ESOP Client Advisor

Do you have professional experience with employee stock ownership plans (ESOPs)? Do you thrive in a consultative role, positioning yourself as a trusted advisor to C‑suite teams across a range of industries?

Our nationally-recognized ESOP investment banking practice is seeking an experienced professional to join our Client Service team. In this role, you will serve as a primary, post-transaction point of contact for our clients. You will maintain frequent communication with employee-owned companies nationwide as they launch and grow their ESOPs.

The ideal candidate should already understand the core elements of ESOPs and possess a demonstrated track record of anticipating opportunities, triaging issues, and aligning internal and external resources to meet client needs. Business consulting, accounting, and/or ESOP management experience is strongly preferred.

• Serve as the primary point of contact for clients following an ESOP formation.
• Monitor plan implementation and ongoing management, providing guidance on best practices and connecting clients with appropriate internal and external resources.
• Anticipate and resolve issues efficiently.
• Collaborate closely with transaction teams and other internal resources to deliver an exceptional client experience.
• Proactively identify opportunities where CSG can provide additional support.

• Maintain consistent communication with a portfolio of clients while tracking key ESOP lifecycle events.
• Provide foundational guidance to employee-owned company management and accounting teams related to ESOP communications, financial and compliance activities, and governance.
• Develop formal client resources and management protocols.
• Introduce CSG resources for financial analysis and investment banking advisory services, as appropriate.
• Build and maintain strong relationships with outside advisors, including ESOP trustees, TPAs, and legal counsel.
• Travel periodically for on-site client meetings.
• Represent CSG at selected ESOP industry events.

CSG Partners is an equal opportunity employer.