Hybrid Investment Compliance Specialist Self-Directed IRAs

Posted today

madison trustMontvale (NJ)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Mid

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About the role

Madison Trust Company is seeking a detail-oriented Investment Compliance Specialist to join our Investments Team in Montvale, NJ. This role reviews and processes self-directed IRA investment transactions, ensuring documentation meets company, operational, and regulatory standards. The ideal candidate will have strong attention to detail, excellent communication, and the ability to manage multiple priorities in a fast-paced, compliance-driven environment.

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.