Pensions Relationship Manager – Institutional Clients

Univest; Allentown (Lehigh County); Vor Ort; USD 85.000 - 100.000; Vollzeit

Benefits dieser Stelle

Health Insurance

401(k) with employer match

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Life Insurance

Tuition Reimbursement

Wellness programs

Discounts on loan products

Professional development trainings

Zusammenfassung

Univest, a wealth management leader, seeks a Relationship Manager - Pensions to support municipal pension plans from Allentown or King of Prussia. You will review performance reports, provide market commentary, and coordinate IPS documentation for client plans.

As a trusted liaison, you will grow client relationships, collaborate with actuarial firms, and guide reporting and RFP processes to ensure compliant, tailored pension solutions.

Qualifikationen

• Preferred 5+ years of experience working with municipal or defined benefit pension plans.
• Experience as the primary liaison with clients in a relationship management role, presenting investment materials and market insights.
• Excellent communication skills in verbal and written form; strong presentation abilities.

Aufgaben

• Attend investment and consulting meetings to review performance reports and provide market commentary.
• Act as process owner for reports outlined in GPS consulting agreements.
• Maintain and strengthen client relationships through meetings, networking, and Univest-sponsored events.
• Coordinate with actuarial firms to facilitate cost studies, ordinance reviews, and other complex client requests.
• Ensure compliance with asset allocation models and Investment Policy Statements (IPS), including implementation and documentation of new or revised IPSs.
• Oversee the preparation and distribution of periodic pension plan performance reports.
• Ensure compliance with applicable laws and Univest Code of Conduct.
• Participate in and lead the RFP process.
• Perform other duties as assigned.

Kenntnisse

Pension expertise

Relationship management

Communication skills

Presentation skills

Ausbildung

Bachelor’s degree in accounting/finance/business

CFA designation

MBA or master's degree

Jobbeschreibung

Univest, a wealth management leader, seeks a Relationship Manager - Pensions to support municipal pension plans from Allentown or King of Prussia. You will review performance reports, provide market commentary, and coordinate IPS documentation for client plans.

As a trusted liaison, you will grow client relationships, collaborate with actuarial firms, and guide reporting and RFP processes to ensure compliant, tailored pension solutions.