Mergers & Acquisitions; M&A Specialist

Mergers & Acquisitions (M&A) Specialist – Moneta

The M&A Specialist works closely with the transition team and custodian partners to ensure a smooth transition of new advisor teams to the Moneta platform.

• Implement the client onboarding and, if applicable, custodian transition plan
• Manage the client paperwork process including:
• Preparation, delivery, and processing of client paperwork
• Status monitoring and tracking
• Coordination with custodian contacts to resolve issues
• Regular communication of progress and open items
• Research requirements for account transfers and special account needs
• Organize, analyze, and implement transition of required data and records to Moneta systems
• Execute client servicing tasks as assigned to assist the advisor team with the volume of client servicing needs post transition
• Identify efficiencies in existing processes and procedures to foster continuous improvement for onboarding process and advisor teams
• Stay up to speed with custodian requirements, process changes, and Moneta systems

Entry level

Full-time

Business Development and Sales

Financial Services and Business Consulting and Services