Senior ESOP Communication Consultant

Job Type

Full-time

Description

Where Communication 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 a Senior ESOP Communication Consultant

The Senior ESOP Communication Consultant is responsible for developing and delivering advanced communication strategies, materials, and education for clients with Employee Stock Ownership Plans (ESOPs). This role provides leadership on complex client engagements, creates high-quality communication tools, and delivers presentations both virtually and on-site.

The Senior Consultant serves as a subject matter resource for clients, mentors junior communication team members, and collaborates cross-functionally to ensure clarity, accuracy, and engagement in all ESOP communications. This role requires strong public speaking skills, strategic thinking, creativity, and a passion for employee ownership.

Essential Functions

Client Communication & Education

• Serve as a lead presenter for ESOP educational sessions, delivering in-depth content to diverse employee groups both virtually and in person.

• Consult with clients to understand cultural, demographic, and communication needs and develop appropriate communication approaches.

• Facilitate workshops, interactive learning activities, webinars, and employee ownership events to employees, managers, executive leadership, and Board members

Content Creation & Material Development

• Lead the development of custom, high quality communication materials including presentations, handouts, videos, learning tools, and digital/print assets.

• Oversee and enhance communication toolkits for recurring client use.

• Contribute advanced content to ESOP Blue Ribbon (subscription platform) including articles, training modules, and multimedia resources.

• Ensure all materials communicate ESOP and ownership concepts with clarity and accuracy.

Client Management & Strategy Support

• Manage communication components of complex client engagements with minimal oversight.

• Assist in developing comprehensive client communication plans in collaboration with the Vice President.

• Identify and recommend improvements to client communication strategies based on best practices in employee engagement and ESOP education.

• Provide ongoing consultation to clients regarding messaging, visuals, delivery methods, and employee ownership culture development.

Team & Cross Functional Collaboration

• Mentor, train, and support ESOP Communication Consultant I and II team members.

• Collaborate closely with internal departments-including marketing, IT, HR, and ESOP administration-to ensure consistent messaging and seamless client service.

• Support leadership in enhancing departmental processes, templates, and quality standards.

Promotion & Industry Engagement

• Represent Blue Ridge Associates at conferences, webinars, and industry events.

• Contribute to articles, thought leadership, and business development opportunities related to ESOP communication services.

• Assist the VP in demonstrating the value of communication services to prospective clients.

Other Duties

• Support clients in planning and executing Employee Ownership Month celebrations, annual meetings, and employee engagement events.

• Collaborate with internal and client-based employee committees to strengthen in house ESOP communication capability.

• Assist with process improvements that increase accuracy, efficiency, and documentation…