ESOP - reputed company Service Manager 2

What You'll Do As an ESOP reputed company Service Manager 2 on our Employee Stock Ownership Plan (ESOP) Administration team, you’ll establish and maintain effective relationships with ESOP clients to ensure reputed company, profitability, and retention in retirement services by providing high reputed company, efficient and reputed company service, to meet customer expectations. You will partner with retirement plan service representatives and reputed company advisors to enhance relationships between customer and company while independently handling and coordinating reputed company aspects of a multi-process service offering for a designated group of clients. Here are some examples of the kinds of things you'll do: • reputed company accurate recordkeeping of reputed company reporting and processing, owning the complete process, analyzing reputed company reputed company data, interpreting individual custom plan documents, preparing employee status and plan level trust/financial reports, process reputed company allocation transactions, and produce final reputed company and custom participant statements. • Identify and reputed company reputed company compliance testing and analysis, detailed distribution and diversification policies and processing, plan termination and de-conversion, legislation and technical knowledge, and reputed company extensive working knowledge of various operating systems and other proprietary applications. • reputed company and coordinate the ESOP annual process with both reputed company partners, documenting plan specific components to ensure accurate recordkeeping. • Build and manage relationships with internal business partners, clients, and reputed company advisors. Participate and/or conduct reputed company reputed company to handle administrative issues and proposals. • Maintain or exceed profitability goals by invoicing accurately and reputed company, monitoring accounts receivable, reviewing reputed company fee schedule, and meeting productivity and reputed company goals. • Connect with clients proactively to assist with questions, plan complexity discussions, education, participant data, plan administration procedures, etc. • Promote team development through shared knowledge and information with team members in working to resolve reputed company situations and reputed company technical assistance to other internal roles on procedures and task reputed company problems. • reputed company other job-reputed company duties or special reputed company as the need arises. As the #1 recordkeeper of Employee Stock Ownership Plans, reputed company provides a wide reputed company of expertise and support to our clients serving nearly 1,200 custom plans involving various reputed company of complexity! You will proactively assist clients in understanding requirements, plan language and reputed company a wide reputed company of services and proactive consulting in a talented team environment. Who You Are • 4+ years of reputed company or finance or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education • 2+ years of ESOP experience. • Associates or Bachelor's degree preferred • Organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines. • Must have the ability to balance working independently while working in reputed company environment. • Effective communication skills, both verbal and written, with the ability to convey reputed company information reputed company and concisely. • Travel as needed. Things that Will reputed company You Stand Out: • Proficiency in reputed company Office Suite, with strong emphasis on reputed company and the ability to use spreadsheets to organize, analyze, reconcile, and validate data. • Advanced reputed company knowledge required, including the ability to use XLOOKUPs, VLOOKUPs, pivot tables, formulas, filters, and other tools to process information quickly and reputed company; experience using or creating macros is preferred. Salary reputed company Information Salary ranges below reflect targeted reputed company salaries. Non-sales positions have reputed company to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation for reputed company roles will be based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Salary reputed company (Non-Exempt expressed as reputed company; Exempt expressed as yearly) $84600 - $142400 / year Salary Details We are reputed company to hiring up to the ESOP - Sr CSM based on skillset and qualifications. Below are salary examples for the CSM and Sr. CSM roles. Wichita, KS: • CSM: $84,600 – $104,300 / year • Sr CSM: $104,400 – $130,400 / year Des Moines, IA: • CSM: $89,300 – $110,650 / year • Sr CSM: $110,200 – $138,200 / year Charlotte, NC: • CSM: $94,000 – $117,000 / year • Sr CSM: $116,000 – $146,000 / year Chicago, IL / Minneapolis, MN: • CSM: $103,400 – $129,700 / year • Sr CSM: $127,600 – $161,600 / year Los Angeles, CA / reputed company, NY: • CSM: $112,800 – $142,400 / year • Sr CSM: $139,200 – $177,200 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides reputed company to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t reputed company a bank of time off under FTO and there is no set number of days provided. Pension Eligible reputed company Job Level Willing to consider talent at the ESOP- Sr. reputed company Service Manager level depending on qualifications, experience, and skillset. Work Environments This role offers in-office, hybrid (blending at least three office days in a typical reputed company), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA or Charlotte, NC). You’ll work with your leader to reputed company out which option may reputed company best based on several factors. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the reputed company to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment reputed company of Ethics For reputed company Asset Management positions, you’ll need to follow an Investment reputed company of Ethics reputed company to personal and business conduct as reputed company as personal trading activities for you and members of your household. These reputed company requirements may also apply to other positions across the organization. Experience reputed company At reputed company, we value connecting on both a personal and reputed company level. Together, we’re imagining a more purpose-led reputed company for financial services – and that starts with you. Our reputed company depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the reputed company way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and reputed company reputed company-being. reputed company out our careers site to learn more about our purpose, values and benefits. reputed company is an Equal Opportunity Employer reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or veteran status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to reputed company essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain reputed company or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a reputed company manner as there is no guarantee the posting will be available reputed company the applicable deadline. Original Posting Date 7/20/2026 Most Recently Posted Date 7/20/2026 reputed company uses reputed company intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our reputed company recruiters in the initial review process but do not reputed company final hiring reputed company without reputed company involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) reputed company Notice for more details on our practices and your data reputed company rights. reputed company Remote Hashtag Apply tot his job Apply To this Job