Description & Requirements We are seeking an experienced and entrepreneurial professional to join our growing Employee Stock Ownership Plan (ESOP) practice as a Managing Director, ESOP Consulting & Administration.
This leadership role offers the opportunity to work closely with business owners, executive leadership teams, trustees, and boards of directors to design, implement, and administer ESOP solutions that support long-term business success and employee ownership strategies.
As a Managing Director, you will lead complex client engagements, provide strategic ESOP guidance, mentor professionals, and help drive the growth and expansion of our ESOP practice. The ideal candidate combines strong technical expertise with exceptional leadership, relationship management, and business development skills.
What You Will Do: - Lead ESOP feasibility studies, ownership transition strategies, and transaction planning engagements
- Serve as the primary advisor for key ESOP clients, delivering strategic guidance and an exceptional client experience
- Oversee ESOP transaction execution and coordinate activities among clients, trustees, lenders, legal counsel, valuation professionals, and internal engagement teams
- Direct ESOP administration services, including recordkeeping, participant allocations, compliance testing, and regulatory reporting
- Lead the preparation and review of repurchase obligation studies and long-term forecasting analyses
- Provide technical expertise related to ESOP regulations, ERISA requirements, and applicable tax laws
- Identify client challenges and develop practical, risk-balanced solutions that support client objectives
- Build, develop, and mentor high-performing teams while fostering a collaborative culture
- Collaborate across service lines to deliver integrated solutions and strengthen client relationships
- Support practice growth through business development activities, networking, thought leadership, referrals, and marketplace visibility
- Identify opportunities to expand services within existing client relationships and generate new business opportunities
- Contribute to strategic initiatives that enhance operational effectiveness, scalability, and service delivery
Minimum Qualifications: - Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related field
- 11+ years of progressive experience in ESOP consulting, administration, transaction advisory, valuation, or related employee benefits services
- Strong knowledge of ESOP regulations, ERISA requirements, and relevant tax laws
- Advanced Microsoft Excel skills, including complex financial modeling, formulas, macros, and data analysis
- Proven success leading client engagements and serving as a trusted business advisor
- Demonstrated experience coaching, mentoring, and developing professionals
- Strong business development and relationship management capabilities
- Exceptional written, verbal, presentation, and executive-level communication skills
- Ability to manage multiple priorities while delivering high-quality client service
- CPA, CEPA, CFA, ASA, or other relevant professional designation preferred
Preferred Qualifications - Demonstrated ability to build, grow, and scale a professional services practice
- Proven success developing new client relationships and generating revenue opportunities
- Strong leadership presence with the ability to influence and collaborate across multiple stakeholder groups
- Strategic mindset with a focus on innovation, continuous improvement, and results
- Commitment to talent development, mentorship, and team-building
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