Employee Retirement Fund Officer II (Employees' Retirement Fund - Non Civil Service)

About the role

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.

Responsibilities

• Oversee the administration of retirement benefits, including leading advanced pension program evaluations and recommending operational improvements and cost-saving strategies.
• Develop comprehensive reports on pension fund performance, actuarial projections, and financial sustainability.
• Serve as a key representative in pension-related legislative discussions, regulatory compliance audits, and policy development initiatives.
• Manage large-scale pension system modernization projects, including data migration, cybersecurity measures, and automation strategies.
• Collaborate with investment professionals to assess market conditions, analyze asset allocations, and monitor risk exposure.
• Ensure compliance with IRS, GASB, Department of Labor, and other governing bodies related to public pension fund management.
• Provide expert consultation on pension plan redesign, retirement incentive programs, and workforce transition planning.
• Develop strategic communication plans for pension program changes, engaging ERF members and stakeholders.
• Conduct advanced forecasting and stress testing of pension liabilities and funding models.
• Serve as an advisor to executive leadership on long-term pension planning, workforce implications, and financial impact analysis.
• Provide technical support and training to ERF staff and ensure transition of knowledge and documentation of processes.
• Monitor the investment portfolios for compliance and prepare fund performance reports; create standardized tools and templates; evaluate potential investment opportunities; ensure adherence to relevant policies and regulations.
• Analyze and lead technology upgrades and ensure data integrity; provide technical support and training to other ERF staff.
• Ensure documentation of processes and critical information; manage and assist with succession planning.

Knowledge and Skills

• 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 the laws and regulations of the State of Texas related to pensions administration, investment funds management and/or communication of benefits.
• Advanced ability and attention to detail in writing written instructions and directing individuals to the correct sources of information.
• 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/or 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 to present analyses and conclusions with clarity and precision.
• Expertise in pension administration systems, financial management tools, and/or communication platforms, depending on the assigned area.
• Expert knowledge of public-sector pension plan management including Dallas City Code 40A and pension administration best practices.

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

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 other 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.

Licenses and Certifications

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

Equivalency

1 Master's degree in business, communication, investment, or information technology or a closely related field and six (6) years’ experience as a defined benefit plan professional, or 13 years of professional experience in accounting, benefits, communication, finance, technology, or other related area may fulfill education and experience requirements.

Other Requirements

• Must pass intensive background investigation, physical, eye exam, polygraph, psychological exams, as well as drug and alcohol testing.
• No Felony convictions or deferred adjudication/court ordered community supervision/probation for 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.

Pay

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