Teams at ESOP Partners

Administers and ensures compliance for Employee Stock Ownership Plans, including participant eligibility, allocations, vesting, diversification, distributions, trust activity, regulatory filings, and compliance testing. Serves as the primary client contact, provides ESOP consulting, reviews valuation and accounting information, prepares participant communications, mentors junior staff, supports software improvements, and maintains quality control across multiple client engagements.

Leads the ESOP Services team by coaching employees, managing workflow and capacity, coordinating client-service projects, monitoring schedules, budgets, utilization, profitability, and delivery risks, and improving onboarding, training, documentation, quality, and operational processes. Partners with Finance, Sales, HR, and leadership to align staffing and delivery priorities while ensuring accurate, timely, and profitable client work.

Owns the full consultative sales cycle for ESOP feasibility studies, from lead generation and qualification through closing. Develops new business with small to mid-market business owners, builds referral and client relationships, analyzes financial statements, creates proposals, manages lengthy sales cycles, and maintains CRM documentation. The role also supports account growth, market intelligence, networking, and strategic business development, with required travel from the Appleton, Wisconsin office.