Senior Investment Consultant & Client Strategy Lead

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

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