ESOP Trustee: Fiduciary & Compliance Lead
merit financial groupNew York, NY
ESOP Trustee: Fiduciary & Compliance Lead
L6
merit financial groupNew York, NYtoday
Industries
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency AccountsMerit Financial Advisors is seeking an ESOP Trustee to act in the best interest of employee-owners, ensuring fiduciary compliance and effective ESOP administration. The role requires knowledge of ERISA, tax-qualified status, and coordination with third-party providers.
Applicants should have a Finance-related degree (or CPA/JD) and several years of ESOP/fiduciary experience, with strong communication and analytical skills to advise management and employees.
Apply now
Level
LeadL6
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
today
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