ESOP New Business Consultant I

Transition Strategies, LLC

ESOP New Business Consultant I managing client onboarding processes for ESOP plans. Collaborating with stakeholders to ensure smooth transitions from prior service providers.

Posted 6/26/2026full-timeRemote • California, Maryland, Minnesota, Ohio, Virginia • 🇺🇸 United StatesJunior💰 $60,000 - $70,000 per yearWebsite

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Hard Skills

ESOP plan administrationonboardingplan reconciliationdata validationForm 5500 reportingdata analysisdata discrepancies resolutionproject managementadvanced Exceldata collection

Soft Skills

client-facing communicationattention to detailproblem-solvingadaptabilitycross-functional collaborationtimely communicationindependent workorganizational skillsproactive follow-upstatus tracking

Tools & Technologies

ESOP recordkeeping systemMicrosoft Excel

Certifications & Qualifications

Bachelor's degreeASPPA credentialQKAQPA

Industry Keywords

plan sponsoronboarding processparticipant datacomplianceregulatory standardsoperational efficiencyplan specificationseligibility provisionsdata reconciliationagile work environment

About the role

Key responsibilities & impact

Manage the onboarding process from the initial welcome call with the plan sponsor through completion of setup of the plan in our ESOP recordkeeping system.
Ensure a smooth and timely setup process for both new ESOP plans and takeovers of existing plans from other service providers.
This includes coordinating with Plan Sponsors and prior providers to collect necessary plan records and legal documentation and attending ongoing status calls as needed.
For takeover plans, reconcile asset records to recordkeeping reports and the plan’s annual Form 5500, and establish plan specifications and participant data within the recordkeeping system.
Follow up with prior service providers to obtain missing details and demonstrate the ability to prepare calculations of required plan records when prior providers are unable to supply them.
Review, validate, and maintain accurate onboarding documentation and participant data.
Utilize advanced Excel functions to organize, analyze, and reconcile data.
Partner cross-functionally with internal teams to ensure timely completion of onboarding tasks.
Track onboarding progress and proactively identify and resolve discrepancies or issues.
Communicate professionally with clients, stakeholders, and internal partners regarding onboarding timelines and requirements.
Ensure compliance with company policies, procedures, and regulatory standards.
Maintain detailed records and provide status updates as needed.
Adapt quickly to changing priorities, processes, and client needs in an agile work environment.
Identify opportunities to improve onboarding workflows and operational efficiency.

Requirements

What you’ll need

1-2 years of direct ESOP experience with hands-on responsibility in plan administration, onboarding, or implementation functions.
Experience must include at least one of the following:
o Leading or supporting ESOP plan takeovers or new plan implementations
o Performing plan-level reconciliations (e.g., trust vs recordkeeping vs Form 5500)
o Managing participant data setup and validation
Bachelor’s degree or equivalent relevant experience required.
ASPPA credential (e.g., QKA, QPA) is strongly preferred.
Demonstrated hands-on experience working with ESOP plan administration and onboarding, including interpreting plan documents, amendments, and eligibility provisions.
Proven ability to manage full-cycle implementations or plan takeovers, including coordinating data collection, tracking deliverables, and meeting defined timelines.
Strong working knowledge of Form 5500 reporting, plan reconciliation, and participant-level data validation.
Advanced proficiency in Microsoft Excel, including the ability to:
o Perform data reconciliations across multiple sources
o Utilize formulas (e.g., VLOOKUP/XLOOKUP, INDEX/MATCH), pivot tables, and basic data analysis
o Identify and resolve data discrepancies independently
Demonstrated ability to analyze incomplete or inconsistent data and proactively follow up to resolve gaps.
Strong project management capability, including:
o Managing multiple implementations simultaneously
o Communicating status updates to stakeholders
o Escalating risks or delays proactively
Ability to work independently in a fast-paced, deadline-driven environment with minimal supervision.
Strong client-facing communication skills with the ability to explain technical ESOP concepts clearly and professionally.
High level of attention to detail, particularly in data accuracy and compliance-driven work.

Benefits

Comp & perks

Remote-first work culture with in-office options (VA, MD, OH, CA, MN)
Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
401(k) with company match + HSA with contribution
Generous PTO for parental leave, vacation and holiday time
Support for certifications, association dues, and professional growth
Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference