Head of Investor Relations

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.

The Head of Investor Relations (IR) serves as the face of CBIZ to the investment community and is responsible for shaping and executing our investor relations strategy. The Head of IR partners closely with the CEO, CFO and Senior Leadership Team to craft a clear, compelling narrative around our strategy, performance and long-term value creation that contribute to improved investor perception. This role is ideal for a proven IR professional who thrives at the intersection of finance, strategy, and communication—and is energized by the opportunity to influence outcomes, build trust with stakeholders, and elevate CBIZ’s presence with investors and analysts.

This role reports to the Chief Financial Officer, is a key member of the Finance Leadership Team and will collaborate closely with the CEO, the Senior Leadership Team, senior business and operations leaders, finance and accounting, legal and other teams.

Essential Functions and Primary Duties :

Strategic IR Leadership

• Design and implement a multi-year IR strategy to increase analyst coverage and investor awareness & interest in CBIZ.
• Monitor analyst activity, stock ownership trends, valuation models, and feedback to guide IR priorities and messaging.
• Establish an effective process and drive continuous improvement to support quarterly earnings reports and related reporting and information. Lead the development of earnings releases, investor presentations / decks, scripts, and Q&A.
• Collaborate with finance, legal, PR, and marketing to craft consistent messaging aligned with company strategy, performance, and market expectations and ensure transparent communication to drive shareholder value.
• Support broader corporate initiatives—such as M&A, capital planning, or ESG communications—that impact investor perceptions.

Investor & Analyst Engagement

Market Intelligence & Insights

Regulatory & Compliance

Team & People Leadership

Preferred Qualifications :

The successful candidate will :

Minimum Qualifications :

#LI-MM2 #LI-Hybrid

#J-18808-Ljbffr