We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOPs) and 401(k) Plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA and Maple Grove, MN, although our client base is nationwide. We are one of the top 2 companies that provide ESOP recordkeeping and administration services in the country, and we continue to grow our retirement services business (401(k), DB, CB, etc). We are seeking sharp, detail-oriented, dedicated individuals to join our team.

We are hiring a Senior ESOP Strategy Consultant

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

This role can be fully remote, or you can choose to work in one of our offices: Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL or Maple Grove, MN.

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 

• 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 
• 6+ years retirement industry experience with strong background in ESOP knowledge
• Possess or working towards CPA, QKA, QPA, or equivalent certification is highly desirable

Work Environment 

Available to work overtime to cover peak workloads and other business needs

Travel 

Must be able to travel as needed (less than 10%)

Benefits:

We offer challenging work, a competitive salary, and an outstanding opportunity for career growth for the right candidate. Our comprehensive benefits package includes Medical, Dental, Vision, Life & AD&D, Disability, FSA, HSA with company contribution, 401(k) with company match, parental leave, paid time off and education/association dues assistance.

We work hard, but we also have fun. As a Blue Ridge Associates employee, you will be a part of a company that supports charitable activities through fundraising and volunteer work. You'll enjoy quarterly virtual Happy Hours, Monthly Birthday Celebrations and Annual Social gatherings where we celebrate our successes. You'll have opportunities to shine by joining one of our committees or by volunteering for a special project that calls your name. 

Come join us!

Don't miss this opportunity to become a part of our dynamic organization!

Equal Opportunity Employer

Must be authorized to work in the US.