Investment Consultant

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

In support of facilitating CBIZ's role of a trusted advisor, this individual will provide investment advisory services to a block of defined contribution clients and contribute to back-office process and projects specific to defined contribution initiatives

Essential Functions and Primary Duties:

Responsibilities (Client Facing)

• Act as a prudent fiduciary/co-fiduciary to defined contribution plans and plan sponsors regarding the selection, monitoring, and replacement of investment options
• Demonstrate an understanding of DOL and ERISA best practices
• Articulate macro-economic trends and current events along with their potential impacts to plan investments.
• Review and recommend modifications to the Investment Policy Statement based on needs of the Plan Sponsor to ensure compliance and consistency
• Pace industry developments specific to defined contribution investment developments and be able to articulate to clients
• Provide general client service and problem resolution services
• Prepare investment related agenda items and content for client meetings
• Deliver presentation of investment reviews with clients
• Work with service team on investment review action items/follow ups
• Perform investment assessment and analysis for the entry and removal of select fund lists
• Produce reports using investment software programs
• Assist with 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

Responsibilities (Back Office)

• Assist with investment solution development and maintenance, including but not limited to discretionary products and client deliverables
• Assist with asset class coverage as needed
• Assist with client reporting
• Participate in research and asset allocation conversations
• Participate in the development of new business presentations and evaluations
• Author periodic white papers and/or case studies
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content
• CFA (Chartered Financial Analyst), CIMA (Certified Investment Management Analyst)
• Prior plan advisory and/or recordkeeper experience

Minimum Qualifications Required:

• 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 6 license, 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

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