Senior Director of Investments | Defined Contribution
Cbiz Benefits & Insurance Services, Inc.

Philadelphia, Pennsylvania

This job has expired.

Job Description

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

  • Oversee the investment activities in the defined contribution group, including the management of the core investment list and the due diligence process
  • Manage the output of the research process: write ups, quantitative reports, qualitative commentaries
  • Contribute to improving the team with constructive ideas on system efficiency
  • Perform investment research in conjunction with the broader research team
  • Prepare and present investment-related topics to the relevant investment committees
  • Support the defined contribution practice by providing thought leadership specific to the industry. Knowledge of ERISA, regulatory guidelines from the Department of Labor, and investment products specific to the defined contribution industry is a must
  • Assumes accountability for the team's output through sound management of investment process and of team members. Provide leadership, conflict resolution, and mentoring to staff
  • Communicate with clients as needed and with the investing public through webinars, panels, and presentations
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor's degree

Qualifications Required

  • High School Diploma or GED required
  • Over 8 years' experience in area of expertise with increasing complexity
  • At least 7 years' experience managing and leading multiple functions and highly technical staff
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Demonstrate industry experience; product knowledge, proposal process, underwriting, regulatory trends, and presentations skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Expert knowledge of state and federal legislation and regulations impacting discipline
  • Expertise in managing clients
  • Advanced problem solving and critical thinking skills


If you are a qualified individual with a disabilityyou 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 844-558-1414 (toll free)or send an email to


CBIZ 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 EEO is the Law and EEO is the Law Supplement.


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