Relationship Manager - Pensions

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

Benefits dieser Stelle

Health Insurance

401(k) with up to 3% employer match

PTO 20 days annually

Short Term Disability 12 weeks

11 paid holidays

Life insurance

Zusammenfassung

Univest Financial Corp. seeks a Relationship Manager – Pensions to support pension plan clients from Allentown (and King of Prussia).

You will review performance reports, coordinate IPSs, and drive client solutions while maintaining strong relationships and delivering market insights. Ideal candidates have 5+ years in municipal or defined benefit pensions, strong communication and presentation skills, and a degree in finance or accounting.

Qualifikationen

• Minimum 5+ years of experience with municipal or defined benefit pension plans.
• Experience in a relationship management role serving as primary liaison with clients, preferably institutional.
• Excellent communication skills—verbal and written.
• Strong presentation skills for audiences of varying sizes.
• Self-starter with ability to set priorities and exceed client expectations.
• Bachelor’s degree in accounting, finance, business, or related field; CFA / MBA preferred.

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 events.
• Coordinate with actuarial firms to facilitate cost studies and complex client requests.
• Ensure compliance with asset allocation models and IPS documentation.
• Oversee preparation and distribution of pension plan performance reports.
• Participate in and lead the RFP process.
• Perform other duties as assigned.

Ausbildung

Bachelor's degree in accounting, finance, business, or related fields

CFA designation / MBA preferred

Tools

PowerPoint

Jobbeschreibung

Univest Financial Corp

Relationship Manager - Pensions

US-PA-Allentown

Job ID: 7087

Type: Full Time

# of Openings: 1

Category: Girard

Univest Financial Corporation

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Overview

Girard, a Univest Wealth Division, is looking for a Relationship Manager – Pensions in Allentown or King of Prussia to support pension plan clients, share investment insights, and coordinate solutions that meet their needs. Bring your pension expertise and passion for client service, we’d love to connect.

Responsibilities

• Attend investment and consulting meetings as requested 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, professional associations, networking opportunities, 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.
• Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
• Participate and lead the RFP process.
• Perform other duties as assigned.

Qualifications

• Preferred 5+ years of experience working with municipal pension plans or defined benefit pension plans.
• Experience in a relationship management role serving as the primary liaison with clients, preferably institutional relationships presenting investment materials and market and economic insights.
• Excellent communication skills: communication, verbal, and written.
• Presentation skills to people or a large group.
• Self-starter with the ability to set priorities, manage duties, and exceed client expectations.
• A bachelor’s degree in accounting, finance, business, or related fields; a CFA designation, a master’s degree, or an MBA is preferred.

Wage Range

The annual salary for this position ranges from $85,000-$100,000.

Benefits Overview

Univest offers a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 20 days annually (prorated your first year)
• Short Term Disability: 12 weeks of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

Equal employment opportunity, including veterans and individuals with disabilities.