merit financial groupNew York, NY
ESOP Trustee: Fiduciary & Compliance Lead
ESOP Trustee: Fiduciary & Compliance Lead
ESOP Trustee: Fiduciary & Compliance Lead
merit financial groupNew York, NY
today
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency Accounts
Apply for this role →Merit 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.
Also on the board Same function, level within a rung
Level
Lead
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
today