Transitions Specialist

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:

• 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, etc.) preferred
• Experience supporting advisors in various lines of business (wire house, regional, independent, RIA, institutions and retirement plans)
• 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 instantaneously
• 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