Senior Investment Consultant

Job-ID: 5975Location: Cleveland, OH, United StatesWorkplace: HybridPosted: 2026-10-30#LI-JSS #LI-HybridQualificationsMinimum QualificationsHigh School Diploma or GED requiredAt least five years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environmentPossesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and proceduresPossesses expert knowledge of pertinent laws, regulations and professional standardsExpert use of applicable technologyProficient 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 skillsExperience in coaching and teaching othersSeries 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 lawAt 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 lawAbility to anticipate and elicit customer needsAbility to self-learn and develop business and technical knowledge quicklyMotivated team player with demonstrated interpersonal skillsComfortable working with quick turnaround times and deadlinesExcellent communication skills with the ability to effectively interact with individuals at all levels of the organizationResponsibilitiesEssential Functions and Primary DutiesProvide technical expertise related to investment questions and issues in support of servicing clientsEstablish strong relationships with vendors, record-keepers, investment managers, and custodiansGather and maintain market intelligence related to products, services, and value propositionsReview and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistencyProvide general client service and problem resolution servicesPrepare agenda items and content for client meetingsAssist with the presentation of investment reviews with clientsWork with service team on investment review action items/follow upsPerform due diligence and commentaries on investment managersPerform investment assessment and analysis for the entry and removal of preferred fund listsCover asset class for preferred fund listAssist with and complete strategic projects on a quarterly basisProduce reports using investment software programs such as Morningstar Direct and EnvestnetManage client requests for proposals for plan recordkeepers/vendorsProvide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education SpecialistAdditional responsibilities as assignedPreferred QualificationsBachelor's degree in finance, economics, mathematics or other areas that contain strong analytical courseSeries 65 licenseAbout the companyCBIZ, 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.