Manager, ESOP Administration
Transition Strategies, LLC
full-time
Posted on:
Location Type: Remote
Location: Wisconsin • United States
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About the role
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
defined contribution plan administrationESOP compliance testingregulatory filingsrecordkeepingdistributions processingloan processinggovernmental reportingcompliance testingMicrosoft Exceltechnical plan document interpretation
Soft Skills
communication skillsorganizational skillsattention to detailproblem-solvingindependent workteam leadershipmentoringrelationship managementprocess improvementproactive approach
Certifications
QPAQKA