Merit Financial Advisors · 2 days ago
Data Officer ( Hybrid )
Alpharetta, GA
Full-time
Hybrid
Senior Level
$125K/yr - $180K/yr
5+ years expMerit Financial Advisors is a firm focused on financial services, and they are seeking a Data Officer to lead and manage their data strategy. The role involves ensuring data integrity and quality, developing data governance policies, and collaborating across departments to leverage data as a strategic asset for business growth and compliance.
Financial ServicesRetirementWealth Management
Responsibilities
Own and oversee all data ingestion processes from internal and external sources (custodians, portfolio management systems, CRM, accounting, etc.)
Ensure accuracy, completeness, and timeliness of data across platforms
Develop and implement data validation, cleansing, and reconciliation procedures to maintain high data quality
Monitor and resolve data inconsistencies, errors, and integration issues
Design, implement, and maintain data governance frameworks, policies, and standards
Ensure compliance with data privacy laws, regulatory requirements (SEC, FINRA, GDPR, etc.), and industry best practices
Define and enforce data ownership, stewardship, and access controls
Develop, document, and continuously improve processes for data ingestion, transformation, storage, and usage
Collaborate with IT, finance, compliance, and business units to streamline workflows and automate data-related tasks
Develop and execute a comprehensive data strategy aligned with the firm’s business objectives
Evaluate and implement modern data platforms, tools, and technologies (cloud, data lakes, data warehouses, etc.)
Oversee the integration of data into financial reporting systems and dashboards
Ensure the accuracy and consistency of financial data used for regulatory filings, management reporting, and client communications
Partner with finance and accounting teams to support budgeting, forecasting, and performance analysis
Serve as the primary point of contact for data-related matters across the organization
Provide training and support to colleagues on data management, governance, and reporting
Qualification
Required
Bachelor's or Master's degree in Computer Science, Data Science, Finance, or related field
5+ years of experience in data management, governance, or analytics within financial services, preferably at an RIA or wealth management firm
Strong knowledge of data governance frameworks, regulatory requirements, and financial reporting standards
Proficiency with data platforms (e.g., SQL, cloud databases, ETL tools), data visualization, and analytics tools
Excellent analytical, problem-solving, and project management skills
Strong communication and collaboration abilities; able to work cross-functionally and influence stakeholders
Experience with process creation, documentation, and optimization
Preferred
Experience with portfolio management, CRM, and accounting systems (e.g., Orion, Salesforce, eMoney)
Familiarity with AI, machine learning, and advanced analytics in financial services
Certification in data governance or data management (e.g., CDMP, DGSP) is a plus
Benefits
Bonus/Commission: Yes
Company
Merit Financial Advisors
Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness, and financial planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Constellation Wealth Capital
2025-07-07Secondary Market
2021-01-11Private Equity
Leadership Team
Joy D. Kirsch, CFP, CeFT
CFO of Life Changing Events at Merit Financial
Mike Mitchell
Chief Financial Officer
Recent News
2025-11-23
2025-11-21
Company data provided by crunchbase