Senior ESOP Plan Manager
A company is looking for a Sr Plan Manager-ESOP.
Key Responsibilities
Manage all aspects of ESOP sponsored plans and maintain client relationships
Consult with clients on various ESOP-related topics including plan design and compliance
Lead projects independently and ensure systems comply with legal provisions and regulations
Required Qualifications
5+ years of experience in ESOP plan administration
Customer service experience with key clients
Industry designation preferred (QKA, QPA, APA)
Bachelor's Degree in Business Administration or equivalent preferred
Experience in a daily environment, TPA, or Advisor Firm
A company is looking for a Sr Plan Manager-ESOP.
Key Responsibilities
Manage all aspects of ESOP sponsored plans and maintain client relationships
Consult with clients on various ESOP-related topics including plan design and compliance
Lead projects independently and ensure systems comply with legal provisions and regulations
Required Qualifications
5+ years of experience in ESOP plan administration
Customer service experience with key clients
Industry designation preferred (QKA, QPA, APA)
Bachelor's Degree in Business Administration or equivalent preferred
Experience in a daily environment, TPA, or Advisor Firm