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

Where Technical Expertise Meets Purpose-Driven Impact

Build your career while helping people build a stronger financial future.

At Blue Ridge Associates, the work we do has a meaningful impact. We help companies provide retirement and employee ownership benefits that give people the opportunity to build wealth, plan for the future, and take greater ownership of their financial lives.

Through Employee Stock Ownership Plan (ESOP) Administration and Retirement Plan Services (RPS), we combine deep technical expertise with a genuine commitment to our clients and the people they serve. Our team supports companies across the country with complex retirement plan administration, compliance, and consulting services—helping make these important benefits work better for employers and their employees.

What makes Blue Ridge special is our people. We’re a team of professionals who value collaboration, expertise, continuous improvement, and doing work that matters. Whether working remotely or from one of our offices, our employees work together to solve complex problems, support our clients, and make a difference in the financial futures of millions of participants.

About Blue Ridge Associates

Blue Ridge Associates is a leading professional services firm specializing in third-party administration of Employee Stock Ownership Plans (ESOPs) and retirement plans, including 401(k), 403(b), cash balance, pension, and other qualified retirement plans.

Our client base spans the country, while our teams are located internationally across seven offices in the United States and two offices abroad, including Charlottesville, VA; Columbia, MD; Columbus, OH; Monrovia, CA; Riverside, CA; Maple Grove, MN; and Baxter, MN, as well as remote locations.

At Blue Ridge, you’ll have the opportunity to build your expertise, collaborate with talented professionals, and be part of a growing organization whose work helps people build financial security and share in the success of the companies they work for.

That’s Where You Come in as a Senior ESOP Strategy Consultant

A Senior ESOP Strategy Consultant services our clients by providing forecasts and recommendations in the operation of their ESOP.

Essential Functions and Responsibilities:

The primary role for this position is the preparation of ESOP repurchase obligation studies, which includes:

• Discussing assumptions used in the study
• Reviewing results with client
• Providing consulting on managing repurchase obligation solutions

The Strategy Consultant may also:

• Assist with new ESOP pre-transaction consulting and plan re-engineering.
• Assist the Business Development Team – attending proposal meetings and calls with prospects
• Participate in internal and external speaking opportunities (internal training sessions, client webinars, and ESOP conferences)
• Write articles for publication

Requirements

Skills/Abilities

• Excellent written/oral communication, organization, and client service skills 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.

Education and Experience

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

Why You’ll Love Working Here as a Senior ESOP Strategy 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

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

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.

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.

Blue Ridge is committed to equal pay and pay transparency.

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.