Senior ESOP Administration Consultant
full-time•Appleton
About this role
Description
Where Technical Expertise Meets Purpose-Driven Impact
Use your ESOP expertise 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 to take ownership of their financial futures.
We’re proud to be one of the top ESOP administration firms in the nation, serving a wide range of businesses that believe in sharing success with their people.
Whether remote or based in one of our seven offices across the country, our team works together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.
About Blue Ridge Associates
We are a professional services firm providing third-party retirement plan administration services to companies that sponsor ESOPs, 401(k), and other qualified retirement plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA, and Maple Grove, MN — but our clients span the country. We are one of the top two firms nationwide for ESOP recordkeeping and administration, and we continue to expand our services in 401(k), defined benefit, and cash balance plans.
That’s Where You Come in as a Senior ESOP Administration Consultant
Blue Ridge Associates is seeking a Senior ESOP Administration Consultant to manage complex plan engagements and serve as a technical expert and trusted resource for both clients and teammates.
As a Senior Consultant, you will be primarily responsible for:
- Administering a caseload of complex ESOP clients
- Managing all aspects of plan administration including compliance testing (e.g., 409(p)), allocations, distributions, and recordkeeping
- Preparing and reviewing government filings (e.g., Form 5500)
- Serving as the main point of contact for client communication
- Reviewing plan documents and resolving technical questions
- Supporting and mentoring junior team members
- Participating in special projects or initiatives as needed
What We’re Looking for in a Senior ESOP Administration Consultant
The ideal candidate will be:
- Experienced in ESOP administration and compliance
- Technically proficient and detail-oriented
- Self-motivated with the ability to manage a full caseload independently
- Skilled at building strong client relationships
- Comfortable working in a fast-paced, collaborative environment
Requirements
Requirements
- Bachelor’s degree required (Accounting, Finance, Math, or Economics preferred)
- 10+ years of experience working specifically with ESOPs
- Strong knowledge of ESOP-related compliance testing, including 409(p)
- Experience in plan review and technical interpretation
- QPA or QKA certification preferred or in progress
- Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word
- Excellent communication, time management, and problem-solving skills
- Ability to work more than 40 hours per week during peak times
Why You’ll Love Working Here as a Senior ESOP Administration Consultant
You’ll join a company that values hard work, supports each other, and believes in doing work that matters.
We offer:
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
- 401(k) with company match + HSA/FSA with company contribution
- Generous PTO for vacation, holidays, and parental leave
- Support for professional development, certifications, and association dues
- A collaborative and inclusive company culture: virtual happy hours, birthday celebrations, and annual gatherings
- Employee-led committees and opportunities to participate in charitable initiatives and internal projects
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.
We live by our values every day:
- Precision – Accurate records, timely and error-free service
- Efficacy – Ensuring compliance and guiding clients toward retirement readiness
- Advocacy – Supporting regulatory changes that benefit employers and employees
- Collaboration – Trusted partners to clients, advisors, and teammates
- Excellence – Proactive, personalized, high-touch service in all we do
This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.
Apply now and make a career out of making a difference!
Equal Opportunity Employer
Must be authorized to work in the US.
What you'll do
- The Senior ESOP Administration Consultant will manage complex plan engagements and serve as a technical expert for clients and teammates. Responsibilities include administering ESOP clients, managing compliance testing, preparing government filings, and mentoring junior team members.
About Blue Ridge Associates
We are the trusted partner for retirement plan professionals and sponsors. Serving clients since 1966, Blue Ridge is a leading provider of administration solutions for employer-sponsored, tax-advantaged equity compensation and savings benefit plans. Our highly skilled team members provide a full suite of technology-enabled compliance services. Our integrated, best-of-breed delivery model and established network of strategic distribution partners make it easy for employers to provide wealth-building benefits to employees.
Ready to join Blue Ridge Associates?
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Frequently Asked Questions
What does a Senior ESOP Administration Consultant do at Blue Ridge Associates?
As a Senior ESOP Administration Consultant at Blue Ridge Associates, you will: the Senior ESOP Administration Consultant will manage complex plan engagements and serve as a technical expert for clients and teammates. Responsibilities include administering ESOP clients, managing compliance testing, preparing government filings, and mentoring junior team members..
Is the Senior ESOP Administration Consultant position at Blue Ridge Associates remote?
The Senior ESOP Administration Consultant position at Blue Ridge Associates is based in Appleton, Wisconsin, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Senior ESOP Administration Consultant position at Blue Ridge Associates?
You can apply for the Senior ESOP Administration Consultant position at Blue Ridge Associatesdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.