Transitions Specialist

Merit Financial Group

Alpharetta (GA)

On-site

USD 55,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Medical Insurance

Dental/Vision Insurance

Life & Personal Accident Insurance

Short-term Disability Insurance

Long-term Disability Insurance

FSA/HSA or Dependent Care FSA

401(k) with company matching

PTO & paid holidays

Job summary

Merit Financial Group in Alpharetta, GA, is seeking a Transitions Specialist to support acquisitions and onboarding of firms to custodians PKS, Fidelity, and Schwab. The role requires detail-orientation, initiative, and collaboration across teams.

You will coordinate documents, data collection, and forms, ensuring accuracy and on-time delivery while interfacing with custodians and Merit staff. A background in Wealth Management M&A and strong MS Office skills are preferred.

Qualifications

3-5 years of experience in New Accounts or Operations, ideally in Transitions.
Wealth Management M&A experience and familiarity with industry custodians (PKS, NFS, Fidelity, Schwab).
Experience supporting advisors in various lines of business.
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, OneNote and SharePoint).
Proficiency in DocuSign.
Strong attention to detail with a high level of accuracy.
Ability to prioritize and shift priorities instantly.
Multi-tasker in a fast-paced environment.
Proactive, critical thinker who can work with little direction once given a project.
Ability to work both as part of a team and completely independent.
Demonstrate excellent oral, written, and interpersonal communication skills.
Possess a willingness to learn firm technologies.

Responsibilities

Coordinate with preferred custodian(s) to obtain required documents
Work with office personnel to obtain client data for prepopulating custodian forms
Prepare custodian/Merit forms for client signatures
Ensure all documents are accurate and sent out by deadline
Monitor and resolve not-in-good-order paperwork
Track incoming packets and circulate timely status updates to the newly acquired firm
Assist with custodian user access setup and maintenance
Assist with custodian rep code setup and maintenance
Assist with preparation of custodian registration conversion forms
Assist on projects as needed
Please note the role will vary, grow and change and is not limited to the items above.
Salary + Benefits:
Competitive, based on experience
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

Skills

Attention to detail

Prioritization

Multi-tasking

Communication skills

Proactive/initiative

Tools

Microsoft Office

DocuSign

SharePoint

Excel

Job description

The Company

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The Position

The Transitions Specialist works within the Transitions Team on projects that support firms who are being acquired by Merit and transitioning their practice to our custodians at PKS, Fidelity, and Schwab. The ideal candidate is detail-oriented and adaptable, with a strong sense of initiative. This role requires someone who can balance precision with people skills—supporting teams through every step of the onboarding process. If you thrive in a fast-paced, collaborative environment, enjoy solving problems, and are excited to be a valued member of a team that supports and challenges one another, we’d love to hear from you.

Responsibilities

Coordinate with preferred custodian(s) to obtain required documents

Work with office personnel to obtain client data for prepopulating custodian forms

Prepare custodian/Merit forms for client signatures

Ensure all documents are accurate and sent out by deadline

Monitor and resolve not-in-good-order paperwork

Track incoming packets and circulate timely status updates to the newly acquired firm

Assist with custodian user access setup and maintenance

Assist with custodian rep code setup and maintenance

Assist with preparation of custodian registration conversion forms

Assist on projects as needed

Please note the role will vary, grow and change and is not limited to the items above.

Salary + Benefits:

Competitive, based on experience

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

Best Places To Work for Financial Advisors 2018-2024

Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022

The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021

The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.

Compensation

Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.

Requirements