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ESOP Trustee: Fiduciary & Compliance Lead

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: Merit Financial Group
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Financial Compliance, Wealth Management, Regulatory Compliance Specialist, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 110000 - 160000 USD Yearly USD 110000.00 160000.00 YEAR
Job Description & How to Apply Below

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.

This role is for the ESOP Trustee:
Fiduciary & Compliance Lead role at Merit Financial Group.

This opportunity is part of our work in Legal.

The advertised compensation is 110..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the ESOP Trustee:
Fiduciary & Compliance Lead role in the description above.

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