Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field
11+ years of progressive experience in ESOP consulting or related employee benefits services
Strong knowledge of ESOP regulations, ERISA requirements, and relevant tax laws
Advanced Microsoft Excel skills, including complex financial modeling and data analysis
Proven success leading client engagements and serving as a trusted business advisor
Demonstrated experience coaching and developing professionals
Exceptional communication skills, both written and verbal.
Responsibilities
Lead ESOP feasibility studies and ownership transition strategies
Serve as the primary advisor for key ESOP clients
Oversee ESOP transaction execution and coordinate client activities
Direct ESOP administration services including compliance and regulatory reporting
Prepare and review repurchase obligation studies and forecasting analyses
Identify client challenges and develop impactful solutions
Build and mentor high-performing teams to foster collaboration
Support practice growth through business development and networking.
Benefits
Opportunity to work closely with business owners and executive teams
Leadership role with significant responsibility and influence
Mentoring and coaching opportunities within a collaborative environment
Contribute to innovative strategic initiatives
Chance to drive expansion of a growing ESOP practice.
Full Job Description
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
