Senior ESOP Strategy Consultant

Apply Job Type Full-time Description Where 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 are proud to be nationally ranked among the top two providers of ESOP recordkeeping and administration services and among the top three providers of retirement plan administration and consulting services, which includes 401(k), defined benefit (DB), cash balance (CB), and other qualified retirement plans. 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 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. 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 Education and Experience Bachelor's degree 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. Apply now and make a career out of making a difference! 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. Equal Opportunity Employer Must be authorized to work in the US. Salary Description $95,000 - $145,000