Manager – Transitions and Data Analytics

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the comprehensive planning and implementation of investment asset transitions for newly acquired entities into Merit’s investment and enterprise systems.

• Collaborate with principals, advisors, and operational teams from the selling organization to create model portfolio transition strategies that ensure client investment continuity and reduce disruption.

• Provide insights on investment operations and data during due diligence and address any portfolio-management transition challenges.

• Facilitate coordination among the investment team, including Investment, Trading, Operations, Technology, Compliance, Client Service, and integration teams.

• Manage relationships with external vendors that support investment operations, asset transitions, and investment model assignments.

• Supervise the mapping of investment portfolios and the allocation of client accounts to Merit’s investment strategies and models.

• Ensure precise capture, validation, and transfer of essential investment data such as distributions, capital-gains buffers, cash buffers, tax-management instructions, and investment restrictions.

• Establish quality-control measures and reconciliation checkpoints.

• Maintain logs of issues, decision records, risk assessments, and executive status reports; escalate significant risks or delays as needed.

• Utilize data analytics to evaluate transition progress, accuracy, exceptions, and model adoption.

• Create key performance indicators (KPIs) and conduct post-transition reviews to identify root causes and enhance future processes.

• Develop repeatable playbooks, workflows, controls, and communication protocols for scalable investment operations transitions.

• Provide education and support to acquired-firm principals, advisors, and staff regarding Merit’s investment platform and transition processes.

• Balance the pace of transition with fiduciary duties, operational efficiency, compliance, and client service considerations.

⛳️ Requirements

• At least 7 years of pertinent experience in wealth management, investment operations, custodial transitions, M&A integration, or a similar financial services role.

• Bachelor’s degree in a relevant field such as Business, Finance, or Data Analytics is preferred.

• Strong interpersonal and relationship-management abilities, with a talent for building trust with acquired-firm principals and communicating effectively during transitional periods.

• Superior written, presentation, and communication skills, with the capability to simplify complex investment asset transition issues into clear decisions and action plans.

• Highly analytical and detail-oriented, demonstrating a robust control mindset and dedication to data accuracy.

• Proficient in identifying risks, resolving issues, making informed decisions, and escalating as necessary in a dynamic, high-growth environment.

• Ability to work efficiently both independently and collaboratively within diverse internal and external teams.

• Securities licenses or relevant professional designations are advantageous but not mandatory.

🏝️ Benefits

• 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