Pension Advisor - 6999

??All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Pension Advisor US-PA-Allentown Job ID: 6999 Type: Full Time # of Openings: 1 Category: Girard Univest Financial Corporation 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 View the full job description on the employer's website. Equal employment opportunity, including veterans and individuals with disabilities. PI286923630 / 11-3111.00 Compensation and Benefits Managers