Relationship Manager - Pensions
Univest Financial Corporation•Allentown, PA
•Hybrid
About The Position
Girard, a Univest Wealth Division, is seeking a Relationship Manager – Pensions in Allentown or King of Prussia to support pension plan clients, share investment insights, and coordinate solutions that meet client needs. The role includes attending investment and consulting meetings, managing pension-plan reporting processes, maintaining client relationships, coordinating with actuarial firms, ensuring investment-policy compliance, and participating in the RFP process.
Requirements
- 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 verbal and written communication skills.
- Presentation skills for addressing individuals or large groups.
- Self-starter with the ability to set priorities, manage duties, and exceed client expectations.
- Bachelor’s degree in accounting, finance, business, or a related field.
Nice To Haves
- CFA designation.
- Master’s degree or MBA.
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.
- Comply with laws and regulations applicable to the position, including the Univest Code of Conduct.
- Participate in and lead the RFP process.
- Perform other duties as assigned.
Benefits
- Medical, dental, and vision coverage for single or family plans, beginning the first of the month following the start date.
- 401(k) plan with up to a 3% employer match after 6 months of employment.
- 20 days of paid time off annually, prorated in the first year.
- 12 weeks of short-term disability sick time with a doctor's note, prorated in the first year.
- 11 paid holidays.
- Company-paid life insurance and other supplemental insurances.
- Tuition reimbursement.
- Employee wellness programs, including fitness club discounts and fitness tracker discounts or annual reimbursement.
- Discounts on loan products.
- Professional development trainings.
