About the 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.

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JOB OVERVIEW

Experience level

Lead

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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