IA Licensed Senior ESOP Consultant
Job Summary
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
Complete Job Description
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