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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.