ESOP, Senior Attorney (*REMOTE*)

Chicago, IL 60606 | Fully Remote

Posted: 01/14/2022 Industry: Employee Benefits & Retirement Services Job Number: 9.8 1 KEF Pay Rate: $150,000 - $250,000 Experience: Senior

Job Description

Senior Corporate Counsel, ESOP Plans (*REMOTE*)

This position can be located ANYWHERE in the U.S.


This role will require extensive ERISA/ESOP expertise in addition to M&A/Investment Banking experience.  Candidates will need to be heavily experienced in drafting plan docs, structuring transactions, negotiating sales and handling all transactional documents (promissory notes, loans, etc.). Assist marketing team in structuring ESOP purchase transactions and advise on all ERISA and ESOP matters.  Will act as in-house subject matter expert supporting a team of sales & marketing professionals.




Job Requirements

Senior Corporate Counsel, ESOP Plans (*REMOTE*)


  • Candidate MUST have 5+ years experience working with ESOP plans in high volume (structuring, negotiating, plan documents, etc.)
  • Investment Banking, Tax and ESOP/ERISA experience.
  • Strong background in plan drafting, mergers & acquisitions, consulting. 







Meet Your Recruiter

Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

HOBBIES: Golf, travel, stained glass, mosaics, volunteering, cooking, active with church.

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