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Plan Manager Jobs in Wisconsin (NOW HIRING)

Empower Retirement, LLC

WI · On-site

$87 - $123/hr

Experience in sales and/or wealth management preferred * Proficiency with investment planning tools and financial wellness platforms * Skilled in Microsoft Office (Word, Excel, PowerPoint) and ...

Warehouse Manager

Be Seen First

Parts and Service Manager

Waukesha, WI · On-site

$55K - $64K/yr

Oversee and plan for incoming shipments, returns, and outgoing equipment for service crews ... Manage daily warehouse activities including organization, safety, cleanliness, and layout ...

Press Ganey Associates LLC

WI · On-site

$145 - $215/hr

Press Ganey's Health Plan Consulting team partners with health plans and provider organizations to ... Manage engagement workstreams and ensure deliverables are completed on time and at the highest ...

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Showing results 41-60

All JobsPlan JobsPlan Manager JobsPlan Manager Jobs in Wisconsin

Plan Manager information

See Wisconsin salary details

$28.8K

$63.2K

$114.6K

How much do plan manager jobs pay per year?

As of Aug 20, 2026, the average yearly pay for plan manager in Wisconsin is $63,247.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,400.00 and $69,600.00 per year, depending on experience, location, and employer.

What is a plan manager?

Plan Managers are professionals who assist individuals, particularly those on the National Disability Insurance Scheme (NDIS) in Australia, with managing their funding and finances. They help handle the administrative tasks of paying service providers, tracking budgets, and ensuring compliance with NDIS guidelines. By working with a Plan Manager, participants can have greater choice and control over their supports without having to manage all the paperwork themselves. Plan Managers also provide financial reports and advice to help participants make the most of their funding.

How does a plan manager typically collaborate with other departments to ensure seamless execution of projects?

Plan Managers frequently work cross-functionally, coordinating with teams such as operations, finance, and project management to align timelines, resources, and deliverables. Effective communication and stakeholder management are key, as Plan Managers often facilitate meetings, share progress updates, and resolve any interdepartmental challenges. This collaborative approach helps ensure that project objectives are met on schedule and within budget, while also fostering a unified organizational effort.

What are the key skills and qualifications needed to thrive as a plan manager, and why are they important?

To thrive as a Plan Manager, you need strong organizational skills, financial acumen, and a solid understanding of compliance requirements, often supported by experience in administration or case management. Familiarity with plan management software, budgeting tools, and knowledge of relevant regulations (such as NDIS guidelines in Australia) is typically required. Excellent communication, problem-solving abilities, and attention to detail help build trust with clients and ensure accurate handling of funds. These skills are crucial for effectively managing client plans, ensuring compliance, and delivering high-quality support services.

What is the difference between Plan Manager vs Project Coordinator?

AspectPlan ManagerProject Coordinator
CredentialsTypically requires relevant industry certifications or experience in planning and managementOften requires basic project management or administrative certifications
Work EnvironmentWorks in planning, overseeing project timelines, budgets, and resourcesSupports project teams with scheduling, communication, and administrative tasks
Employer & Industry UsageCommon in construction, healthcare, and government sectorsUsed across various industries for supporting project execution

The main difference is that a Plan Manager focuses on strategic planning, resource allocation, and overseeing project progress, while a Project Coordinator handles day-to-day administrative tasks and supports project teams. The Plan Manager has a broader scope in project oversight, whereas the Project Coordinator is more involved in execution support.

What are the duties of a plan manager?

A plan manager is responsible for developing, implementing, and monitoring project or program plans to ensure objectives are met on time and within budget. They coordinate resources, communicate with stakeholders, and use project management tools to track progress and address issues. Strong organizational, communication, and leadership skills are essential for this role.

What can a plan manager do?

A plan manager oversees the administration and coordination of a specific plan, such as a superannuation or insurance plan. They handle tasks like managing compliance, processing claims, communicating with members, and ensuring the plan operates according to regulations, often using specialized software and requiring relevant certifications.

What are the most commonly searched types of Plan jobs in Wisconsin?

The most popular types of Plan jobs in Wisconsin are:

What cities in Wisconsin are hiring for Plan Manager jobs?

Cities in Wisconsin with the most Plan Manager job openings:

Plan Manager jobs near you
Infographic showing various Plan Manager job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, and 4% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $63,247 per year, or $30.4 per hour.

ESOP Retirement Plan Administrator - Assistant

ESOP Partners

Appleton, WI • On-site

Full-time

Re-posted 29 days ago

Job description

Assistant ESOP Administrator
DEPARTMENT: ESOP Services
SUPERVISOR: Client Services Manager
ESOP Partners, Inc. is a third-party administration and consulting firm dedicated to providing a liquid business transition solution for owners of closely held businesses through the establishment, maintenance, and sustainability of Employee Stock Ownership Plans (ESOPs). Our mission is to maximize the financial and cultural benefits of employee ownership by helping ESOP companies build strong, informed, and engaged employee ownership cultures.
We aspire to be nationally recognized as the leading ESOP firm in the country. We pursue this vision through our Core Values:
  • Seek to Understand - We identify the underlying reasons behind questions and actions and take ownership of continuous learning and improvement.
  • Manage Expectations - We proactively communicate clear, specific, and achievable objectives to create alignment and accountability.
  • Collaborate - We work together through constructive discussion and teamwork to achieve win-win outcomes.
  • Get Things Done - We prioritize, organize, and execute efficiently to deliver accurate and timely results.
  • Practice Professional Skepticism - We apply a questioning mindset to objectively analyze information for quality and accuracy.
  • Exhibit Mental Strength - We manage challenges with professionalism, resilience, and a solutions-oriented attitude.

POSITION SUMMARY
The Assistant ESOP Administrator supports client service and internal teams by performing key plan administration functions, including census reconciliation, eligibility determination, basic trust accounting, required reporting (1099-R and 945), recordkeeping distributions, and preparation of client mailings.
This role is responsible for delivering accurate, timely, and compliant work that meets established quality standards in a deadline-driven environment. Success requires strong attention to detail, accountability, effective prioritization, and a commitment to ongoing ESOP education and professional development to enhance expertise and client service.
POSITION DETAILS
Location: In-office position based in Appleton, Wisconsin
Position Type: Full-time | Exempt
Work Schedule: This role has a seasonal workload and requires the ability to work more than 45 hours per week during the peak period of January through May annually.
Experience Level: Entry Level
KEY ACCOUNTABILITIES
Essential duties include, but are not limited to:
  • Responsible for individual production results as well as contribution to busy season goals for the ESOP administration team.
  • Census data reconciliation.
  • Determines which employees have met plan eligibility provisions determined by the plan document.
  • Reports basic trust activities occurring within ESOP or accrued for the reporting period.
  • Responsible for preparing control list and other documents relating to the mailing of statements.
  • Responsible for documenting distributions, tracking forms received, and entering them into our proprietary software.
  • Responsible for following up on payment files.
  • Responsible for preparing the 1099Rs and 945 for ESOP clients.
  • May attend ESOP industry conferences, events, seminars, etc. to increase ESOP knowledge and skills.
  • Consistently perform all duties in alignment with ESOP Partners' Core Values

QUALIFICATIONS
Knowledge and Skills:
  • Demonstrates a strong desire to learn and develop ESOP knowledge by taking ownership of professional growth, applying feedback, and continuously improving.
  • Communicates proactively, clearly, and consistently with team members, administrators, and leadership to keep stakeholders informed of project status, deadlines, next steps, and potential obstacles.
  • Builds effective working relationships by adapting communication style to different audiences, remaining open to diverse perspectives, and collaborating respectfully with others.
  • Communicates professionally and respectfully in both verbal and written interactions with internal and external stakeholders.
  • Effectively utilizes Standard Operating Procedures (SOPs) and established processes to complete work accurately and consistently.
  • Manages multiple priorities by organizing work effectively, meeting deadlines, and adjusting priorities as business needs change.
  • Demonstrates strong proficiency in Microsoft Office applications, with an emphasis on Microsoft Excel.
  • Maintains a high level of organization and attention to detail to produce accurate, high-quality work.

Education and Experience:
  • Bachelor's degree in Math, Finance, Accounting, Economics, or a related field.
  • Will consider an applicant with an Associate degree along with demonstration of strong analytical skills and excellent Excel skills and/or relevant prior experience.
  • Experience with benefits administration or retirement plans is preferred.

PHYSICAL AND COGNITIVE REQUIREMENTS
  • Ability to sit for extended periods and work at a computer
  • Ability to analyze complex information and exercise sound judgment
  • Ability to maintain focus and accuracy in a deadline-driven environment

PERFORMANCEW EXPECTATIONS
Performance in this role will be evaluated based on:
  • Accuracy, quality and timeliness of work product
  • Accountability and ownership of production hours
  • Adherence to ESOP Partners' Core Values
  • Effectiveness of professional communication

Apply