Manager of Transitions And Data Analytics
Merit Financial Advisors
- Experience
- 7+ yrs
- Location
- Alpharetta, Georgia, United States
- Job type
- Full-time
About the role
Minimum 7 years relevant experience in wealth management, investment operations, custodial transitions, or M&A integration; Bachelor's degree in Business, Finance, or Data Analytics preferred; strong analytical, communication, and relationship skills.
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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