New Business Consultant

Job Description

Job Description

Description:

New Business Consultant

REMOTE • 401(k) and Pension

Where Technical Expertise Meets Purpose-Driven Impact

Use your retirement plan 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 retirement 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 plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.

That’s Where You Come in as a New Business Consultant

As a New Business Consultant, you’ll be an ambassador of Blue Ridge Associates to welcome and onboard new clients. You will work closely with client partners and trusted advisors to successfully coordinate the onboarding process, partner with the Sales team to build strong relationships with our partners and ensure exceptional and timely service every step of the way.

Job Overview:

A New Business Consultant is primarily responsible for supporting the sales department and onboarding new clients. This position reports to our Director. Excellent customer service, an ability to complete workload in a timely manner, sales and marketing skills, and a commitment to professional development are critical aspects to success in this position.

Your Responsibilities Include:

Client Onboarding & Plan Conversions

• Coordinate onboarding for new 401(k), profit sharing, defined contribution, and ESOP clients as assigned.
• Gather required data and set up new clients in internal systems.
• Ensure a smooth handoff from Sales to Onboarding to Plan Administration team.
• Partner with advisors, CPAs, recordkeepers, and investment companies to execute onboarding tasks.
• Monitor onboarding timelines, proactively addressing delays, risks, or missing information.
• Coordinate investment company conversions for existing clients.
• Serve as a resource to internal teams on sold business and onboarding requirements.

Document Preparation & Compliance

• Prepare, review, and deliver plan documents, amendments, and restatements.
• Ensure compliance with IRS, DOL, ERISA, and SECURE/SECURE 2.0 requirements.
• Collaborate with internal technical experts on regulatory updates and document changes.
• Monitor status of document work and proactively address delays or risks.
• Review complex or customized plan provisions with accuracy and clarity.

Sales Support & Relationship Development

• Welcome new clients and referral sources, reinforcing Blue Ridge’s value and service model.
• Prepare service agreements for prospective clients and partners.
• Support the Sales team by maintaining strong relationships with advisors, CPAs, wholesalers, and other referral partners.
• Assist in developing new referral sources and representing Blue Ridge well in all interactions.
• Participate in client and advisor discussions to support onboarding and document needs.

Process Execution & Continuous Improvement

• Follow established workflows to ensure consistency, quality, and compliance.
• Identify opportunities to improve processes, tools, and client experience.
• Participate in working groups to enhance internal systems and service delivery.
• Utilize PensionPro, FT William (FTW), and other internal platforms to manage onboarding and document tasks.
• Contribute to company-wide initiatives that strengthen Blue Ridge’s work product and operational efficiency.

Client Service & Consulting

• Provide timely, professional communication to clients, advisors, and internal partners.
• Stay current on retirement plan rules, regulations, and industry trends through research, training, and continuing education.
• Maintain a high standard of customer service, accuracy, and responsiveness.

Perform other tasks as assigned

What We’re Looking for in a New Business Consultant

We’re seeking professionals who bring technical knowledge, strong client service skills, and a commitment to continuous learning. You take pride in the details because you know your work has a lasting impact on people’s financial well-being.

Requirements:

• 3–5+ years of experience in retirement plan administration (TPA experience required)
• Strong knowledge of 401(k) plan design and compliance requirements
• Experience reviewing a variety of documents, including complex and customized plan documents
• Knowledge of onboarding processes
• Strong organizational and time management skills
• High attention to detail and accuracy
• Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection.

Preferred

• QKA, QKC, or other ASPPA credentials (or progress toward certification)
• Experience with FT William document software
• Experience working with various recordkeeping platforms

Why You’ll Love Working Here as a New Business 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 with company contribution
• Generous PTO for parental leave, vacation, and holiday time
• Support for certifications, association dues, and professional development
• A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

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