Senior Consultant Jobs in Cleveland, OH
Senior Consultant jobs in Cleveland are concentrated in the Central Business District, University Circle, and the Flats East Bank, with steady demand across healthcare, financial services, and management consulting. Employers hiring right now include Deloitte, PNC Financial Services, and CBIZ. Find a role that fits below and apply directly.
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Showing 5 of 15+ Senior Consultant jobs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; } Minimum Qualifications High School Diploma or GED required At least five years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment 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 Series 6 license, plus any other licenses as required by law At least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisor), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law 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
Essential Functions and Primary Duties
- Provide technical expertise related to investment questions and issues in support of servicing clients
- Establish strong relationships with vendors, record-keepers, investment managers, and custodians
- Gather and maintain market intelligence related to products, services, and value propositions
- Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency
- Provide general client service and problem resolution services
- Prepare agenda items and content for client meetings
- Assist with the presentation of investment reviews with clients
- Work with service team on investment review action items/follow ups
- Perform due diligence and commentaries on investment managers
- Perform investment assessment and analysis for the entry and removal of preferred fund lists
- Cover asset class for preferred fund list
- Assist with and complete strategic projects on a quarterly basis
- Produce reports using investment software programs such as Morningstar Direct and Envestnet
- Manage client requests for proposals for plan recordkeepers/vendors
- Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; } Minimum Qualifications High School Diploma or GED required At least five years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment 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 Series 6 license, plus any other licenses as required by law At least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisor), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law 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
Essential Functions and Primary Duties
- Provide technical expertise related to investment questions and issues in support of servicing clients
- Establish strong relationships with vendors, record-keepers, investment managers, and custodians
- Gather and maintain market intelligence related to products, services, and value propositions
- Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency
- Provide general client service and problem resolution services
- Prepare agenda items and content for client meetings
- Assist with the presentation of investment reviews with clients
- Work with service team on investment review action items/follow ups
- Perform due diligence and commentaries on investment managers
- Perform investment assessment and analysis for the entry and removal of preferred fund lists
- Cover asset class for preferred fund list
- Assist with and complete strategic projects on a quarterly basis
- Produce reports using investment software programs such as Morningstar Direct and Envestnet
- Manage client requests for proposals for plan recordkeepers/vendors
- Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course
See All 15 Senior Consultant Jobs in Cleveland
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Find Senior Consultant JobsSenior Consultant Job Market in Cleveland
Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
- Accounting & Auditing
- Staffing & Recruiting
- Banking & Financial Services
- Investment & Asset Management
Senior Consultant Jobs in Cleveland: Frequently Asked Questions
How do I get a senior consultant job in Cleveland?
The strongest path into a senior consultant role in Cleveland runs through its healthcare, financial services, and professional services sectors, which drive the bulk of local demand. Firms and health systems in the Central Business District and University Circle hire most actively. Candidates with project management credentials, cross-functional stakeholder experience, and familiarity with Cleveland's complex healthcare ecosystem stand out from the field.
Which companies hire senior consultants in Cleveland?
Employers hiring senior consultants in Cleveland right now include Deloitte, PNC Financial Services, and CBIZ, based on current listings on Migrate Mate as of July 2026. Cleveland's mix of regional health systems, national consulting firms with local offices, and mid-market financial and industrial companies means openings appear across a wide range of employer types.
Are there remote senior consultant jobs in Cleveland?
Yes, though availability depends heavily on the practice area. About 22% of senior consultant openings tied to Cleveland are remote or hybrid as of July 2026, with the remote share skewing toward strategy, analytics, and technology consulting rather than on-site operational or healthcare roles where in-person client presence is expected.
How can I get a senior consultant job in Cleveland with little or no experience?
The most realistic entry path is through analyst or associate consultant roles at Cleveland's professional services firms and regional health systems, where internal promotion into senior roles is common. Targeting employers in University Circle's medical and nonprofit corridor or downtown financial firms that run structured development programs gives early-career candidates a concrete foothold. A graduate degree or relevant certification from institutions like Case Western Reserve University also helps locally.
Which industries hire the most senior consultants in Cleveland?
Most senior consultant openings in Cleveland sit in Consulting & Professional Services, Accounting & Auditing, and Staffing & Recruiting, per current listings on Migrate Mate as of July 2026. Cleveland's nationally significant healthcare cluster anchored in University Circle, combined with its established financial services and manufacturing base, makes these sectors the consistent engines of local consulting demand.
See All 15 Senior Consultant Jobs in Cleveland
Find roles in Cleveland that match your experience and apply in just a few clicks.
Find Senior Consultant Jobs