Relationship Manager - Pensions

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. Apply today!

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

Click here for Benefit Information

#Girard

#LI-Hybrid

#INDUNI

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.

Notice to Recruiters

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.

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

Click here for Benefit Information

#Girard

#LI-Hybrid

#INDUNI

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.

Notice to Recruiters