Senior Consultant - ESOP

The Senior Consultant - ESOP manages ESOP recordkeeping and consulting relationships and represents our consulting services to the market. This is a role for an experienced ESOP professional.

Job Responsibilities

Develop relationships with clients, prospects, and referral sources within the ESOP market to grow revenue
    from this channel

Build trust and serve as an escalation point with clients to ensure client satisfaction and delivery of services
    according to agreements

Manage firm and client projects

May manage activities and/or employees for a service line or team

Provide guidance, technical expertise, training and direction to team members within the DC practice area
    and ESOP market specialization

Communicate effectively with clients and partners to build interest and credibility

Participate with firm leadership to formulate and administer policies and develop long range goals and
    objectives for the ESOP practice

Attain individual and/or team billing and realization rate goals, which directly affect the profitability of the

Typical Tasks

Sales and business development activities, including creating marketing presentations, preparing proposals,
    presenting at industry seminars, etc.

Reviewing client work (such as allocations, nondiscrimination testing, and reports) and providing feedback
    to  team members

Consulting on complex ESOP operational and design issues

Assisting other consultants to prepare for client meetings or sales activities

Core Competenecies

Expert in the design, operation, and regulations governing defined contribution plans, including 401(k),
    ESOP, 403(b), and 457, with a strong emphasis on ESOPs

Strong analytical and problem solving skills

Intermediate Microsoft Office skills, particularly in Excel and/or Access

Ability to research complex employee benefit plan issues and provide solutions

Excellent verbal, written, and interpersonal skills

Ability to review the work of others to ensure quality and accuracy of work products

Education and Experience

Bachelor's degree, preferably in Business, Mathematics, Finance, or related;

10+ years of employee benefits or defined contribution experience;

6+ years ESOP design and operations experience; and

QPA, CEBS, MBA, CPA or comparable designation preferred.

To Apply
Submit your résumé by email to: This email address is being protected from spambots. You need JavaScript enabled to view it.

Print Position Description

Findley Davies | BPS&M is an independent consulting firm specializing in employee benefits and human resources strategy. We help clients make critical decisions about employee pay, benefits, and change management to align their human resources strategy with their organizational objectives.
For more than 45 years, Findley Davies | BPS&M has provided strategic counsel to help organizations navigate the changing benefits landscape and successfully manage workforce issues. Together, we serve more than 1,800 clients nationwide through our eight offices located in Illinois, Kentucky, Mississippi, North Carolina, Ohio, and Tennessee.