Manager, Onboarding & Asset Transitions
Merit Financial Advisors
- Experience
- 7+ yrs
- Location
- Alpharetta, Georgia, United States
- Job type
- Full-time
Required skills
- accounting
- Business Intelligence
- data analytics
About the role
7+ years in wealth management, investment operations, custodial transitions, M&A integration, or account onboarding; Bachelor's degree in Finance, Business, Accounting, Data Analytics or related field; experience with data conversion, reconciliation, workflow management, and business intelligence tools.
About Merit Financial Advisors
National wealth management firm providing financial planning, investment management, retirement, estate, and insurance advice to affluent clients.
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