CBIZ Employee Services Organization
Institutional Investment Sales Consultant
CBIZ Employee Services Organization, Tampa, Florida, us, 33646
Memphis, TN, United States and 7 more (Hybrid)
Job Info
Job Identification 4106
Posting Date 11/09/2025, 06:05 AM
Locations 5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131, US 201 E Kennedy Blvd, Ste 1500, Tampa, FL, 33602, US 2255 Glades Road, Suite 118E, Boca Raton, FL, 33431, US 520 Walnut Street, Ste 1475, Philadelphia, PA, 19106, US 3625 Cumberland Blvd, Suite 1100, Atlanta, GA, 30339, US 1001 McKinney Street, Suite 1700, Houston, TX, 77002, US 4849 Greenville Avenue, Suite 1000, Dallas, TX, 75206, US 4211 W. Boy Scout Blvd Suite 650, Tampa, FL, 33607, US (Hybrid)
We are seeking a dynamic and results-driven Institutional Investment Sales Consultant to join our team in Memphis, TN, or remotely. This role is responsible for driving new business growth by selling large market institutional services (>$10 million in investable assets), to Defined Benefit (DB) plans, endowments, foundations, OPEB trusts, Cash Balance Plans, Operating Funds, etc.
The ideal candidate will have experience in institutional investment consulting, strong industry relationships, and expertise in consultative interactions with plan sponsors, fiduciaries, institutional client staff, and investment managers.
Essential Functions and Primary Duties Achieve and exceed assigned sales targets through a proactive strategy to acquire new institutional consulting clients.
Proactively identify and engage prospective clients through networking, referrals, and direct outreach to Treasurers, HR professionals, CFOs, and Treasury/Finance Department Staff.
Consult with organizations to assess their investment portfolio and policy needs; and, work with CBIZ institutional investment consultants to prepare and present tailored service proposals that align with their fiduciary obligations and investment objectives, including the coordination and assistance with request for proposal (RFP responses).
Coordinate negotiations/contracting to close new business opportunities while adhering to compliance requirements and fiduciary standards.
Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
Assisting the marketing team in content review and creation of necessary literature.
Collaborate with internal teams, including institutional investment consultants, compliance specialists, and performance measurement, to support sales efforts and deliver a seamless client onboarding experience.
Stay informed about industry trends, regulatory changes, and competitive services/products to provide clients with up-to-date guidance.
Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.
Preferred Qualifications FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date).
5+ years of experience in institutional investment consulting, financial services, or a related field.
Strong knowledge of the full scope of institutional consulting services (e.g. investment policies, asset allocation, investment manager due diligence, and performance evaluation).
Existing network of contacts within the business and institutional markets preferred.
Excellent presentation and relationship-building skills.
Self-motivated with the ability to work independently and meet sales goals.
Bachelor's degree in Finance, Business, or related field preferred.
Chartered Financial Analyst and/or Chartered Alternative Investment Analyst is beneficial.
Minimum Qualifications
High School Diploma or GED equivalent
Some relevant industry experience
Must obtain required licenses/credentials
Superior command of verbal, written, presentation, and negotiation skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Must be able to travel based on client and business needs
#LI-CM #LI-Hybrid
About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation
If you are a qualified individual with a disability, you 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 accom@cbiz.com .
Equal Opportunity Employer
CBIZ is an 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 Know Your Rights .
#J-18808-Ljbffr
Job Info
Job Identification 4106
Posting Date 11/09/2025, 06:05 AM
Locations 5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131, US 201 E Kennedy Blvd, Ste 1500, Tampa, FL, 33602, US 2255 Glades Road, Suite 118E, Boca Raton, FL, 33431, US 520 Walnut Street, Ste 1475, Philadelphia, PA, 19106, US 3625 Cumberland Blvd, Suite 1100, Atlanta, GA, 30339, US 1001 McKinney Street, Suite 1700, Houston, TX, 77002, US 4849 Greenville Avenue, Suite 1000, Dallas, TX, 75206, US 4211 W. Boy Scout Blvd Suite 650, Tampa, FL, 33607, US (Hybrid)
We are seeking a dynamic and results-driven Institutional Investment Sales Consultant to join our team in Memphis, TN, or remotely. This role is responsible for driving new business growth by selling large market institutional services (>$10 million in investable assets), to Defined Benefit (DB) plans, endowments, foundations, OPEB trusts, Cash Balance Plans, Operating Funds, etc.
The ideal candidate will have experience in institutional investment consulting, strong industry relationships, and expertise in consultative interactions with plan sponsors, fiduciaries, institutional client staff, and investment managers.
Essential Functions and Primary Duties Achieve and exceed assigned sales targets through a proactive strategy to acquire new institutional consulting clients.
Proactively identify and engage prospective clients through networking, referrals, and direct outreach to Treasurers, HR professionals, CFOs, and Treasury/Finance Department Staff.
Consult with organizations to assess their investment portfolio and policy needs; and, work with CBIZ institutional investment consultants to prepare and present tailored service proposals that align with their fiduciary obligations and investment objectives, including the coordination and assistance with request for proposal (RFP responses).
Coordinate negotiations/contracting to close new business opportunities while adhering to compliance requirements and fiduciary standards.
Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
Assisting the marketing team in content review and creation of necessary literature.
Collaborate with internal teams, including institutional investment consultants, compliance specialists, and performance measurement, to support sales efforts and deliver a seamless client onboarding experience.
Stay informed about industry trends, regulatory changes, and competitive services/products to provide clients with up-to-date guidance.
Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.
Preferred Qualifications FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date).
5+ years of experience in institutional investment consulting, financial services, or a related field.
Strong knowledge of the full scope of institutional consulting services (e.g. investment policies, asset allocation, investment manager due diligence, and performance evaluation).
Existing network of contacts within the business and institutional markets preferred.
Excellent presentation and relationship-building skills.
Self-motivated with the ability to work independently and meet sales goals.
Bachelor's degree in Finance, Business, or related field preferred.
Chartered Financial Analyst and/or Chartered Alternative Investment Analyst is beneficial.
Minimum Qualifications
High School Diploma or GED equivalent
Some relevant industry experience
Must obtain required licenses/credentials
Superior command of verbal, written, presentation, and negotiation skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Must be able to travel based on client and business needs
#LI-CM #LI-Hybrid
About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation
If you are a qualified individual with a disability, you 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 accom@cbiz.com .
Equal Opportunity Employer
CBIZ is an 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 Know Your Rights .
#J-18808-Ljbffr