Senior ESOP Administration Consultant

Company: Transition Finance Strategies LLC
Location: Appleton
Posted on: February 16, 2026

Job Description:

Job Description Job Description 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! Blue Ridge is committed to equal pay and pay transparency. We are currently open to hiring at both the Senior ESOP Administration Consultant I and Senior ESOP Administration Consultant II levels. As this job posting spans multiple levels, the listed pay range reflects the full scope of potential qualifications. The annual base salary range for this position is $80,000 - $145,000. 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.

Keywords: Transition Finance Strategies LLC, Wauwatosa , Senior ESOP Administration Consultant, Accounting, Auditing , Appleton, Wisconsin