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Senior Managing Consultant - Retirement

CBIZ - Retirement & Investment

in Philadelphia PA

With over 120 offices and nearly 7,000 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:   

• 2022 Best and Brightest Companies to Work for in the Nation
• 2023 Top Workplaces USA
• 2022 America's Best Mid-Size Employers
• 2022 Best and Brightest Companies in Wellness
• 2022 Great Place to Work Certification 

CBIZ 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 plan services 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:

• Ensure client retirement plans are serviced in a consistent and timely manner
• Ensure plan designs remain appropriate to the employer's changing needs
• Responsible for maintaining a book of business as well as cultivating new business through high level of customer relations
• Develop appropriate plan design to meet client objectives, consult with client on recommendations, and implement proper changes as needed
• Advise clients on technical, regulatory, and problematic administrative issues and work with administrative team on solutions
• Provide general client service and problem resolution services
• Additional responsibilities as assigned

Preferred Qualifications:

• Bachelor's degree

Minimum Qualifications:

• High School Diploma or GED  
• Over six years of retirement plan administration and compliance experience, including managing a book of business
• Possesses an advanced understanding of industry and professional concepts, principles, practices, and procedures
• Expert 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
• Experience in coaching and teaching others 
• Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA) 
• Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes
• Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
• Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
• Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
• Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur; helps others resolve conflicts by providing impartial mediation when needed
• Ability to travel as necessary

How to Apply

Please apply using the provided link or email your resume directly to sgaither@cbiz.com

Apply Now

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