What are the responsibilities and job description for the Pension Advisor position at Univest?
Overview
Girard, a Univest Wealth Division, is looking for a Pension Advisor to join our team in Allentown. In this role, you’ll 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. If you have experience in pension plan management, client relationship management, or investment consulting, and enjoy partnering with clients to provide thoughtful guidance, this could be a great opportunity to grow your career with Girard.
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.
Wage Range
The annual salary for this position ranges from $85,000-$100,000.
Benefits Overview
Univest offers a comprehensive benefits package that includes:
#Girard
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
Girard, a Univest Wealth Division, is looking for a Pension Advisor to join our team in Allentown. In this role, you’ll 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. If you have experience in pension plan management, client relationship management, or investment consulting, and enjoy partnering with clients to provide thoughtful guidance, this could be a great opportunity to grow your career with Girard.
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.
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
#Girard
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