Transition Strategies, LLC

An employment law firm advocating for the employee's best interests. Succeed in ways you never thought possible

Manager, ESOP Administration

AdministrationAdministrationFull TimeRemoteTeam 1-10Since 2003H1B No SponsorCompany SiteLinkedIn

Location

Wisconsin

Posted

54 days ago

Salary

Not specified

Bachelor Degree10 yrs expEnglish

Job Description

• Manage all aspects of ESOP plan administration, including: • Recordkeeping • Compliance testing • Distributions and loan processing • Governmental and regulatory reporting • Serve as the primary point of contact for high-profile clients • Lead, mentor, and support a team of ESOP Consultants • Ensure accuracy and compliance across client engagements • Solve complex plan-related technical issues • Maintain professional and proactive relationships with clients and internal teams • Support ongoing process improvements and best practices

Job Requirements

  • 10+ years of experience in defined contribution plan administration, including complex ESOPs
  • Prior experience with ESOP compliance testing and regulatory filings
  • QPA or QKA certification required
  • Advanced proficiency in Microsoft Excel; strong skills in Word and PowerPoint
  • Excellent written and verbal communication skills
  • Strong organizational skills and attention to detail
  • Ability to interpret technical plan documents and resolve problems
  • Comfortable working independently and managing a complex caseload
  • Available for occasional overtime during peak workloads
  • Prior management or team leadership experience preferred

Benefits

  • Competitive salary and comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with company contribution
  • Generous paid time off, including parental leave and holidays
  • Education and professional development assistance (certifications, dues)
  • Fully remote work option or access to one of our office locations (VA, MD, IL, CA, MN, OH)
  • A collaborative and inclusive culture with:
  • Monthly birthday celebrations
  • Quarterly virtual happy hours
  • Annual social gatherings
  • Volunteer and fundraising events
  • Employee-led committees and special projects

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