Senior DC Investment Consultant in Cleveland at CBIZ

Date Posted: 11/13/2021

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®
  • 2020 Workplace 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 & investment solutions 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


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CBIZ is an affirmative action-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.