Pension Advisor

About the role

Serve as a trusted consultant and investment liaison for municipal pension clients, helping build strong relationships, deliver meaningful market insights, and support the long-term success of the plans we serve.

Responsibilities

• Serve as a pension consultant and investment liaison for municipal clients
• 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
• Perform other duties as assigned

Qualifications

• Preferred 5+ years of experience in managing municipal pension plans or working as a local government or pension auditor
• 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
• Series 7, 66, or 63/65 registration or the ability to quickly obtain credentials
• A bachelor's degree in accounting, finance, business, or related fields; a CFA designation, a master's degree, or an MBA is preferred

Pay

The annual salary for this position ranges from $85,000-$100,000.

Benefits

• 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 doctor's note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• 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