CBIZ

Senior Investment Consultant

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: Cleveland • Ohio • United States

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Job Level

Senior

About the role

  • 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

Requirements

  • 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 6 license, 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment assessmentinvestment analysisdue diligencemarket intelligenceinvestment policy modificationreport productionclient serviceproblem resolutionpresentation skillsstrategic project management
Soft Skills
initiativeleadershipcoachingteachinginterpersonal skillscommunication skillscustomer needs anticipationself-learningteam playertime management
Certifications
Series 6 licenseCFACPFACIMA