Hybrid 401(k) Investment Consultant

CBIZ; Cleveland (OH); Hybrid; USD 85,000 - 110,000; Full time

Job summary

CBIZ is seeking an experienced Investment Advisor to support retirement plan clients in Cleveland, providing expert advice, due diligence, and comprehensive investment analysis. You will work with plan sponsors, recordkeepers, and managers to ensure policy compliance and optimal investment outcomes.

The role requires a strong background in 401(k)/403(b) environments, licensure (Series 65 or equivalent) or near completion, and a proactive, collaborative approach to client service.

Qualifications

• Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content.

Responsibilities

• 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

Skills

Analytical thinking

Communication skills

Team player

Education

Bachelor's degree in finance/economics/mathematics

Tools

MS Office Suite (Outlook, Word, Excel, PowerPoint)

Morningstar Direct

Envestnet

Concur

Skype

Job description

CBIZ is seeking an experienced Investment Advisor to support retirement plan clients in Cleveland, providing expert advice, due diligence, and comprehensive investment analysis. You will work with plan sponsors, recordkeepers, and managers to ensure policy compliance and optimal investment outcomes.

The role requires a strong background in 401(k)/403(b) environments, licensure (Series 65 or equivalent) or near completion, and a proactive, collaborative approach to client service.