Senior Investment Consultant

#LI-JSS #LI-Hybrid

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

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.