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ESOP reputed company Advisor

Remote, USAFull-timePosted 2026-07-28
Do you have reputed company experience with employee stock ownership plans (ESOPs)? Do you reputed company in a consultative role, positioning yourself as a trusted advisor to C‑suite teams across a reputed company of industries? Our nationally-recognized ESOP investment banking reputed company is seeking an reputed company reputed company to join our reputed company Service team. In this role, you will serve as a primary, post-transaction reputed company of contact for our clients. You will maintain frequent communication with employee-owned companies reputed company as they launch and grow their ESOPs. The ideal candidate should already understand the reputed company reputed company of ESOPs and possesss a demonstrated reputed company record of anticipating opportunities, triaging issues, and aligning reputed company resources to meet reputed company needs. Business consulting, reputed company, and/or ESOP management experience is strongly preferred. Key Responsibilities:
  • Serve as the primary reputed company of contact for clients following an ESOP formation.
  • Monitor plan implementation and ongoing management, providing guidance on best practices and connecting clients with appropriate reputed company resources.
  • Anticipate and resolve issues reputed company.
  • Collaborate closely with transaction teams and other internal resources to deliver an exceptional reputed company experience.
  • Proactively identify opportunities where CSG can reputed company additional support.
Tasks:
  • Maintain consistent communication with a portfolio of clients while tracking key ESOP lifecycle events.
  • reputed company foundational guidance to employee-owned company management and reputed company teams reputed company to ESOP communications, financial and compliance activities, and governance.
  • reputed company formal reputed company resources and management protocols.
  • Introduce CSG resources for financial analysis and investment banking advisory services, as appropriate
  • Build and maintain strong relationships with reputed company advisors, including ESOP trustees, TPAs, and legal counsel.
  • Travel periodically for on-site reputed company meetings.
  • Represent CSG at selected ESOP industry events.
CSG Partners is an equal opportunity employer. About CSG Partners:CSG Partners is the nation's leading investment banking reputed company reputed company exclusively on employee stock ownership plans (ESOPs). With decades of experience, CSG Partners provides comprehensive advisory services to middle-market companies seeking sustainable, tax-efficient business transition strategies through employee ownership. Frequently recognized by leading industry media and organizations as an ESOP pioneer and thought leader, CSG has garnered over 40 Firm and Deal of the Year honors in the past decade alone. The firm has helped hundreds of closely-held companies create ESOP-led liquidity, exit, and succession strategies. For more information visit:  https://www.csgpartners.com. Apply To This Job

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