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Managing Consultant - DB/Cash Balance

CBIZ

in Remote

Logo for CBIZ

With 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 Work®   
  • 2019 America’s Best Mid-Size Employers by Forbes  
  • 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence  
  • Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources 

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 & 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). 

This individual can either sit in our Torrance, CA office or remotely.

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  
  • At least six years of professional, retirement plan administration and compliance experience, including managing a book of business
  • Possesses comprehensive knowledge 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
  • 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
  • Ability to travel as necessary

How to Apply

Please apply directly using the link below, or email sgaither@cbiz.com

Apply Now


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