ESOP Client Advisor
CSG Partners • New York, New York • Posted June 19, 2026
Position Overview
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:
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 f...