Relationship Manager - Pensions

Univest Financial Corporation; 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

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 peopleor 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.