ESOP Client Advisor

Do you have professional experience with employee stock ownership plans (ESOPs)? Do you thrive in a consultative role, positioning yourself as a trusted advisor to C‑suite teams across a range of industries?

Our nationally-recognized ESOP investment banking practice is seeking an experienced professional to join our Client Service team. In this role, you will serve as a primary, post-transaction point of contact for our clients. You will maintain frequent communication with employee-owned companies nationwide as they launch and grow their ESOPs.

The ideal candidate should already understand the core elements of ESOPs and possesss a demonstrated track record of anticipating opportunities, triaging issues, and aligning internal and external resources to meet client needs. Business consulting, accounting, and/or ESOP management experience is strongly preferred.

Key Responsibilities:

• Serve as the primary point of contact for clients following an ESOP formation.
• Monitor plan implementation and ongoing management, providing guidance on best practices and connecting clients with appropriate internal and external resources.
• Anticipate and resolve issues efficiently.
• Collaborate closely with transaction teams and other internal resources to deliver an exceptional client experience.
• Proactively identify opportunities where CSG can provide additional support.

Tasks:

• Maintain consistent communication with a portfolio of clients while tracking key ESOP lifecycle events.
• Provide foundational guidance to employee-owned company management and accounting teams related to ESOP communications, financial and compliance activities, and governance.
• Develop formal client resources and management protocols.
• Introduce CSG resources for financial analysis and investment banking advisory services, as appropriate
• Build and maintain strong relationships with outside advisors, including ESOP trustees, TPAs, and legal counsel.
• Travel periodically for on-site client 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 practice focused 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: .

About CSG Partners:

Since 2000, CSG Partners has helped middle-market companies realize the unique benefits of employee stock ownership plans (ESOPs). Today, we're recognized as the nation’s leading leveraged ESOP practice.Private companies seeking shareholder liquidity, tax relief, and employee benefits turn to our nationally-recognized team of advisors. We’ve guided hundreds of clients through the ESOP formation process, from analysis, through capital raising, to closing. We understand the needs of clients and their advisors because we’ve walked in their shoes. In addition to former commercial bankers, attorneys, and accountants, our team of ESOP specialists includes former entrepreneurs and CEOs. That practical experience, combined with CSG Partners’ thought leadership and extensive analytical process, provides insights and strategies that drive desired outcomes for all stakeholders. Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.