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ESOP Manager - Remote

Posted 26 weeks ago

Overview

The ESOP Manager will oversee all aspects of engagement management related to Employee Stock Ownership Plans, ensuring compliance and managing a team of administrators.

In Short

  • Manage all aspects of ESOP engagement including recordkeeping and compliance.
  • Lead a team of client-facing ESOP administrators.
  • Strong background in ESOP knowledge required.
  • Work independently with minimal supervision.
  • Excellent communication and client service skills necessary.
  • 10+ years of experience in defined contribution plan administration.
  • Possess QPA or QKA certification.
  • Advanced skills in Microsoft Office Suite.
  • Available for overtime during peak workloads.
  • Promote work-life balance with remote work options.

Requirements

  • 10+ years’ experience in complex defined contribution plan administration.
  • Experience with complex ESOP administration and compliance testing.
  • Possess QPA or QKA certification.
  • Advanced knowledge of Microsoft Word, Excel, PowerPoint.
  • Self-motivated and detail oriented.
  • Ability to work independently and set priorities with minimal supervision.
  • Excellent written/oral communication, organization, and client service skills required.
  • Maintain professional working relationships with internal and external clients.
  • Interpret documents and resolve technical problems.
  • Prior Management experience preferred.

Benefits

  • Competitive salary and career growth opportunities.
  • Comprehensive benefits package including medical, dental, and vision.
  • 401(k) with company match.
  • Paid time off and parental leave.
  • Education/association dues assistance.
  • Support for charitable activities and volunteer work.
  • Quarterly virtual Happy Hours and Monthly Birthday Celebrations.
  • Opportunities to join committees and special projects.
  • Dynamic and fun work environment.
  • Equal Opportunity Employer.

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