Investment Consultant - Defined Contributions | Institutional Retirement Plans

Job Description

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 content

Minimum Qualifications
High School Diploma or GED
At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures
Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
Proficient 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
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
Pursuing at least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisory), 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.