Talent.com
No longer accepting applications
Compliance Consultant

Compliance Consultant

CBIZUSA, Pennsylvania, West Conshohocken
12 days ago
Job type
  • Full-time
Job description

Job Purpose

Serve as Compliance contact for a diverse portfolio of clients both internal stakeholders and external clients

This role will be responsible for monitoring and interpreting legislation impacting Employee Benefit Plans ( ERISA, ACA, HIPAA, COBRA, etc.) and provide actionable compliance recommendations to ensure clients remain fully aligned with current laws and best practices. This will apply to internal and external clients and will be in collaboration with our in-house ERISA attorney.

Essential Functions and Primary Duties

Client Engagement & Advisory

  • 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.

Compliance Strategy & Support

  • 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.
  • Collaboration & Cross-Functional Partnership

  • 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.
  • Education, Training & Thought Leadership

  • 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.
  • Preferred Qualifications

  • 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)
  • 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; 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.
  • #LI-CM #LI-Hybrid

    ABOUT US

    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.

    Create a job alert for this search

    Compliance Consultant • USA, Pennsylvania, West Conshohocken

    Related jobs
    • Promoted
    VP Payments Compliance (Hybrid)

    VP Payments Compliance (Hybrid)

    The Bancorp Bank, N.A.Wilmington, DE, United States
    Full-time
    VP Payments Compliance (Hybrid).US-SD-Sioux Falls | US-DE-Wilmington.After the initial training period, this is a hybrid role, working onsite in either our Wilmington, DE or Sioux Falls, SD office....Show moreLast updated: 30+ days ago
    • Promoted
    Annuity Product Compliance Specialist

    Annuity Product Compliance Specialist

    Lincoln FinancialBroomall, PA, US
    Full-time
    Annuity Product Compliance Specialist.As the Annuity Product Compliance Specialist, you'll play a pivotal role in ensuring our products meet compliance standards and are successfully filed across a...Show moreLast updated: 1 day ago
    • Promoted
    Consultant, IRA Advisory

    Consultant, IRA Advisory

    Pennsylvania StaffingPhiladelphia, PA, US
    Full-time
    Consultant - Development Advisory.Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U....Show moreLast updated: 24 days ago
    • Promoted
    Compliance Business Oversight Manager

    Compliance Business Oversight Manager

    TD BankMount Laurel, NJ, US
    Full-time
    Compliance Administration Oversight & Reporting Manager.At TD Bank US Compliance, we're on a mission to build a more resilient and scalable compliance risk management function.As part of our team, ...Show moreLast updated: 2 days ago
    • Promoted
    Risk Control Consultant - Pennsylvania

    Risk Control Consultant - Pennsylvania

    Sentry InsurancePhiladelphia, PA, United States
    Full-time
    As a Risk Control Consultant professional, you would conduct comprehensive safety and risk management assessments, provide our Underwriting teams with a strong analytical opinion of risk to support...Show moreLast updated: 13 days ago
    Compliance Director

    Compliance Director

    Spruce Street ConsultingPhiladelphia, Pennsylvania, United States, 19102
    Full-time
    Spruce Street Compliance is a compliance and operations consulting firm based out of Philadelphia, PA and Washington, DC. Our firm is committed to supporting progressive causes and candidates nation...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Dir. Regulatory & Contracts Compliance and HEAR Operations, Workplace Fairness

    Dir. Regulatory & Contracts Compliance and HEAR Operations, Workplace Fairness

    Pennsylvania StaffingPhiladelphia, PA, US
    Full-time
    Director, Regulatory & Contracts Compliance And HEAR Operations, Workplace Fairness.The Director, Regulatory & Contracts Compliance and HEAR Operations, Workplace Fairness, is an essential architec...Show moreLast updated: 5 hours ago
    Corporate Compliance Director

    Corporate Compliance Director

    DevFindersChalfont St Peter, BKM, GB
    Part-time +1
    We are seeking a UK Resident Corporate Compliance Director to facilitate the opening of a UK bank account and ensure ongoing corporate compliance. This is a part-time, non-operational position requi...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Institution Regulatory Compliance Senior Consultant

    Financial Institution Regulatory Compliance Senior Consultant

    Pennsylvania StaffingPhiladelphia, PA, US
    Full-time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show moreLast updated: 1 day ago
    • Promoted
    Site Compliance Specialist - The Pavilion Apts.

    Site Compliance Specialist - The Pavilion Apts.

    Monroe Group Ltd.Philadelphia, PA, United States
    Full-time
    Our ideal candidates are driven by policies and deadlines.Candidates have the personality to positively interact with applicants, residents, and co-workers. They like to work hard while having fun a...Show moreLast updated: 2 days ago
    • Promoted
    Compliance Specialist- AML / CFT Program Oversight

    Compliance Specialist- AML / CFT Program Oversight

    VanguardMalvern, PA, US
    Full-time
    Lead The Fight Against Financial Crime At Vanguard.We are in pursuit of an individual with industry experience in Anti Money Laundering, Know Your Client, and Compliance Operations.In this crucial ...Show moreLast updated: 3 days ago
    • Promoted
    Sr Audit Group Manager - Consumer Compliance (US)

    Sr Audit Group Manager - Consumer Compliance (US)

    New Jersey StaffingMount Laurel, NJ, US
    Full-time
    Work Location : Mount Laurel, New Jersey, United States of America Hours : 40 Pay Details : $119,110 - $193,550 USD TD is committed to providing fair and equitable compensation opportunities to all co...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Dir. Regulatory & Contracts Compliance and HEAR Operations, Workplace Fairness

    Dir. Regulatory & Contracts Compliance and HEAR Operations, Workplace Fairness

    Philadelphia StaffingPhiladelphia, PA, US
    Full-time
    Director, Regulatory & Contracts Compliance And Hear Operations, Workplace Fairness.The Director, Regulatory & Contracts Compliance and HEAR Operations, Workplace Fairness, is an essential architec...Show moreLast updated: 17 hours ago
    • Promoted
    Financial Institution Regulatory Compliance Senior Consultant

    Financial Institution Regulatory Compliance Senior Consultant

    Philadelphia StaffingPhiladelphia, PA, US
    Full-time
    Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. Baker Tilly Advisory Group, LP and...Show moreLast updated: 14 days ago
    • Promoted
    Compliance Business Oversight Manager

    Compliance Business Oversight Manager

    North Carolina StaffingMount Laurel, NJ, US
    Full-time
    Work Location : • • Mount Laurel, New Jersey, United States of America • •Hours : • • 40 • •Pay Details : • • $91,000 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities ...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Sr Audit Group Manager - Consumer Compliance (US)

    Sr Audit Group Manager - Consumer Compliance (US)

    Delaware StaffingWilmington, DE, US
    Full-time
    Work Location : Mount Laurel, New Jersey, United States of America Hours : 40 Pay Details : $119,110 - $193,550 USD TD is committed to providing fair and equitable compensation opportunities to all co...Show moreLast updated: 5 hours ago
    UK Compliance Proxy Director

    UK Compliance Proxy Director

    DevFindersChalfont St Peter, BKM, GB
    Part-time +1
    We invite a UK Compliance Proxy Director to assist with opening a UK bank account and maintaining corporate compliance.This part-time, non-operational role requires minimal involvement.Expect 1–2 h...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Compliance Officer, Global Policies, Education, and Investigations (Remote)

    Senior Compliance Officer, Global Policies, Education, and Investigations (Remote)

    Jazz PharmaceuticalsPhiladelphia, PA, United States
    Full-time
    If you are a current Jazz employee please apply via the Internal Career site.Jazz Pharmaceuticals is a global biopharma company whose purpose is to innovate to transform the lives of patients and ...Show moreLast updated: 21 days ago