Investment Consultant | Defined Contributions
CBIZ
Salary undisclosed
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Description
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
Qualifications
Minimum Qualifications
- High School Diploma or GED
- At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
- Proficient 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
- Series 65 license, equivalent licenses or designations/certifications that permit an individual to act as an Investment Advisor Representative (or must be obtained within 180 days of hire). plus any other licenses as required by law
- Pursuing at least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisory), 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
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Benefits
- 401(k)
About this role
CBIZ is seeking an Investment Consultant for its Cleveland office to provide technical guidance on retirement plan investments, primarily within defined contribution environments like 401(k) and 403(b) plans. You'll work directly with plan sponsors and participants, managing relationships across vendors, record-keepers, and investment managers while ensuring compliance with investment policies. The role combines advisory work—reviewing and recommending fund managers, conducting due diligence, and preparing investment analyses—with client service responsibilities like preparing meeting agendas, delivering investment reviews, and resolving plan-related questions.
This position requires at least three years of retirement plan investment advisory experience and a Series 65 license (or equivalent) to act as an Investment Advisor Representative, which must be obtained within 180 days of hire if you don't already hold it. You'll use tools like Morningstar Direct and Envestnet to produce reports and assessments, and you should be comfortable with MS Office and standard enterprise platforms. A bachelor's degree in finance, economics, or a quantitative field is preferred, and CBIZ expects you to pursue or hold credentials such as CFA, CPFA, or CIMA.
The role suits someone who combines technical investment knowledge with strong interpersonal skills—you'll need to communicate effectively across organizational levels, anticipate client needs, and manage competing deadlines. Initiative, self-directed learning, and the ability to work as a motivated team member are essential to success in this in-office position.
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Investment Consultant | Defined Contributions postings in Cleveland, and analyze any offer before you accept it.
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