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Senior Conversion Specialist | Retirement and Investment Job in North Canton, Ohio US

Senior Conversion Specialist | Retirement and Investment

CBIZ Operations, Inc. - North Canton, OH

Posted: 10/23/2025 - Expires: 1/21/2026

Job ID: 292791015

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Job Description

Status Category:
Full-Time


Exempt/Non-Exempt:
Exempt


Job Code:
BI0984


CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Essential Functions and Primary Duties:

Oversee transition processes such as transitioning from one fund to another, or transitioning TPAs
Primary contact for all conversion related activity
Restate plan documents
Prepare fund company paperwork
Update systems
Communicate with Plan Sponsors, TPA's, or advisors
Provide asset allocations and loan initiation for fund companies
Provide general client service and problem resolution services
Additional responsibilities as assigned

Preferred Qualifications:

Bachelor's degree

Minimum Qualifications:

High School Diploma or GED
At least five years of professional, retirement plan industry experience
Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
Possesses expert knowledge of pertinent laws, regulations and professional standards
Expert use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
Experience in coaching and teaching others
Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
Ability to anticipate and elicit customer needs
Ability to self-learn and develop business and technical knowledge quickly
Motivated team player with demonstrated interpersonal skills
Comfortable working with quick turnaround times and deadlines
Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Ability to travel as necessary

#LI-OD1 #LI-Hybrid







CBIZ.Jobs Category: Client Management

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.



CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.

Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
No
Education Level:
High school graduate
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
85272833
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
N/A