Director - ESOP Administration

Job not on LinkedIn

June 6

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Logo of Transition Strategies, LLC

Transition Strategies, LLC

B2B • Compliance • HR Tech

Transition Strategies, LLC is a Philadelphia-based employment law firm that has been effectively advocating for clients for over 20 years. This firm specializes in a wide range of employment-related legal services including discrimination, employment contracts, executive compensation and benefits, severance negotiations, and wrongful termination. Transition Strategies provides strategic advice and representation throughout the employment lifecycle and is committed to securing favorable outcomes for their clients through negotiation and legal advocacy. They also offer HR consulting and job coaching services to help clients navigate complex employment situations and improve performance. The firm is known for its tenacious approach and dedication to delivering results that align with clients' goals and needs.

- employees

Founded 2003

🤝 B2B

📋 Compliance

👥 HR Tech

📋 Description

• Want to use your skills to positively impact a fast-paced, growing business? • We are seeking sharp, detail-oriented, dedicated individuals to join our team as Director, ESOP Administration. • The role requires strong leadership and strategic thinking abilities. • Ensure delivery of high-quality, accurate, and compliant services for ESOPs. • Manage client relationships, mentor staff, and identify opportunities for improvement. • Involve consulting on complex compliance issues and maintaining a proactive approach to client satisfaction.

🎯 Requirements

• ESOP Expertise: In-depth knowledge of ESOP rules, regulations, and compliance requirements, including experience with complex areas such as 409(p) testing, prohibited transactions, and Section 1042 restrictions. • Leadership & Mentorship: Proven ability to lead and mentor a team, providing guidance, feedback, and professional development. • Consultative Approach: Ability to articulate complex issues in simple terms and take a consultative approach to advising clients on ESOP-related matters. • Client Relationship Management: Demonstrated ability to develop and maintain strong, lasting relationships with clients, offering solutions that add value and foster trust. • Process Improvement: Ability to identify areas for process improvement and efficiency gains, enhancing both internal workflows and client satisfaction. • Communication & Presentation Skills: Strong verbal and written communication skills, including the ability to present complex issues clearly and effectively to diverse audiences. • Industry Networking: Actively participate in industry groups, network with industry professionals, and contribute to Blue Ridge’s reputation as a thought leader in the ESOP space. • Education/Experience: Bachelor’s Degree or equivalent experience in a related field (e.g., Business, Finance, or Law). • Certifications: QKA, QPA, or similar certification preferred. • ESOP Experience: At least 10+ years of experience in ESOP plan administration or a related field, with a strong track record of managing complex ESOPs and regulatory compliance. • Leadership Experience: Experience leading and managing teams, mentoring staff, and contributing to business development is preferred. • Client Service Excellence: Strong history of delivering excellent client service and developing long-lasting client relationships. • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and ESOP-specific tools or platforms (e.g., ESOP Connection, ESOP Governance).

🏖️ Benefits

• Medical, Dental, Vision, Life & AD&D • Disability • FSA • HSA with company contribution • 401(k) with company match • Parental leave • Paid time off • Education/association dues assistance • Opportunities for charitable activities and volunteer work • Quarterly virtual Happy Hours • Monthly Birthday Celebrations • Annual Social gatherings • Committee and special project opportunities

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