Merit Financial Advisors este o firmă din SUA de consultanță în investiții și administrare a averii, care oferă servicii persoanelor fizice, familiilor și companiilor. Serviciile sale includ planificare financiară, planificarea pensionării și a impozitelor, asigurări, planuri de pensionare oferite de angajatori și succesiunea în afaceri. Firma își descrie abordarea ca fiind fiduciară și orientată spre obiective și îi sprijină pe clienți în perioade de schimbări importante în viață, precum pensionarea, divorțul, schimbările de carieră și văduvia. Echipele sale activează în planificare financiară, consultanță în investiții și servicii de asigurare.
Manager of Transitions and Data Analytics
Lead portfolio onboarding for acquired firms as they move into Merit Financial Advisors’ investment systems. Oversee asset mapping, transition analytics, data controls, and client-focused coordination.
Descriere
- Plan and lead investment asset transitions for acquired organizations moving to Merit’s enterprise and investment systems.
- Work with selling-firm principals, advisors, and operations teams to design model portfolio transition plans that maintain client risk profiles and investment continuity while limiting disruption.
- Contribute investment operations and data insights to due diligence, and resolve outstanding portfolio transition issues.
- Coordinate investment work across Investment, Trading, Operations, Technology, Compliance, Client Service, and integration teams.
- Manage relationships with vendors supporting investment operations, asset transitions, and model assignments; define ownership, schedules, deliverables, and escalation procedures.
- Oversee portfolio mapping and the assignment of client accounts to Merit strategies and investment models.
- Ensure accurate capture, validation, and transfer of key investment data, including scheduled distributions, capital gains and cash buffers, tax instructions, and investment restrictions.
- Establish quality controls and reconciliation checks to verify that accounts are invested correctly.
- Track issues, decisions, and risks; prepare executive status updates and escalate significant risks or delays.
- Apply analytics to track transition progress, accuracy, exception patterns, and model adoption.
- Set performance indicators and conduct post-transition reviews to find root causes, document lessons, and improve future transitions.
- Build reusable playbooks, workflows, controls, and communication standards to support transitions at scale.
- Train and assist acquired-firm principals, advisors, and staff on Merit’s investment platform and transition procedures.
- Encourage collaboration that balances transition speed with fiduciary duties, operational and compliance needs, and client service.
Cerințe
- At least 7 years of relevant experience in wealth management, investment operations, custodian transitions, M&A integration, or a related financial services area.
- Bachelor’s degree; Business, Finance, or Data Analytics preferred.
- Strong interpersonal and relationship skills, with the ability to build trust with acquired-firm principals and communicate well through periods of change.
- Excellent writing, presentation, and communication skills, including the ability to turn complex investment transition issues into clear decisions and action plans.
- Strong analytical and detail-oriented approach, with a focus on controls and data accuracy.
- Able to identify risks, resolve issues, make sound decisions, and escalate appropriately in a fast-paced, growing environment.
- Able to work independently and collaborate with varied internal and external teams.
- Securities licenses or relevant professional designations are preferred, but not required.
Beneficii
- Medical insurance
- Dental and vision insurance
- Life and 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 and paid holidays