Finance Analyst at Solstice, focusing on financial planning and analysis. Responsible for data analysis, reporting, and strategic insights to enhance financial health.
About the role
- Senior Investment Consultant providing investment advisory services for retirement plans at CBIZ. Establishing client relationships and facilitating technical investment expertise while ensuring compliance with regulations.
Responsibilities
- Provide technical expertise related to investment questions and issues in support of servicing clients
- Establish strong relationships with vendors, record-keepers, investment managers, and custodians
- Gather 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 consistency
- Provide general client service and problem resolution services
- Prepare agenda items and content for client meetings
- Assist with the presentation of investment reviews with clients
- Work with service team on investment review action items/follow ups
- Perform due diligence and commentaries on investment managers
- Perform investment assessment and analysis for the entry and removal of preferred fund lists
- Cover asset class for preferred fund list
- Assist with and complete strategic projects on a quarterly basis
- Produce reports using investment software programs such as Morningstar Direct and Envestnet
- Manage client requests for proposals for plan recordkeepers/vendors
- Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist
- Additional responsibilities as assigned
Requirements
- High School Diploma or GED required
- At least five years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
- Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
- Possesses expert knowledge of pertinent laws, regulations and professional standards
- Expert 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
- Series 6 license, plus any other licenses as required by law
- At 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 law
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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