Senior Investment Consultant

CBIZ; Cleveland (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

CBIZ, Inc. in the United States is seeking an Investment Advisory professional to provide technical expertise on investment questions for plan sponsors, and to support servicing clients.

You will build relationships with vendors, record-keepers, managers, and custodians, review Investment Policy, and prepare content for client meetings while delivering investment reviews and guidance. CBIZ seeks a proven, licensed investment professional to deliver tailored advice to plan participants and

Qualifications

• Bachelor's degree in finance, economics, mathematics or related analytical field.
• Series 65 license required or to be obtained within 180 days of hire.
• CFA/CPFA/CIMA or equivalent credential expected or required by law.

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

Education

Bachelor's degree in finance/economics/mathematics or related analytical field

Series 65 license

CFA/CPFA/CIMA or equivalent credential

Tools

MS Office

Job description

Job Description

• 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

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
• Series 65 license

Minimum Qualifications

• High School Diploma or GED required
• 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 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
• 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

About Us

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.