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Senior DC Investment Consultant Job in Cleveland, Ohio US

Senior DC Investment Consultant

CBIZ Operations, Inc. - Cleveland, OH

Posted: 5/12/2021 - Expires: 8/10/2021

Job ID: 227201112


Job Description

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With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:

2020 Best Workplaces in Consulting & Professional Services by Great Place to Work

2020Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence

Top 101 2020 Best and Brightest Companies to Work For in the Nation

2020 Healthiest 100 Workplace in America

2021 Top Workplaces USA

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

Essential Functions and Primary Duties:

Provide technical expertise related to investment questions and issues in support of servicing clients

Establish strong relationships with vendors, record-keepers, investment managers, and custodians

Gather and maintain market intelligence related to products, services, and value propositions

Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency

Provide general client service and problem resolution services

Prepare agenda items and content for client meetings

Assist with the presentation of investment reviews with clients

Work with service team on investment review action items/follow ups

Perform due diligence and commentaries on investment managers

Perform investment assessment and analysis for the entry and removal of preferred fund lists

Cover asset class for preferred fund list

Assist with and complete strategic projects on a quarterly basis

Produce reports using investment software programs such as Morningstar Direct and Envestnet

Manage client requests for proposals for plan recordkeepers/vendors

Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist

Additional responsibilities as assigned

Preferred Qualifications:

Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content

Minimum Qualifications:

High School Diploma or GED

At least five years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment

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

Series 6 license, plus any other licenses as required by law

At least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisor), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law

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

CBIZ.Jobs Category: Benefits & Insurance


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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 these following pages EEO is the Law and EEO is the Law Supplement.


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:
Education Level:
High school graduate
Work Days:
Mon, Tue, Wed, Thu, Fri
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