Manager, Transitions and Data Analytics

Merit Financial Advisors

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

Posted 10/14/2026full-timeAlpharetta • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment asset transitions, including planning, execution, and data management, while ensuring compliance and operational efficiency. Strong analytical skills and the ability to foster relationships across diverse teams are essential for success in this role.

Highest-signal resume keywords

Investment Asset TransitionsWealth ManagementData AnalyticsRisk AssessmentRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment OperationsPortfolio ManagementDue DiligenceQuality Control ProceduresKPI DevelopmentData ValidationTransition PlanningModel Portfolio DevelopmentInvestment Strategy MappingCapital-Gains Management

Soft Skills

Interpersonal SkillsCommunication SkillsAnalytical SkillsProblem-Solving SkillsCollaboration

Certifications & Qualifications

Securities LicensesProfessional Designations

Industry Keywords

M&A IntegrationFinancial ServicesCustodial TransitionsClient ServiceCompliance

About the role

Key responsibilities & impact

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 risk and investment-management continuity and minimize disruption.
Provide investment operational and data input into due diligence and resolve open portfolio-management transition issues.
Coordinate investment activities 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; establish responsibilities, timelines, deliverables, and escalation paths.
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 systematic distributions, capital-gains buffers, cash buffers, tax-management instructions, and investment restrictions.
Develop quality-control procedures and reconciliation checkpoints to confirm correct account investment.
Maintain 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, and model adoption.
Develop KPIs and post-transition reviews to identify root causes, capture lessons learned, and improve future transition processes.
Create repeatable playbooks, workflows, controls, and communication standards for scalable investment-operations asset transitions.
Provide education and support to acquired-firm principals, advisors, and staff regarding Merit’s investment platform and transition processes.
Promote a collaborative 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, 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

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