Retirement Plan Investment Specialist
CBIZ
CBIZ is seeking an experienced investment advisory professional to support retirement plan services in Cleveland. The role involves technical investment analysis, market intelligence gathering, and collaboration with vendors, record-keepers, and custodians to ensure plan efficiency and compliance. Responsibilities include assisting with client meetings, presenting investment reviews, performing manager due diligence, and managing fund lists with Morningstar Direct and Envestnet. #J-18808-Ljbffr CBIZ
Vacancy posted 1 day ago
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