Senior DC Investment Consultant

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