Senior ESOP Communication Consultant

Essential Functions

• Client Communication & Education
• Serve as a lead presenter for ESOP educational sessions, delivering in-depth content to diverse employee groups both virtually and in person.
• Consult with clients to understand cultural, demographic, and communication needs and develop appropriate communication approaches.
• Facilitate workshops, interactive learning activities, webinars, and employee ownership events to employees, managers, executive leadership, and Board members
• Content Creation & Material Development
• Lead the development of custom, high quality communication materials including presentations, handouts, videos, learning tools, and digital/print assets.
• Oversight and enhancement of communication toolkits for recurring client use.
• Contribute advanced content to ESOP Blue Ribbon (subscription platform) including articles, training modules, and multimedia resources.
• Ensure all materials communicate ESOP and ownership concepts with clarity and accuracy.
• Client Management & Strategy Support
• Manage communication components of complex client engagements with minimal oversight.
• Aid in the development of comprehensive client communication plans in collaboration with the Vice President.
• Identify and recommend improvements to client communication strategies based on best practices in employee engagement and ESOP education.
• Provide ongoing consultation to clients regarding messaging, visuals, delivery methods, and employee ownership culture development.
• Team & Cross Functional Collaboration
• Mentor, train, and support ESOP Communication Consultant I and II team members.
• Collaborate closely with internal departments—including marketing, IT, HR, and ESOP administration—to ensure consistent messaging and seamless client service.
• Support leadership in enhancing departmental processes, templates, and quality standards.

Promotion & Industry Engagement

• Represent Blue Ridge Associates at conferences, webinars, and industry events.
• Contribute to articles, thought leadership, and business development opportunities related to ESOP communication services.
• Assist the VP in demonstrating the value of communication services to prospective clients.

Other Duties

• Support clients in planning and executing Employee Ownership Month celebrations, annual meetings, and employee engagement events.
• Collaborate with internal and client-based employee committees to strengthen in-house ESOP communication capability.
• Assist with process improvements that increase accuracy, efficiency, and documentation standards.
• Perform other duties as assigned by the Vice President or executive team.

Skills/Abilities

• Strong capability to navigate ESOP environments, including governance expectations, employee ownership principles, and plan operations.
• Skilled at guiding organizations through transitions, applying effective change management practices, and communicating in ways that build understanding and adoption.
• Experienced in coaching individuals and teams, supporting development, and improving performance through clear guidance and structured feedback.
• Solid financial acumen with the ability to interpret data, explain financial concepts to non-financial audiences, and support informed decision-making.
• Exceptional written and verbal communication, with the ability to engage large and diverse employee audiences.
• Strong public speaking and facilitation skills; confidence presenting complex ESOP information clearly.
• Strategic thinker with the ability to develop high-quality presentations and communication materials with strong attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with design tools such as Canva or Publisher.
• Strong project management capabilities with the ability to manage multiple engagements and deadlines.
• Understanding of ESOPs, qualified benefit plans, and employee ownership culture.
• Familiarity with digital marketing, content creation, basic video editing, and modern communication methods preferred.
• Self-starter, highly organized, and able to work independently and collaboratively.
• Spanish fluency a plus, but not required.

Education/Experience

• Bachelor’s degree in Business, Communications, Marketing, Human Resources, or related field—or equivalent combination of education and experience.
• 3–7 years of professional experience in communication, training, public speaking, employee engagement, or related roles.
• Experience delivering presentations, workshops, or educational content required.
• Experience developing communication materials for diverse audiences.
• Prior exposure to ESOPs or qualified benefit plans required
• Experience with digital and print marketing or video editing tools is a plus.

Supervisory Responsibility

• No direct reports; however, this role provides mentorship, guidance, and training to junior ESOP communication consultants.
• May lead project teams or oversee components of larger client engagements.

Travel

• Travel to client locations will be required, including occasional overnight stays.
• Travel may involve presentations, training sessions, and other ESOP-related activities.

Why You’ll Love Working Here as a Senior ESOP Communication Consultant

• You’ll join a company that works hard and supports one another — while doing work that truly matters.
• We offer:
• Remote-first work culture with in-office options (VA, MD, OH, CA, MN)
• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA with contribution
• Generous PTO for parental leave, vacation and holiday time
• Support for certifications, association dues, and professional growth
• Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference

Join Us as We Build Wealth for Generations

• To get there, we live by our values every day:
• Precision – Accurate records, timely and error-free service.
• Efficacy – We ensure compliance, support communication, and guide participants toward retirement readiness.
• Advocacy – We champion regulatory and legislative change that benefits employers and employees.
• Collaboration – Trusted partners to clients, advisors, and teammates alike.
• Excellence – We bring personalized, proactive, high-touch service to everything we do.

Equal Opportunity Employer

• Must be authorized to work in the US.