IA Licensed Senior ESOP Consultant

Posted yesterday

virtual vocationsDenver (CO)

Business Operations Specialists, All OtherOther Management Consulting Services

SENIORITY

Senior

About the role

Providing expert consulting services, the full-time IA Licensed Senior ESOP Consultant will prepare ESOP repurchase obligation studies, assist with pre-transaction consulting, and engage in business development activities, all while working remotely. Key responsibilities Prepare and discuss ESOP repurchase obligation studies with clients, reviewing assumptions and results Assist with new ESOP pre-transaction consulting and plan re-engineering efforts Support business development by attending proposal meetings and participating in speaking opportunities Required qualifications Bachelor's degree 10+ years of experience in the retirement industry with a strong background in ESOPs Certification as a CPA, QKA, QPA, or equivalent Advanced knowledge of Microsoft Excel Ability to interpret ESOP legal documents

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.