Apply on Employer Site

CBIZ · 22 hours ago

Compliance Consultant

West Conshohocken, PA

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Compliance Consultant will serve as the primary compliance contact for clients, providing actionable compliance recommendations and monitoring evolving legislation impacting employee benefits.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Hiring Manager

Clint McFall

Responsibilities

Serve as the primary compliance contact for a diverse portfolio of clients, delivering exceptional service and trusted expertise

Build and maintain strong, long-term client relationships through consistent communication, proactive outreach, and strategic support

Translate complex federal and state benefits regulations into practical, client-ready guidance

Monitor and interpret evolving legislation impacting employee benefits (ERISA, ACA, HIPAA, COBRA, etc.)

Provide clear, actionable compliance recommendations to ensure clients remain fully aligned with current laws and best practices

Identify potential compliance gaps and develop tailored strategies to mitigate risk

Partner closely with internal benefits, legal, and compliance teams to deliver seamless client solutions

Coordinate and lead client meetings to discuss emerging compliance topics, strategy updates, and action plans

Work hand-in-hand with our in-house ERISA attorney to create high-quality, client-facing educational content

Develop and deliver engaging training sessions, webinars, and workshops on new compliance requirements and industry trends

Contribute to the development of compliance-related media—such as articles, podcasts, and communication campaigns—to expand CBIZ’s thought leadership footprint

Support marketing and communication initiatives that reinforce CBIZ’s reputation as a leading voice in employee benefits compliance

Qualification

Compliance expertiseEmployee Benefit PlansClient relationship managementStatistical analysisFinancial modelingProblem-solving skillsWritten communicationTraining skillsPresentation skillsCritical thinkingTeam collaboration

Required

High School Diploma or GED required; Bachelor's degree preferred with emphasis in math, statistics or finance

Over 8 years of experience in benefit analysis for group employee benefits

Must have the ability to compile, analyze, present, interpret financial and statistical information to facilitate decision making

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

Expertise in managing clients with alternative funding arrangements

Advanced skill in using computer application software for financial modeling, statistical analysis and spreadsheet calculations

Expert knowledge of state and federal benefits legislation

Sets priorities and manages work flow to ensure efficient, timely and accurate deliverables

Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

Advanced problem solving and critical thinking skills

Must be able to travel based on client and business needs

Preferred

Bachelor's degree in Business Administration or Law

5 years of Benefits and compliance experience and or consulting

Degrees, certifications, required credentials

Strong problem-solving skills, client service, and critical thinking skills

Subject matter expert in compliance surrounding Employee Benefit plans

Preferred CEBS, SHRM, or law degree

Strong written and presentation skills

Abilities required to perform the essential functions of the job, such as training, management of staff (essential functions must have qualifications listed for success in this section)