Strategic Pensions Relationship Manager

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. 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.