting, and business intelligence or analytics tools.
Exceptional project-management, organizational, and follow-through skills, with the ability to manage multiple concurrent transitions and competing priorities.
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 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; licensing requirements will be determined based on the final scope of the role.

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