Transition Strategies, LLC
An employment law firm advocating for the employee's best interests. Succeed in ways you never thought possible
Manager, ESOP Administration
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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