Qureos Mentor

CBIZ

<div>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.</div>
 <div>Minimum Qualifications
<ul><li>College Degree or equivalent required
</li><li>8 years related experience
</li><li>Expert technical knowledge
</li><li>Knowledge of industry regulations
</li><li>Ability to lead and coordinate the team activities of others
</li><li>Ability to formulate, document and recommend new policies and procedures
</li><li>Able to work in and lead a team
</li><li>Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
</li><li>Ability to travel as required by business and on-call availability</li></ul></div>
 <div>Essential Functions and Primary Duties
<ul><li>Successfully manage and deliver large, high-value, complex projects related to Assurance transformation initiatives as scoped, on-time, and within budget.
</li><li>Collaborate with project team to identify activities, deliverables, and milestones for the schedule and to estimate and assign required tasks necessary to complete the project.
</li><li>Perform project risk assessment and select and implement appropriate risk strategies.
</li><li>Actively identify and seek resolution of issues that are impacting progress of projects.
</li><li>Provide leadership and motivation to project team members throughout the project lifecycle.
</li><li>Implement and oversee project communication plans that ensure appropriate level of communication with executives, internal colleagues, and external stakeholders.
</li><li>Direct and coordinate activities of all parties involved in the project to ensure that the project progresses on time and within budget.
</li><li>Accurately forecast project expenses, manage actuals within an appropriate variance of project budget, and coordinate with financial teams on budget.
</li><li>Prepare status reports alongside the project team and modify schedules or plans as required.
</li><li>Continuously benchmark project management performance to identify improvements and achieve higher capability maturity in project and portfolio management.
</li><li>Work with 3rd party vendors, manage 3rd party resources, and manage 3rd party contractual and financial deliverables.
</li><li>Manage multiple projects at a time, including those that may be assigned outside of the transformation program.
</li></ul>Preferred Qualifications
<ul><li>7+ years of project management experience.
</li><li>A bachelor&rsquo;s degree in business management, technology management, or computer science/engineering.
</li><li>A demonstrable record delivering multiple large, high-value, complex on-premise and cloud-centric IT projects as scoped, on-time, and within budget.
</li><li>Experience using a variety of PM skills across both Traditional and Agile approaches.
</li><li>Must be able to create and manage work breakdown structures, project schedules, project budgets, project risk registries, issue logs at an advanced level.
</li><li>Must be able to lead sprint planning sessions, organize and refine backlogs, lead sprint reviews and retrospectives, and guide teams new to Agile.
</li><li>Must be able to manage vendors, from contract negotiation through transition to operational support.
</li><li>Experience using a variety of best practices for organizing, leading, and communicating with project teams.
</li><li>Must be able to lead and direct large project teams across multiple US and non-US locations through forming, storming, norming, and performing phases.
</li><li>Must be able to clearly communicate, verbally and in writing, to various levels of project leadership to convey status of projects.
</li><li>Must be able to negotiate and manage expectations of key senior and executive stakeholders.
</li><li>Proven experience in business process improvement using information technology, and organizational change management related to new technology introduction.
</li><li>Experience using Smartsheet for managing projects is required. Experience configuring and customizing Smartsheet is preferred.
</li><li>MBA or Master&rsquo;s degree in business management or technology management is a plus.
</li><li>PMP and/or Agile certifications, such as Certified Scrum Master, is a plus.
</li><li>Public accounting firm experience or experience with tax or assurance product development is preferred.
</li><li>Knowledge of common business operations applications such as CRM and ERP, is preferred
</li><li>Experience managing Merger &amp; Acquisition projects focused on technology transition and integrations is a plus.</li></ul></div>

Senior Project Manager | Assurance Transformation

<div>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.</div>
 <div>Minimum Qualifications
<ul><li>High School Diploma or GED equivalent
</li><li>Some relevant industry experience
</li><li>Must obtain required licenses/credentials
</li><li>Superior command of verbal, written, presentation, and negotiation skills
</li><li>Proficient use of applicable technology
</li><li>Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
</li><li>Must be able to travel based on client and business needs</li></ul></div>
 <div>We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions.
The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients.
Essential Functions and Primary Duties:
<ul><li>Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients.
</li><li>Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
</li><li>Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives.
</li><li>Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards.
</li><li>Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
</li><li>Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations.
</li><li>Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience.
</li><li>Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance.
</li><li>Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
</li>Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities. 
<li>
</li></ul>Preferred Qualifications:
<ul><li>FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date).
</li><li>5+ years of experience in retirement plan sales, financial services, or a related field.
</li><li>Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
</li><li>Existing network of contacts within the business and institutional markets preferred.
</li><li>Excellent presentation, negotiation, and relationship-building skills.
</li><li>Self-motivated with the ability to work independently and meet sales goals.
</li><li>Bachelor's degree in Finance, Business, or related field preferred.
</li></ul>Compensation &amp; Benefits
<ul><li>Competitive base salary + uncapped commission structure
</li><li>Comprehensive benefits package (health, dental, vision, 401(k), etc.)
</li><li>Professional development support and industry training
</li><li>Opportunity for career growth within a top 10 public accounting and financial services firm
</li><li>Join our team and help businesses and institutions build strong financial futures for their employees.</li></ul></div>

Retirement Plan Sales Consultant

<div>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.</div>
 <div>Minimum Qualifications
<ul><li>High School Diploma or GED required
</li><li>Bachelor's degree or two years of experience on a specialized subject matter
</li><li>Must maintain current required licenses and certifications relevant to field of expertise
</li><li>Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
</li><li>Effective customer service skills
</li><li>Proficient use of applicable technology
</li><li>Ability to work in team environment as well as independently
</li><li>Ability to analyze and prioritize multiple responsibilities</li></ul></div>
 <div>Essential Functions and Primary Duties
<ul><li>Collaborate with the Regional Resource Management Leader and other stakeholders to implement regional resource management strategies aligned with the company objectives
</li><li>Foster strong relationships with key stakeholders within the region, including office leaders, project managers, and human resource personnel, to understand resource needs and ensure effective resource allocation
</li><li>Responsible for maintenance of scheduling software to support resource management processes and improve data accuracy and accessibility. This includes maintenance of engagement schedules and coordination of inter-regional staff sharing opportunities.
</li><li>Produce reporting to meet the needs of leaders. Analyze reports to make decisions related to scheduling of resources.
</li><li>Manage resource utilization ensuring staffing needs are anticipated and met in a timely and effective manner to support project demands
</li><li>Ensure compliance with all relevant governance policies and procedures related to resource management activities within the region
</li><li>Collaborate with the Regional Resource Management Leader to ensure consistency and standardization across regions, sharing best practices and fostering a culture of continuous improvement</li></ul></div>

Resource Management Specialist

Join CBIZ and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

CBIZ

About Company

Senior Project Manager | Assurance Transformation

Retirement Plan Sales Consultant

Resource Management Specialist

Resource Management Specialist