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Retirement Plan Investment Specialist
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-08-27
Listing for:
CBIZ
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
CBIZ is seeking an experienced investment advisory professional to support retirement plan services in Cleveland. The role involves technical investment analysis, market intelligence gathering, and collaboration with vendors, record-keepers, and custodians to ensure plan efficiency and compliance.
Responsibilities include assisting with client meetings, presenting investment reviews, performing manager due diligence, and managing fund lists with Morningstar Direct and Envestnet.
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