Well Planned, Well Invested, Well Protected®
ESOP Client Relationship Manager
Location
Connecticut
Posted
1 day ago
Salary
$89.2K - $148.7K / year
Seniority
Lead
Job Description
Job Requirements
- Bachelor’s degree required; advanced degree or relevant certification preferred (e.g., CEPA, CPA, JD, or similar).
- 7+ years of experience in ESOP administration, retirement plan management, or a closely related field.
- Strong working knowledge of ERISA, IRS regulations, fiduciary responsibilities, and ESOP operational best practices.
- Experience partnering with trustees, valuation firms, and external advisors.
- Proven ability to manage complex processes with high accuracy and attention to detail.
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
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