ESOP Administration Consultant

Blue Ridge Associates; Des Moines (IA); Remote; USD 60,000 - 115,000; Full time

Benefits offered by this job

Remote-first work culture

Competitive salary

Comprehensive benefits

401(k) with company match

Generous PTO

Job summary

A leading financial consulting firm seeking an ESOP Administration Consultant in Des Moines, Iowa. This role involves managing client relationships and ensuring compliance for ESOP plans. Candidates should have over 4 years of experience and a Bachelor’s degree in a related field. The company offers a remote-first work culture, competitive salary, and extensive benefits, along with support for professional growth. Join a team dedicated to making a significant impact on clients' financial futures.

Qualifications

• 4+ years of direct ESOP administration experience.
• Bachelor’s degree in a relevant field.
• Advanced Excel proficiency & comfort with Microsoft Word.
• Ability to manage complex caseloads and work independently.

Responsibilities

• Managing end-to-end client engagements.
• Performing compliance testing and regulatory reporting.
• Identifying and solving technical plan issues.
• Collaborating with internal teams for seamless service.

Skills

ESOP administration experience

Advanced Excel proficiency

Excellent communication skills

Time management

Problem-solving

Education

Bachelor’s degree in Accounting, Finance, Economics, Math

Job description

Job Type

Full-time

Where Technical Expertise Meets Purpose-Driven Impact

Use your ESOP knowledge to help employees across the country build financial independence. At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.

Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for retirement plan professionals and sponsors to provide wealth‑building benefits to business owners and their employees.

That’s Where You Come in as an ESOP Administration Consultant

You will be a key resource to clients navigating the complex (and highly important) world of employee ownership (ESOPs). You’ll manage the full cycle of ESOP plan administration and build long‑term, trusted relationships.

Your Responsibilities

• Managing end-to-end client engagements
• Performing compliance testing, including 409(p), recordkeeping, distributions, and regulatory reporting
• Identifying and solving technical plan issues
• Collaborating with internal teams and client contacts to ensure seamless service

Requirements

What we’re looking for in an ESOP Administration Consultant: experienced professionals who bring both technical know-how about ESOPs and a heart for service. You take pride in getting the details right — because your work impacts real people and their future.

• 4+ years of direct ESOP administration experience
• Bachelor’s degree in Accounting, Finance, Economics, Math, or a related field
• Advanced Excel proficiency & comfort with Microsoft Word
• Excellent communication, time management, and problem‑solving skills
• Ability to manage complex caseloads and work independently
• Flexibility to work extended hours during peak periods

Preferred Skills

• Working toward QKA or QPA certification

Experience With Other Plan Types (401(k), DB, CB, etc.)

(Optional) Experience with other plan types is a plus.

Why You’ll Love Working Here as an ESOP Administration 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, IL, 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

Our Values

• 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.

This is more than a job. It’s your chance to create lasting impact — for your career, for your clients, and for the people whose futures you work to shape every day.

Apply now and make a career out of making a difference!

Blue Ridge is committed to equal pay and pay transparency.

We are currently hiring for both ESOP Administration Consultant I and ESOP Administration Consultant II levels. The annual base salary range is $60,000 - $115,000.

Equal Opportunity Employer

Must be authorized to work in the US.

Salary Description: $60,000 - $115,000