Senior ESOP Strategy Consultant

About the role

A Senior ESOP Strategy Consultant at Blue Ridge Associates provides forecasts and recommendations in the operation of ESOPs. This role involves preparing ESOP repurchase obligation studies, reviewing results with clients, and consulting on managing repurchase obligation solutions. Additionally, the consultant may assist with new ESOP pre-transaction consulting and plan re-engineering, attend proposal meetings and calls with prospects, participate in internal and external speaking opportunities, and write articles for publication.

Requirements

• Excellent written/oral communication, organization, and client service skills
• Strong time management skills
• Self-motivated and detail oriented
• Ability to work independently and set priorities with minimal supervision while effectively managing a large project list
• Advanced knowledge of Microsoft Excel
• Maintain professional working relationships with internal and external clients
• Interpret ESOP legal documents

Skills/Abilities

• Excellent written/oral communication, organization, and client service skills required
• Strong time management skills
• Self-motivated and detail oriented
• Ability to work independently and set priorities with minimal supervision while effectively managing a large project list
• Advanced knowledge of Microsoft Excel

Education And Experience

• Bachelor's degree
• 10+ years retirement industry experience with strong background in ESOP knowledge
• Obtain CPA, QKA, QPA, or equivalent certification

Benefits

• 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

Pay

The annual base salary range for this position is $95,000 - $145,000. This range represents the anticipated pay for this role across multiple U.S. labor markets and is intended as a general guideline. Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations.

Schedule

Remote-first work culture with in-office options (VA, MD, OH, CA, MN)