ESOP Administration Consultant

Description

Where Technical 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 an ESOP Administration Consultant

You will be a key resource to clients navigating the complex (and highly important) world of employee ownership (ESOPs). You’ll manage the full cycle of ESOP plan administration and build long-term, trusted relationships.

Your responsibilities include:

· Managing end-to-end client engagements

· Performing compliance testing, including 409(p), recordkeeping, distributions, and regulatory reporting

· Identifying and solving technical plan issues

· Collaborating with internal teams and client contacts to ensure seamless service

Requirements

What We’re Looking for in an ESOP Administration Consultant

We’re seeking experienced professionals who bring both technical know-how about ESOPs and a heart for service. You take pride in getting the details right — because your work impacts real people and their future.

Requirements:

· 4+ years of direct ESOP administration experience

· Bachelor’s degree in Accounting, Finance, Economics, Math, or a related field

· Advanced Excel proficiency & comfort with Microsoft Word

· Excellent communication, time management, and problem-solving skills

· Ability to manage complex caseloads and work independently

· Flexibility to work extended hours during peak periods

Preferred Skills:

Working toward QKA or QPA certification

Experience with other plan types (401(k), DB, CB, etc.)

Why You’ll Love Working Here as an ESOP Administration 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, IL, 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.

We are currently hiring for both ESOP Administration Consultant I and ESOP Administration Consultant II levels. Because this job posting encompasses multiple levels of the role, the pay range reflects the broader scope of potential qualifications.

The annual base salary range for this position is $60,000 - $115,000. 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.