Senior Conversion Specialist | Retirement & Investment jobs in United States
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CBIZ ยท 2 weeks ago

Senior Conversion Specialist | Retirement & Investment

positionNorth Canton, OH
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Senior Conversion Specialist will oversee transition processes related to retirement plans, serve as the primary contact for conversion activities, and ensure effective communication with various stakeholders.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
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H1B Sponsor Likelynote

Responsibilities

Oversee transition processes such as transitioning from one fund to another, or transitioning TPAs
Primary contact for all conversion related activity
Restate plan documents
Prepare fund company paperwork
Update systems
Communicate with Plan Sponsors, TPA's, or advisors
Provide asset allocations and loan initiation for fund companies
Provide general client service and problem resolution services
Additional responsibilities as assigned

Qualification

Retirement plan industry experienceExpert knowledge of lawsRegulationsQualified Pension Administrator (QPA)Advanced industry knowledgeExpert use of technologyProficient in MS Office SuiteCoachingTeachingLeadership skillsInterpersonal skillsCommunication skills

Required

High School Diploma or GED required
At least five years of professional, retirement plan industry experience
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
Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
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

Preferred

Bachelor's degree

Company

CBIZ

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Glassdoor4.0
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CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
dateFounded in 1987
location
Cleveland, Ohio, USA
people-size10001+ employees
web-link
http://www.cbiz.com

H1B Sponsorship

CBIZ has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)

Funding

Current Stage
Public Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

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Brad Lakhia
Senior Vice President & Chief Financial Officer
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Ware H. Grove
SVP & CFO
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Recent News

GlobeNewswire
CBIZ Announces Several New Strategic Leadership Appointments to Drive Ongoing Growth
2025-12-18
MarketScreener
CBIZ Releases 2026 Benefits & Insurance Market Outlook Highlighting Rising Costs, Regulations, and Workforce Trends
2025-12-10
thefly.com
CBIZ appoints Christopher Sikora as VP, IR and corporate finance
2025-12-09
Company data provided by crunchbase