ESOP Plan Manager

Job Summary

A company is looking for an ESOP Client Relationship Manager.

Key Responsibilities

• Provide strategic oversight and guidance on ESOP design, administration, and sustainability
• Oversee day-to-day ESOP administration, ensuring accurate execution of annual activities
• Act as a trusted advisor to leadership and develop clear communication materials for participants

Qualifications & Experience

• Bachelor's degree required; advanced degree or relevant certification preferred
• 7+ years of experience in ESOP administration or retirement plan management
• Strong knowledge of ERISA, IRS regulations, and fiduciary responsibilities
• Experience collaborating with trustees and external advisors
• Proven ability to manage complex processes with high accuracy