Strategic Transitions Specialist
Listed on 2026-10-06
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Finance & Banking
Regulatory Compliance Specialist, Financial Advisor / Consultant, Financial Compliance, Financial Analyst
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.
Are you ready to take on the Strategic Transitions Specialist role at Merit Financial Group?
All applications are reviewed carefully by our team.
The position is based in Alpharetta, GA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 55.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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