Employee Retirement Fund Officer II (Employee Retirement Fund [ERF] Dept.-Financial Team, Non-Civil Service)

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Job Summary

The most senior individual contributor level Employee's Pensions Officer responsible for performing specialized tasks in one or more key areas of benefits, communications, finance, investments or technology management for the City of Dallas, conducting investment and regulatory compliance analysis, and overseeing high‑level policy implementation.

Essential Functions

• Oversees the administration of retirement benefits, leading advanced pension program evaluations, and recommending operational improvements and cost‑saving strategies.
• Develops comprehensive reports on pension fund performance, actuarial projections, and financial sustainability.
• Serves as a key representative in pension‑related legislative discussions, regulatory compliance audits, and policy development initiatives.
• Manages large‑scale pension system modernization projects, including data migration, cybersecurity measures, and automation strategies.
• Collaborates with investment professionals to assess market conditions, analyzes asset allocations, and monitors risk exposure.
• Ensures compliance with IRS, GASB, Department of Labor, and other governing bodies related to public pension fund management.
• Provides expert consultation on pension plan redesign, retirement incentive programs, and workforce transition planning.
• Develops strategic communication plans for pension program changes, engaging ERF members and stakeholders.
• Conducts advanced forecasting and stress testing of pension liabilities and funding models.
• Advises executive leadership on long‑term pension planning, workforce implications, and financial impact analysis.
• Provides technical support and training to ERF staff and ensures transition of knowledge and documentation of processes.
• Monitors investment portfolios for compliance, prepares fund performance reports, creates standardized tools and templates, evaluates potential investment opportunities, and ensures adherence to relevant policies and regulations.
• Analyzes and leads technology upgrades, ensures data integrity, and provides technical support and training to other ERF staff.
• Ensures documentation of processes and critical information; manages and assists with succession planning.
• Performs other work as needed or assigned.

Knowledge, Skills, and Abilities

• Expert knowledge in plans administration, using the ERF designated pension administration system.
• Recognized leadership and skill in interacting with and influencing a diverse population and workforce.
• Expert knowledge of Texas state laws and regulations related to pensions administration, investment fund management, and benefits communication.
• Advanced ability and attention to detail in writing instructions and directing individuals to correct information sources.
• Advanced skill in communicating effectively and clearly both verbally and in writing.
• Master ability to quickly and effectively identify and red‑flag potential fraud scenarios.
• Ability to review, analyze, interpret, and prepare federal and state laws, rules, regulations, policies, and procedures.
• Ability to develop, implement, and administer statistical, demographic, or other specialized research services and programs.
• Ability to analyze and interpret complex statistical data and present analyses and conclusions with clarity and precision.
• Expertise in pension administration systems, financial management tools, and communication platforms, depending on the assigned area.
• Expert knowledge of public‑sector pension plan management, including Dallas City Code 40A and best practices.
• Advanced knowledge of public‑sector pension plan management, including Dallas City Code 40A and best practices.

Minimum Qualifications

Education: Bachelor’s degree from an accredited college or university with major coursework in business administration, finance, accounting, communications, information technology, or a closely related field.

Experience: Either eight (8) years of professional experience as a defined benefit plan officer, or fifteen (15) years of professional experience in accounting, benefits, communication, finance, technology, or another related area with a large‑scale internal or external customer. Experience with major projects such as system upgrades or process improvements in a large municipality or public‑sector environment is highly preferred.

Equivalencies (Education & Experience): A master’s degree in business, communication, investment, or information technology (or a closely related field) with six (6) years’ experience as a defined benefit plan professional; OR thirteen (13) years of professional experience in accounting, benefits, communication, finance, technology, or another related area may satisfy the education and experience requirements.

Licenses & Certifications: Relevant professional certifications such as CPA, CFA, CEBS, or ITIL are highly preferred. Certification requirements are subject to position responsibility and must be approved by the Executive Director or Deputy Executive Director.

Other Requirements: Must pass an intensive background investigation, physical, eye exam, polygraph, psychological exams, and drug and alcohol testing. No felony convictions or deferred adjudication/court‑ordered community supervision/probation for a Class A misdemeanor; must not have been convicted of or placed on deferred adjudication/court‑ordered community supervision/probation for a Class B misdemeanor as an adult within the last ten (10) years. Must be twenty‑one (21) years of age or older.

Minimum Qualification Notation: All qualifying information outlined in the minimum qualifications section—including education, experiences, and licenses/certifications—must be included in the respective sections of the application (not simply the attachments such as resumes or cover letters) to be considered for this position.

Salary Range

The salary listed on this job posting is the starting salary range; the amount offered will depend upon qualifications.