Senior Investment Consultant

CBIZ•Seven Hills, OH

About The Position

The Senior Investment Consultant provides technical expertise and client service for retirement plan investment matters. The role supports plan sponsors and participants through investment analysis, policy review, due diligence, client meeting preparation and follow-up, reporting, and vendor and recordkeeper requests for proposals. The consultant also collaborates with service teams and a Retirement Plan Education Specialist, maintains industry and market intelligence, and completes strategic projects. CBIZ is a professional services advisor serving middle-market businesses nationwide. It operates across accounting, tax, advisory, benefits, insurance, and technology, and has more than 9,500 team members across 23 major markets. CBIZ describes its workplace as focused on recognizing team members’ contributions and providing opportunities for personal and professional growth.

Requirements

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.
Advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures.
Expert knowledge of applicable laws, regulations, and professional standards.
Expert use of applicable technology.
Proficiency with MS Office Suite (Outlook, Word, Excel, and PowerPoint) and enterprise communication and travel solutions (Concur and Skype).
Experience performing work that requires initiative and leadership skills.
Experience coaching and teaching others.
Series 65, equivalent licenses, or designations/certifications permitting service as an Investment Advisor Representative; if not already held, it must be obtained within 180 days of hire. Other licenses may be required by law.
At least one of the following: CFA, CPFA, CIMA, or other approved credentials or credentials required by law.
Ability to anticipate and elicit customer needs.
Ability to self-learn and quickly develop business and technical knowledge.
Motivated team player with demonstrated interpersonal skills.
Comfort working with quick turnaround times and deadlines.
Excellent communication skills and ability to interact effectively with individuals at all organizational levels.

Nice To Haves

Bachelor’s degree in finance, economics, mathematics, or another field with a strong analytical course of study.
Series 65 license.

Responsibilities

Provide technical expertise on investment questions and issues to support client service.
Build relationships with vendors, record-keepers, investment managers, and custodians.
Gather and maintain market intelligence about products, services, and value propositions.
Review and modify Investment Policies based on Plan Sponsor needs to support compliance and consistency.
Provide general client service and resolve problems.
Prepare agenda items and content for client meetings.
Assist in presenting investment reviews to clients.
Coordinate with the service team on investment review action items and follow-ups.
Conduct due diligence and prepare commentaries on investment managers.
Assess investments and analyze funds for addition to or removal from preferred fund lists.
Cover an asset class for the preferred fund list.
Assist with and complete quarterly strategic projects.
Produce reports using investment software such as Morningstar Direct and Envestnet.
Manage client requests for proposals for plan recordkeepers and vendors.
Provide individual and global investment advice to plan participants as needed, in conjunction with a Retirement Plan Education Specialist.
Perform additional responsibilities as assigned.