Blue Ridge Associates

Role Description As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way. - Managing a portfolio of 401(k) client relationships as the primary point of contact - Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.) - Calculating employer contributions and reconciling trust accounts - Preparing and filing annual government forms and participant statements - Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs - Interpreting plan document provisions and recommending improvements - Collaborating with clients, advisors, auditors, and other service providers - Staying current on retirement plan regulations through continuing education and research - Participating in internal process improvement initiatives and team projects Qualifications - 2+ years of direct 401(k) plan administration experience, including compliance testing - Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics) - Strong analytical and organizational skills, with an aptitude for math and accounting - Advanced Excel proficiency and working knowledge of Microsoft Word - Excellent communication, time management, and client service skills - Ability to manage multiple priorities independently and meet deadlines - Enthusiasm for professional development and continuous learning - Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable - Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection. Benefits - Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN) - Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) - 401(k) with company match + HSA with company contribution - Generous PTO for parental leave, vacation, and holiday time - Support for certifications, association dues, and professional development - A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities Company Description At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy. - Precision – Accurate records, timely and error-free service - Efficacy – Ensuring compliance and guiding clients toward retirement readiness - Advocacy – Supporting regulatory changes that benefit employers and employees - Collaboration – Trusted partners to clients, advisors, and teammates - Excellence – Proactive, personalized, high-touch service in all we do

Role Description The Client Relationship Manager (CRM) is responsible for fostering, strengthening, and maintaining high-quality relationships with ESOP plan administration clients. This role ensures client needs are met through proactive communication, partnership with internal teams, and continuous oversight of the annual ESOP administration cycle. - Support client retention by enhancing engagement, responding to service concerns, delivering consistent value messaging, and identifying opportunities for additional services or revenue growth. - Requires strong relationship-building skills, clear and confident communication, and the ability to collaborate across functional teams. Essential Functions - Client Relationship Management & Communication - Serve as a primary point of contact—alongside the plan consultant—for assigned ESOP clients. - Address client inquiries, concerns, or service issues promptly and professionally to ensure a positive client experience. - Communicate Blue Ridge’s value proposition effectively, especially with “at-risk” clients, to strengthen satisfaction and retention. - Provide proactive client touches throughout the annual cycle, including quarterly informational emails and periodic phone calls to assess satisfaction. - Client Engagement & Service Delivery Coordination - Collaborate closely with internal administration teams to ensure timely and accurate service delivery aligned with client expectations. - Monitor annual administration timelines within the ESOP recordkeeping system and ensure clients remain informed throughout the process. - Participate in annual planning or year-end calls as needed to prepare clients for upcoming deliverables and milestones. - Plan Health Review & Reporting - Prepare and annually review Plan Health Reports that highlight key statistics, services delivered, and strategic goals for each client. - Recommend improvements or updates to client service models based on data insights and client needs. - Business Insights, Profitability & Growth Opportunities - Review client profitability and make recommendations for fee adjustments, service changes, or staffing realignment when appropriate. - Identify opportunities to introduce ESOP consulting services or cross-sell additional Blue Ridge offerings. - Provide demonstrations of ESOPConnection, the participant website, to support client understanding and adoption. - Other Duties - Contribute to developing and refining internal practices that enhance client service quality, efficiency, and documentation. - Assist with special internal or client initiatives as needed. - Perform additional duties as assigned. Qualifications - Strong written and verbal communication skills with the ability to build trust and rapport. - 3+ years of experience in client relationship management, account management, or a similar client-facing role. - Ability to identify client needs and collaborate internally to ensure successful outcomes. - Strong problem-solving and customer-focused mindset. - Proficiency with CRM software and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). - Strategic thinking, including the ability to assess client profitability and recommend improvements. - Ability to manage multiple accounts and deadlines in a fast-paced environment. - ESOP knowledge preferred but not required. Requirements - Bachelor’s degree in Business or a related field. - Minimum 3 years of client relationship, account management, or customer success experience. - Experience participating in or managing client meetings, touchpoints, or business reviews required. - ESOP experience preferred but not required. - Occasional travel to client locations or internal meetings may be required. - Travel may involve participation in client review meetings, annual planning sessions, or service-related activities. Benefits - Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN). - Competitive salary & comprehensive benefits (medical, dental, vision, life, disability). - 401(k) with company match + HSA with contribution. - Generous PTO for parental leave, vacation and holiday time. - Support for certifications, association dues, and professional growth. - Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference.

Description Where Technical Expertise Meets Purpose-Driven Impact Use your ESOP knowledge to help employees across the country build financial independence. At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for retirement plan professionals and sponsors to provide wealth-building benefits to business owners and their employees. That’s Where You Come in as a Senior Client Relationship Manager The Senior Client Relationship Manager (Senior CRM) is responsible for managing and strengthening high-value ESOP client relationships, with a focus on strategic engagement, retention, and service excellence. This role is entrusted with Blue Ridge’s premier and elite clients, requiring advanced relationship management skills, deep business insight, and the ability to navigate complex or sensitive client situations. In addition to managing a portfolio, the Senior CRM contributes to client care strategy, mentors CRMs, and helps develop processes that drive quality, efficiency, and client satisfaction across the ESOP Client Care team. This individual collaborates closely with internal teams to ensure seamless service delivery and proactively identifies opportunities for consulting, additional services, or revenue growth. Essential Functions Strategic Client Relationship Management • Serve as the primary relationship lead for premier, elite, and/or highly complex ESOP clients. • Act as the escalation point for sensitive, high-impact, or complex client issues requiring senior-level judgment. • Strengthen client retention by delivering strategic value messages and proactive insights. • Build high-trust relationships with executive-level client contacts and boards/committees. Client Engagement & Service Oversight • Partner with internal administration and consulting teams to ensure timely, accurate, and strategic delivery of services. • Oversee annual administration timelines and ensure clients remain informed and prepared for all milestones. • Lead or participate in annual strategic planning meetings, year-end reviews, or executive briefings. Plan Health, Reporting & Strategic Recommendations • Develop and deliver advanced Plan Health Reviews tailored to complex clients, including deeper analysis, trends, and strategic guidance. • Recommend enhancements to service models, plan design, or processes based on insights or emerging client needs. Business Insights, Profitability & Growth Leadership • Conduct detailed profitability analysis on assigned clients and recommend fee changes or service adjustments. • Identify and present opportunities to introduce consulting services or additional Blue Ridge offerings. • Provide high-level demonstrations of ESOPConnection and support client adoption strategies. Team Leadership, Mentorship & Process Improvement • Serve as an informal team leader or mentor to CRMs, providing guidance on best practices and client handling approaches. • Assist in onboarding and developing CRM team members. • Collaborate in creating and refining internal procedures, workflows, and client care standards. • Contribute to broader client care strategy and cross-departmental initiatives. Other Duties • Support special projects, strategic initiatives, and cross-functional work as assigned. • Perform additional duties as required. Requirements Skills/Abilities • Exceptional written and verbal communication skills, with the ability to influence and build rapport at senior client levels. • Demonstrated ability to manage complex client relationships and sensitive situations. • Strong strategic thinking, business acumen, and consultative approach. • Proven ability to mentor or support the development of other team members. • Advanced problem-solving skills with a client-focused mindset. • Ability to manage a large, complex book of business with multiple priorities. • Proficiency in CRM systems and Microsoft Office Suite. • ESOP knowledge preferred. Education/Experience • Bachelor’s degree in Business or related field required. • 8–10+ years of experience in client relationship management, account management, or customer success. • Experience leading complex client meetings, business reviews, or strategic discussions. • Prior experience handling escalations or high-complexity accounts. • ESOP administration or retirement/benefits experience preferred. Travel • Occasional travel for key client meetings, planning sessions, or internal collaboration. Why You’ll Love Working Here as a Senior Client Relationship Manager You’ll join a company that works hard and supports one another — while doing work that truly matters. We offer: · Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN) · Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) · 401(k) with company match + HSA with contribution · Generous PTO for parental leave, vacation and holiday time · Support for certifications, association dues, and professional growth · Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference Join Us as We Build Wealth for Generations Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy. To get there, we live by our values every day: · Precision – Accurate records, timely and error-free service. · Efficacy – We ensure compliance, support communication, and guide participants toward retirement readiness. · Advocacy – We champion regulatory and legislative change that benefits employers and employees. · Collaboration – Trusted partners to clients, advisors, and teammates alike. · Excellence – We bring personalized, proactive, high-touch service to everything we do. This is more than a job. It’s your chance to create lasting impact — for your career, for your clients, and for the people whose futures you work to shape every day. Apply now and make a career out of making a difference! Blue Ridge is committed to equal pay and pay transparency. The annual base salary range for this position is $80,000 - $155,000. This range represents the anticipated pay for this role across multiple U.S. labor markets and is intended as a general guideline. Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations. Equal Opportunity Employer Must be authorized to work in the US.

Description Retirement Plan Administration Consultant Maple Grove, MN • 401(k) and Pension Where Technical Expertise Meets Purpose-Driven Impact Use your retirement plan knowledge to help employees across the country build financial independence. At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees. That’s Where You Come in as a Retirement Plan Administration Consultant As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way. Your Responsibilities Include: - Managing a portfolio of 401(k) client relationships as the primary point of contact - Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.) - Calculating employer contributions and reconciling trust accounts - Preparing and filing annual government forms and participant statements - Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs - Interpreting plan document provisions and recommending improvements - Collaborating with clients, advisors, auditors, and other service providers - Staying current on retirement plan regulations through continuing education and research - Participating in internal process improvement initiatives and team projects Requirements - 2+ years of direct 401(k) plan administration experience, including compliance testing - Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics) - Strong analytical and organizational skills, with an aptitude for math and accounting - Advanced Excel proficiency and working knowledge of Microsoft Word - Excellent communication, time management, and client service skills - Ability to manage multiple priorities independently and meet deadlines - Enthusiasm for professional development and continuous learning - Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable Why You’ll Love Working Here as a Retirement Plan Administration Consultant You’ll join a company that values hard work, supports each other, and believes in doing work that matters. We offer: - Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN) - Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) - 401(k) with company match + HSA with company contribution - Generous PTO for parental leave, vacation, and holiday time - Support for certifications, association dues, and professional development - A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities Join Us as We Build Wealth for Generations Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy. We live by our values every day: - Precision – Accurate records, timely and error-free service - Efficacy – Ensuring compliance and guiding clients toward retirement readiness - Advocacy – Supporting regulatory changes that benefit employers and employees - Collaboration – Trusted partners to clients, advisors, and teammates - Excellence – Proactive, personalized, high-touch service in all we do This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life. Apply now and make a career out of making a difference! Equal Opportunity Employer Must be authorized to work in the US.

Description Where Technical Expertise Meets Purpose-Driven Impact Use your ESOP knowledge to help employees across the country build financial independence. At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for retirement plan professionals and sponsors to provide wealth-building benefits to business owners and their employees. That’s Where You Come in as a Client Relationship Manager The Client Relationship Manager is responsible for fostering and maintaining strong relationships with a group of ESOP plan administration clients, ensuring their needs are met and satisfaction is achieved. This role focuses on enhancing client engagement, driving retention, and identifying opportunities for growth. Key Responsibilities: - Serving as a point of contact in conjunction with the plan consultant addressing client inquiries and concerns. - Effectively and authentically communicating Blue Ridge’s value to clients, specifically with “at risk” clients. This includes working closely with clients and plan consultants to resolve any service concerns and provide a positive client experience. - Accountable for client satisfaction through pro-active touches throughout the annual cycle including providing quarterly informational emails and making phone calls to assess client satisfaction. - Collaborate with internal teams to ensure service delivery meets client expectations including monitoring the timeline as created in the ESOP recordkeeping system. - Preparation and annual review of Plan health report sharing important statistics, services, and goals with clients. Participate in the year end planning call as necessary. - Review client profitability and make suggestions for fee increases, service changes, or staff realignment. - Identify opportunities for ESOP consulting and cross-selling services to cultivate new revenue streams. This includes providing demos of ESOPConnection the participant website. Requirements Qualifications: - Bachelor’s degree in Business related field. - ESOP experience preferred but not required - 3 years of experience in client relationship or account management. - Strong communication and interpersonal skills. - Problem-solving skills with a customer-focused approach. - Proficient in CRM software and Microsoft Office. Key Competencies: - Relationship Management - Strategic Thinking - Communication Skills - Team Collaboration - Problem Solving Why You’ll Love Working Here as an Client Relationship Manager You’ll join a company that works hard and supports one another — while doing work that truly matters. We offer: · Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN) · Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) · 401(k) with company match + HSA with contribution · Generous PTO for parental leave, vacation and holiday time · Support for certifications, association dues, and professional growth · Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference Join Us as We Build Wealth for Generations Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy. To get there, we live by our values every day: · Precision – Accurate records, timely and error-free service. · Efficacy – We ensure compliance, support communication, and guide participants toward retirement readiness. · Advocacy – We champion regulatory and legislative change that benefits employers and employees. · Collaboration – Trusted partners to clients, advisors, and teammates alike. · Excellence – We bring personalized, proactive, high-touch service to everything we do. This is more than a job. It’s your chance to create lasting impact — for your career, for your clients, and for the people whose futures you work to shape every day. Apply now and make a career out of making a difference! Blue Ridge is committed to equal pay and pay transparency. The annual base salary range for this position is $95,000 - $145,000. This range represents the anticipated pay for this role across multiple U.S. labor markets and is intended as a general guideline. Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations. Equal Opportunity Employer Must be authorized to work in the US.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Sales Support Specialist is a key contributor to the Sales and Client Services teams and plays a critical role in supporting business development and client growth efforts. This role is responsible for: - Tracking new business opportunities - Preparing presentations and proposals - Coordinating contracts and addendums - Managing sales documentation - Supporting a streamlined sales-to-onboarding process This position requires strong contract management abilities, deep proficiency with DocuSign and custom agreement creation, and advanced skills in Salesforce CRM. The ideal candidate is highly organized, detail-oriented, and capable of managing complex documentation workflows with accuracy and speed. Qualifications - Bachelor’s degree in a related field or equivalent preferred - Minimum 3 years’ experience in sales support, administrative, paralegal, or contract-heavy roles - Prior experience with Salesforce CRM, DocuSign, and contract lifecycle processes is strongly preferred - Experience preparing proposals and RFP responses is a plus - Background in financial services, retirement services, or a similar industry is highly valued Requirements - Exceptional contract management skills, including drafting, reviewing, tracking, and organizing agreements across multiple stages - High proficiency in DocuSign, including: - Creating custom agreements and templates - Configuring routing workflows - Applying advanced tagging - Ensuring full execution and compliance - Advanced Salesforce CRM capability, with strong skill in: - Opportunity tracking - Data accuracy and validation - Reporting dashboards - Updating account and contract records - Highly organized with the ability to manage multiple deadlines and high-volume documentation - Strong written and verbal communication skills - High attention to detail and accuracy in documentation workflows - Strong ability to operate in a fast-paced, collaborative environment Benefits - Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN) - Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) - 401(k) with company match + HSA with contribution - Generous PTO for parental leave, vacation and holiday time - Support for certifications, association dues, and professional growth - Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The ESOP Communication Consultant I supports employee communication initiatives for clients with Employee Stock Ownership Plans (ESOPs). This role assists in the development of presentations, print and digital communication materials, webinars, and custom learning tools, while delivering educational content to client employee groups both on-site and virtually. - Deliver presentations to employee groups on-site or virtually, supporting client ESOP education initiatives. - Assist with the creation and delivery of custom learning activities, employee ownership workshops, and webinars. - Develop custom communication tools, including presentations, handouts, learning games, and digital assets tailored to client needs. - Contribute content and materials to ESOP Blue Ribbon, the firm’s online subscription service. - Collaborate closely with the ESOP Communication Services team to execute communication plans and meet departmental goals. - Partner with marketing, IT, and other internal teams as needed to ensure consistent messaging and high-quality deliverables. - Represent the firm by promoting ESOP communication services at conferences, in articles, webinars, and discussions with prospective clients. - Contribute to developing and improving department processes that strengthen accuracy, client service, efficiency, and documentation standards. - Support clients with Employee Ownership Month celebrations, annual meetings, and employee engagement activities. - Work with client employee committees to strengthen in-house communication capabilities. - Perform additional duties as assigned. Qualifications - Strong written and verbal communication skills, with the ability to engage diverse employee audiences. - 1–3 years of experience delivering presentations, trainings, or educational content to groups. - 1–3 years of experience developing communication materials, presentations, or learning tools. - Public speaking and facilitation experience, including virtual delivery via Teams/Zoom. - Ability to train others on custom communication content and materials. - Ability to build strong relationships within the ESOP and employee ownership community. - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Publisher). - Strong organizational and time-management skills with the ability to manage multiple projects and deadlines. - Familiarity with digital or print marketing preferred. - Video editing experience preferred. - Knowledge of ESOPs or qualified benefit plans preferred. - Fluency in Spanish preferred. - Self-starter with strong interpersonal skills and a passion for employee ownership. Requirements - Bachelor’s degree in a related field (Business, Communications, HR, Marketing, or similar) or equivalent experience. - 1–3 years of professional experience in communications, training, public speaking, employee engagement, or related roles. - Experience supporting or delivering training, workshops, or presentations required. - Experience with digital and/or print marketing preferred. - Experience using video editing tools/software preferred. - Prior exposure to ESOPs, retirement plans, or other qualified benefit plans preferred. Benefits - Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN). - Competitive salary & comprehensive benefits (medical, dental, vision, life, disability). - 401(k) with company match + HSA with contribution. - Generous PTO for parental leave, vacation and holiday time. - Support for certifications, association dues, and professional growth. - Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference.

This role involves contributing to the design, development, and maintenance of scalable software applications. Assist in the design, development, and maintenance of scalable and reliable software applications. Write clean, maintainable, and efficient code using PHP, Python, SQL, and related technologies. Collaborate with senior engineers, product managers, and other stakeholders to implement new features. Participate in code reviews and follow established coding standards and best practices. Help troubleshoot, debug, and resolve software defects and performance issues. Contribute to improving existing codebases for better performance and maintainability. Learn and apply industry trends, technologies, and best practices.

This role involves being a key resource to clients navigating the complex world of employee ownership (ESOPs). You will manage the full cycle of ESOP plan administration and build long-term, trusted relationships. Managing end-to-end client engagements Performing compliance testing, including 409(p), recordkeeping, distributions, and regulatory reporting Identifying and solving technical plan issues Collaborating with internal teams and client contacts to ensure seamless service

Blue Ridge Associates is seeking a Senior ESOP Administration Consultant to manage complex plan engagements and serve as a technical expert and trusted resource for both clients and teammates. Administering a caseload of complex ESOP clients Managing all aspects of plan administration including compliance testing (e.g., 409(p)), allocations, distributions, and recordkeeping Preparing and reviewing government filings (e.g., Form 5500) Serving as the main point of contact for client communication Reviewing plan documents and resolving technical questions Supporting and mentoring junior team members Participating in special projects or initiatives as needed