Remote-First Senior ESOP Strategy Consultant

Blue Ridge; Northern (KY); Hybrid; USD 95,000 - 145,000; Full time

Benefits offered by this job

Remote-first culture

Competitive salary & benefits

401(k) with company match

HSA contribution

Generous PTO

Support for certifications

Job summary

Blue Ridge Associates seeks a Senior ESOP Strategy Consultant to forecast and advise on ESOP operations for client companies. You will prepare repurchase obligation studies, discuss assumptions with clients, and help optimize repurchase strategies.

The role includes pre-transaction consulting support, attending proposal meetings, presenting at client webinars, and contributing articles for publication in a remote-first, growth-focused environment.

Qualifications

• Excellent written and oral communication, organization, and client service required.
• 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.

Responsibilities

• Prepare ESOP repurchase obligation studies: discuss assumptions, review results with client, and provide consulting on managing repurchase obligation solutions.
• Assist with new ESOP pre-transaction consulting and plan re-engineering.
• Attend proposal meetings and calls with prospects with Business Development Team.
• Participate in internal/external speaking opportunities (training sessions, client webinars, ESOP conferences).
• Write articles for publication.

Skills

Communication skills

Independent work

Project management

Excel

Client relationship

Education

10+ years retirement industry experience

CPA / QKA / QPA or equivalent

Tools

Excel

Job description

Blue Ridge Associates seeks a Senior ESOP Strategy Consultant to forecast and advise on ESOP operations for client companies. You will prepare repurchase obligation studies, discuss assumptions with clients, and help optimize repurchase strategies.

The role includes pre-transaction consulting support, attending proposal meetings, presenting at client webinars, and contributing articles for publication in a remote-first, growth-focused environment.