Transition Strategies, LLC

Director, ESOP Administration

Transition Strategies, LLC

full-time

Posted on:

Location Type: Remote

Location: Iowa • United States

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Job Level

Lead

About the role

  • Oversee the administration of complex ESOPs
  • Supervise a team of administrative consultants and/or ESOP Managers
  • Serve as the escalation point for difficult plan administration and compliance issues
  • Provide consultative services to clients on ESOP regulations
  • Build strong, proactive relationships with clients
  • Mentor and train team members
  • Identify and lead initiatives to improve administration processes
  • Contribute to the development of ESOP best practices
  • Participate in strategic planning and performance evaluation meetings

Requirements

  • In-depth knowledge of ESOP rules, regulations, and compliance requirements
  • Proven ability to lead and mentor a team
  • Ability to articulate complex issues in simple terms
  • Demonstrated ability to develop and maintain strong, lasting client relationships
  • Ability to identify areas for process improvement and implement operational efficiencies
  • Strong verbal and written communication skills
  • Actively participate in industry groups and represent Blue Ridge as a thought leader in the ESOP space
  • Bachelor’s Degree or equivalent experience in a related field
  • At least 10+ years of experience in ESOP plan administration or a related field
  • Experience leading and managing teams, mentoring staff, and contributing to business development is preferred
  • Certifications: QKA, QPA, or similar certification preferred
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and ESOP-specific tools or platforms
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
ESOP plan administrationESOP regulationscompliance requirementsprocess improvementoperational efficiencies
Soft Skills
leadershipmentoringclient relationship managementcommunication skillsproblem-solving
Certifications
QKAQPA