[Hiring] ESOP Manager @Transition Finance Strategies Llc
Mar 06, 2025 - Transition Finance Strategies Llc is hiring a remote ESOP Manager. 💸 Salary: competitive salary. 📍Location: USA.
We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOP) and 401(k) Plans. We have offices in Charlottesville, VA, Columbia, MD, Pasadena, CA, Columbus, OH, Westchester, IL and Maple Grove, MN, although our client base is nationwide. We are the leading ESOP recordkeeping and administration services firm in the country, and we are rapidly growing our 401(k) and defined benefit retirement plan business. We are seeking sharp, detail-oriented, dedicated individuals to join our team.
We are hiring an ESOP Manager.
The ideal candidate must have a strong background in ESOP knowledge and must be customer focused. As an ESOP Manager, you will be responsible for all aspects of engagement management, including recordkeeping, compliance testing, distributions, and regulatory reporting. In addition, an ESOP Manager will manage a team of client facing ESOP administrators.
We are the largest privately owned provider of ESOP Administration services in the country with over 1,500 ESOPs under management. We invite you to join our team!
We promote work-life balance with our remote option or on-site at one of our office locations in Charlottesville, VA, Columbus, MD, Pasadena, CA, Columbus, OH, Maple Grove, MN or Westchester, IL.
Skills & Abilities:
- Ability to work independently and set priorities with minimal supervision
- Excellent interpersonal, written/oral communication, organization, time-management and client service skills required
- Excellent Excel skills
- Self-motivated and detail oriented
- Maintain professional working relationships with internal and external clients
- Interpret documents and resolve technical problems
- Available to work overtime to cover peak workloads and other business needs
- 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 while effectively managing a complex caseload.
- 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.
- Available to work overtime to cover peak workloads and other business needs.
- Prior Management experience preferred.
Benefits:
We offer challenging work, a competitive salary, and an outstanding opportunity for career growth for the right candidate. Our comprehensive benefits package includes medical, dental, vision, life, disability, FSA, HSA with company contribution, 401(k) with company match, parental leave, paid time off and education/association dues assistance.
We work hard, but we also have fun. As a Blue Ridge Associates employee, you will be a part of a company that supports charitable activities through fundraising and volunteer work. You'll enjoy quarterly virtual Happy Hours, Monthly Birthday Celebrations and Annual Social gatherings where we celebrate our successes. You'll have opportunities to shine by joining one of our committees: Charitable Action, Employee Engagement, Communications, Process Improvements or by volunteering for a special project that calls your name. Come join us!
Don't miss this opportunity to become a part of our dynamic organization!
Equal Opportunity Employer
Must be authorized to work in the US.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
|
Salary
💸
competitive salary
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 06, 2025
|
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
