Data Manager Jobs

About The Position

Requirements

• At least 7 years of relevant experience in wealth management, investment operations, custodial transitions, M&A integration, or a related financial-services function.
• Bachelor’s degree; Business, Finance, or 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 independently and across diverse internal and external teams.
• Must be in the EST or CDT time zone.

Nice To Haves

• Securities licenses or relevant professional designations are preferred but not required.
• A bachelor’s degree in Business, Finance, or Data Analytics is preferred.

Responsibilities

• Lead end-to-end planning and execution of investment asset transitions for newly acquired organizations into Merit’s enterprise and investment systems.
• Partner with principals, advisors, and operating teams at acquired firms to develop model portfolio transition plans that preserve investment-management continuity and minimize disruption.
• Provide investment operations and data input during due diligence, working with Merit’s transition team and resolving portfolio-management transition issues.
• Coordinate investment-team work across Investment, Trading, Operations, Technology, Compliance, Client Service, and integration teams.
• Lead relationships with outside vendors supporting investment operations, asset transitions, 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 in accordance with approved transition plans and client requirements.
• Ensure accurate capture, validation, and transfer of critical account 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 accounts are invested according to the asset mapping plan.
• Maintain investment operations issue logs, decision records, risk assessments, and executive status reporting; promptly escalate material risks or delays.
• Use data analytics to measure portfolio-model transition progress, accuracy, exception trends, and adoption on Merit’s investment platform.
• Develop key performance indicators and post-transition reviews to identify root causes, capture lessons learned, and improve future transition processes.
• Create repeatable playbooks, workflows, controls, and communication standards to improve scalability, predictability, and client experience.
• Provide education and support to acquired-firm principals, advisors, and staff on Merit’s investment platform, transition processes, and ongoing operating procedures.
• Promote a collaborative, solutions-oriented approach that balances transition speed with fiduciary, operational, compliance, and client-service considerations.

Benefits

• 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)
• Dependent Care FSA
• 401(k) plan with company matching
• Paid time off (PTO)
• Paid holidays