Senior Strategist (Full-Time)

Build your career while helping people build a stronger financial future.
We help companies provide retirement and employee ownership benefits that give people the opportunity to build wealth, plan for the future, and take greater ownership of their financial lives.
Through Employee Stock Ownership Plan (ESOP) Administration and Retirement Plan Services (RPS), we combine deep technical expertise with a genuine commitment to our clients and the people they serve. Our team supports companies across the country with complex retirement plan administration, compliance, and consulting services—helping make these important benefits work better for employers and their employees.
We’re a team of professionals who value collaboration, expertise, continuous improvement, and doing work that matters. Whether working remotely or from one of our offices, our employees work together to solve complex problems, support our clients, and make a difference in the financial futures of millions of participants.
Full-time
Blue Ridge Associates is a leading professional services firm specializing in third-party administration of Employee Stock Ownership Plans (ESOPs) and retirement plans, including 401(k), 403(b), cash balance, pension, and other qualified retirement plans.
and Baxter, MN, as well as remote locations.
At Blue Ridge, you’ll have the opportunity to build your expertise, collaborate with talented professionals, and be part of a growing organization whose work helps people build financial security and share in the success of the companies they work for.
Senior ESOP Strategy Consultant
That’s Where You Come in as a Senior ESOP Strategy Consultant services our clients by providing forecasts and recommendations in the operation of their ESOP.
The Strategy Consultant May Also
Participate in internal and external speaking opportunities (internal training sessions, client webinars, and ESOP conferences)
Ability to work independently and set priorities with minimal supervision while effectively managing a large project list.
Advanced knowledge of Microsoft Excel
Interpret ESOP legal documents
Bachelor's degree

• 10+ years retirement industry experience with strong background in ESOP knowledge
• Why You’ll Love Working Here as a Senior ESOP Strategy Consultant

Remote-first work culture with in-office options (VA, MD, OH, CA, MN)

• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• Generous PTO for parental leave, vacation and holiday time
• Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference

We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
Efficacy – We ensure compliance, support communication, and guide participants toward retirement readiness.
Advocacy – We champion regulatory and legislative change that benefits employers and employees.
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.