Director - Retirement Plan Actuary in Cumberland at CBIZ

Date Posted: 9/22/2019

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, including 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the 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 Retirement Plan Services (CBIZ RPS) is the largest Investment Advisor in the Cleveland, OH area and provides institutional consulting solutions to corporations, public entities, and non-profit organizations.  We primarily consult with companies on their 401(k), 403(b), or defined benefit pension plans, specializing in investment management, investment consulting, as well as compliance and design.  In total, CBIZ RPS consults on approximately $13 billion in assets, and our clients range from large multinational publicly-traded companies to small businesses.   Essential Functions and Primary Duties
  • Achieve organizational objectives through the coordinated achievements of subordinate staff
  • Assumes accountability for decisions made by subordinate staff
  • May spend a portion of time performing individual tasks related to the unit, however, supervisory activities constitutes a primary part of the job
  • Provide major input into hiring decisions
  • Provide major input into rewarding and disciplinary actions
  • Execute annual goals and priorities
  • Supervise staff to assure accountability and stewardship of department resources (operational, financial and human) in compliance with departmental goals and objectives
  • Influence the direction for new or revised services, programs, processes, standards, or operation plans
  • Analyze and resolve problems interprets policies and demonstrate solid subject matter knowledge
  • Exercise judgment within defined procedures and policies to determine appropriate action
  • Provide leadership, coaching, and mentoring to subordinate staff
  • Listen and resolve grievances
  • Provide oversight of core actuarial deliverables
  • Assist in the analysis and quantification of risks
  • Assist in determining the level of contributions required to finance pension, health care, and social insurance programs
  • Provide expertise in evaluating pension plan liabilities
  • Design creative ways to reduce the likelihood of undesirable events
  • Decrease the impact of undesirable events that do occur
  • Perform cost-benefit analysis of proposed activities
  • Additional responsibilities as assigned 
Preferred Qualifications
  • Bachelor's degree
  • Enrolled Actuary (EA)
  • Possesses highly advanced and broad understanding of actuarial principles, practices, and procedures
Qualifications Required
  • High School Diploma or GED required
  • Over 8 years’ experience in area of expertise with increasing complexity
  • At least 6 years’ experience managing and leading staff
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Demonstrate industry experience; product knowledge, proposal process, underwriting, regulatory trends, and presentations skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Expert knowledge of state and federal legislation and regulations impacting discipline
  • Expertise in managing clients 
  • Advanced problem solving and critical thinking skills


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