Western ESOP Regional Sales Director
Where Technical Expertise Meets Purpose-Driven Impact
Build your career while helping people build a stronger financial future.
At Blue Ridge Associates, the work we do has a meaningful impact. We help companies provide retirement and employee ownership benefits that give people the opportunity to build wealth, plan for the future, and take greater ownership of their financial lives.
Through Employee Stock Ownership Plan (ESOP) Administration and Retirement Plan Services (RPS), we combine deep technical expertise with a genuine commitment to our clients and the people they serve. Our team supports companies across the country with complex retirement plan administration, compliance, and consulting services—helping make these important benefits work better for employers and their employees.
What makes Blue Ridge special is our people. We’re a team of professionals who value collaboration, expertise, continuous improvement, and doing work that matters. Whether working remotely or from one of our offices, our employees work together to solve complex problems, support our clients, and make a difference in the financial futures of millions of participants.
About Blue Ridge Associates
Blue Ridge Associates is a leading professional services firm specializing in third-party administration of Employee Stock Ownership Plans (ESOPs) and retirement plans, including 401(k), 403(b), cash balance, pension, and other qualified retirement plans.
Our client base spans the country, while our teams are located internationally across seven offices in the United States and two offices abroad, including Charlottesville, VA; Columbia, MD; Columbus, OH; Monrovia, CA; Riverside, CA; Maple Grove, MN; and Baxter, MN, as well as remote locations.
At Blue Ridge, you’ll have the opportunity to build your expertise, collaborate with talented professionals, and be part of a growing organization whose work helps people build financial security and share in the success of the companies they work for.
Join us in doing work that matters.
That’s Where You Come in as a Western ESOP Regional Sales Director
The Regional Sales Director is responsible for driving new business sales of ESOP consulting and administration services. This role focuses on developing and expanding relationships with advisors, intermediaries, and key centers of influence including attorneys and accountants. The position requires educating prospective clients, presenting service offerings, and effectively selling the organization’s capabilities. The ideal candidate must reside in the Western U.S. and have strong familiarity with the West Coast market.
Essential Functions
Business Development & Sales Execution
• Develop and expand relationships with advisors, intermediaries, attorneys, and accountant centers of influence within the West Coast region.
• Build and maintain a strong network to generate new sales leads and opportunities specific to the Western U.S. market.
• Identify client needs and recommend appropriate ESOP consulting and administration solutions.
• Deliver presentations and demonstrations highlighting the value and functionality of services.
• Execute sales strategies to meet or exceed revenue and territory targets.
Client Relationship Management
· Maintain ongoing communication with customers to ensure satisfaction and long-term engagement.
· Resolve post-sale issues and ensure a smooth client experience.
· Re-engage existing and past clients by sharing new services, enhancements, and opportunities.
Sales Operations & Reporting
· Maintain detailed records of sales activities including calls, opportunities, wins, and losses.
· Track and document customer interactions and relationship developments.
· Provide regular territory forecasts and pipeline updates to leadership.
· Perform additional duties as assigned to support sales objectives.