Sr DC Investment Consultant - Retirement Plan Services in Cleveland at CBIZ

Date Posted: 7/27/2020

Job Snapshot

Job Description

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®    2019 America’s Best Mid-Size Employers by Forbes   2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence   Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources 

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

  • Manage projects related to the investment selection and monitoring in support of clients
  • Perform investment research, compilation, review, and analysis of information to aid in decision making
  • Gather data and analyze different investment managers' investment styles and portfolio characteristics and impact on investment performance
  • Closely examine and monitor developments in investment management firms
  • 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
  • Perform quarterly investment economic analysis and review economic and market trends regularly
  • Assist with and complete strategic projects on a quarterly basis (mainly related to investment analysis)
  • Produce reports using investment software programs such as Morningstar Direct and Envestnet
  • Perform special investment research as required due to marketplace developments and/or CBIZ research initiatives
  • Prepare agenda items and content for client meetings
  • Provide general client service and problem solving in conjunction with Senior Consultants and/or Compliance Consultants
  • Attend client meetings and assist with presentation of Investment Review
  • Perform 1-on-1 investment advice consultations to plan participants over the phone and in-person
  • Perform group educational meetings in-person or via technology-based channels
  • Establish relationships with vendors/recordkeepers and obtain understanding of their products, services, and value proposition 
  • Manage client request for proposals for plan vendors/recordkeepers
  • 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, investment 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 
  • Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) 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


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