Senior ESOP Strategy Consultant

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.

Full-time

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 services our clients by providing forecasts and recommendations in the operation of their ESOP.

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

• 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

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

You’ll join a company that works hard and supports one another — while doing work that truly matters.

• 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…