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Senior DC Investment Consultant

Company: CBIZ
Location: Kansas City
Posted on: January 15, 2022

Job Description:

Job DescriptionWith over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. - -CBIZ has been honored to be the recipient of several national recognitions: - -2020 Best Workplaces in Consulting & Professional Services by Great Place to Work2020 -Workplace Excellence Seal of Approval by the Alliance for Workplace ExcellenceTop 101 2020 Best and Brightest Companies to Work For in the Nation2020 Healthiest 100 Workplace in America2021 Top Workplaces USACBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement & investment solutions to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER). - - -Essential Functions and Primary Duties:Provide 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 propositions -Review 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 lists - -Cover 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 Qualifications:Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course contentMinimum Qualifications:High School Diploma or GED - -At 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 others -Series 6 license, 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 quickly -Motivated 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 organizationAbility to travel as necessaryREASONABLE ACCOMMODATIONIf you are a qualified individual with a disability -you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling [ Phone number blocked ] (toll free) -or send an email to [ Link Removed ] .EQUAL OPPORTUNITY EMPLOYERCBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages [ Link Removed ] and [ Link Removed ] . [ Link Removed ] Job SnapshotEmployee Type:Full-TimeLocation:Kansas CityJob Type:Benefits & InsuranceDate Posted:12/13/2021

Keywords: CBIZ, Kansas City , Senior DC Investment Consultant, Accounting, Auditing , Kansas City, Kansas

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