Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

City of Dallas, TX

Dallas is Growing. Grow With Us.Looking for more than just a job? The City of Dallas offers careers with purpose. With competitive benefits, growth opportunities, and a vibrant work culture,we’re committed to helping you thrive while you help our city flourish. Be part of a team that’s committed to service, innovation, and community.Job SummaryThe 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.Job DescriptionOverviewThe ERF Officer II is responsible for performing advanced tasks and managing large-scale projects in one or more key areas: Benefits, Communications, Finance, Investments, or Technology.The role manages critical fund operations, ensures compliance with policies, and contributes to the implementation of strategic initiatives, including work planning, directing, analyzing, and coordinating specialized research, and reporting pension programs in one or more of the following areas: general administration, benefits administration, investment analysis, finance, communications and legislative analysis or customer relations.Essential Functions1. When applicable, oversees the administration of retirement benefits, including leading advanced pension program evaluations, recommending operational improvements and cost-saving strategies.2. Develops comprehensive reports on pension fund performance, actuarial projections, and financial sustainability.3. Serves as a key representative in pension-related legislative discussions, regulatory compliance audits, and policy development initiatives.4. Manage large-scale pension system modernization projects, including data migration, cybersecurity measures, and automation strategies.5. Collaborates with investment professionals to assess market conditions, analyzes asset allocations, and monitors risk exposure.6. Ensures compliance with IRS, GASB, Department of Labor, and other governing bodies related to public pension fund management.7. Provides expert consultation on pension plan redesign, retirement incentive programs, and workforce transition planning.8. Develops strategic communication plans for pension program changes, engaging ERF members and stakeholders.9. Conducts advanced forecasting and stress testing of pension liabilities and funding models.10. Serves as an advisor to executive leadership on long-term pension planning, workforce implications, and financial impact analysis.11. Provides technical support and training to ERF staff and ensures transition of knowledge and documentation of processes.12. Monitors the investment portfolios for compliance and prepares fund performance reports; creates standardized tools and templates; evaluates potential investment opportunities; ensures adherence to relevant policies and regulations.13. Analyzes and leads technology upgrades and ensures data integrity; provides technical support and training to other ERF staff.14. Ensures documentation of processes and critical information; manages and assists with succession planning.15. Performs other work as needed or assigned.Knowledge, Skills, and AbilitiesExpert 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 relate 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.Advanced knowledge of public-sector pension plan management including Dallas City Code 40A and pension administration best practices.Minimum QualificationsEducationBachelor’s degree from an accredited college or university with major coursework in business administration, finance, accounting, communications, information technology, or a closely related field.ANDExperienceEight (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.Equivalencies (Education & Experience)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,ORThirteen (13) years of professional experience in accounting, benefits, communication, finance, technology, or other related area may fulfill education and experience requirements.Licenses & CertificationsRelevant 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.OTHER REQUIREMENTSMust 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.*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-for example: resumes or cover letters) to be considered for this position.Salary RangeThe salary listed on this job posting is the starting salary range; amount offered will depend upon qualifications.City of Dallas is an Equal Opportunity Employer.Welcome to the City of Dallas!The City of Dallas is one of the largest employers in the DFW Metroplex. We offer growth opportunities and a chance to make a difference in our community.Questions? Contact our recruiting departments:Civil Service - View email address on click.appcast.io - Acquisition View email address on click.appcast.io #J-18808-Ljbffr City of Dallas, TX

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Employee Retirement Fund Officer II (Employee Retirement Fund [ERF] Dept.-Financial Team, Non-Civil in Dallas, TX vacancy
  • Dallas City Hall is seeking an experienced Employee Retirement Fund Officer II within the ERF Investment Team. You will perform advanced pension analysis, oversee key benefits, finance, investments, and technology projects, and advise executive leadership on strategy and... 
    Retirement

    Dallas City Hall

    Dallas, TX
    4 days ago
  •  ...are rooted in core financial products, we are...  ...disability insurance, retirement savings plans with...  ...in Dallas with offices in Austin, Fort Worth...  ...about joining our team, please visit us...  ...Loan Operations Funding & Flood Compliance...  ...duties to individual employees consistent with... 
    Financial
    Retirement
    Immediate start
    Day shift

    Texas-Capital-Bank

    Richardson, TX
    4 days ago
  •  ...Investment Accountant II ensures that...  .../disposition teams. Key...  ...and accurate financial statements including...  ....May prepare Funds’ shareholder...  ...programs, non-annual sales...  ...in-office environment where...  ...include a superior retirement program and...  ...candidate or employee on the basis... 
    Financial
    Retirement
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    Dallas, TX
    2 days ago
  •  ...for our valued employees. Ranked as the...  ...UT Southwestern team where you'll discover...  .... The CRC II in the...  ...multiple projects funded by various study...  ...through the Teacher Retirement System of Texas...  ...study (non-clinical and clinical...  ...including patient financial records); or d)... 
    Financial
    Retirement
    Full time
    Local area

    UT Southwestern

    Dallas, TX
    2 days ago
  • $35 - $53 per hour

     ...census-type data (including fund organization, service...  ...the evolving financial regulatory landscape (such...  ...motivated and proactive team player who takes ownership...  ...Tobin offers eligible employee’s comprehensive healthcare...  ...indemnity), 401(k)-retirement savings, life & disability... 
    Financial
    Retirement
    Hourly pay
    Local area

    Russell Tobin

    Dallas, TX
    4 days ago
  • $80k - $100k

     ...Senior Fund Accountant Gen II Fund Services, a leading tech...  ...join our growing team. At Gen II, you...  ...Prepare Consolidated Financial Statements with...  ...Train new employees and assist with new...  ...consolidations with non-controlling interest...  ...a week in our office and three (3) day... 
    Financial
    Work at office
    Remote work
    2 days per week

    Gen II Fund Services

    Dallas, TX
    5 days ago
  • Job Description - Financial Analyst II, School of Public...  ...for our valued employees. Ranked as the number...  ...UT Southwestern team where you'll...  ...information regarding funding opportunities and...  ...(salary and non-salary). Update sourcing...  ...day one Retirement Programs through... 
    Financial
    Retirement
    Full time

    The University of Texas Southwestern Medical Center

    Dallas, TX
    4 days ago
  • $50k

     ...Chief Advancement Officer (CAO) is a key...  ...-performing teams, foster a culture...  .... DCAC is a non-profit organization...  ...Fund Development Strategic...  ...projections to maintain financial stability...  ...and innovation. Employee Engagement: Inspire...  ...Program 403b Retirement and Contribution... 
    Financial
    Retirement
    Full time
    Temporary work
    Flexible hours
    Shift work

    Paycom

    Dallas, TX
    2 days ago
  • Controllers, AWM Fund Controllers, Associate...  ...firm meets the financial control and reporting...  ...Equity Group are teams within Controllers...  ...oriented MS Office knowledge (Word, Excel...  ...policies based on employee level and office...  ...Financial Wellness & Retirement We assist... 
    Financial
    Retirement
    Full time
    Temporary work

    Goldman Sachs Bank AG

    Dallas, TX
    4 days ago
  • $112k - $249.6k

     ...culture where all of our employees feel respected,...  ...Manager II within PNC's Business...  ...of PNC's corporate office locations. Steel City Capital Funding is PNC Business Credit...  ...documentation of credit and non-credit products and...  ...strength, and financial worthiness of loan/... 
    Financial
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Flexible hours

    The PNC Financial Services Group

    Dallas, TX
    2 days ago
  •  ...benefits program, employees are also eligible...  ...AVP, Underwriting Officer, Construction, you...  ...field underwriting team and share accountability...  ...underwriting and financial challenges and...  ...day of employment.Retirement: Travelers matches...  ...Plan that is 100% funded by Travelers.Paid... 
    Financial
    Retirement
    Full time
    For contractors
    Local area
    Home office

    The Travelers Indemnity Company

    Richardson, TX
    1 day ago
  • $100k - $175k

     ...Sales Executive- Employee BenefitsFully Remote...  ...- NY; Latham Office - Latham, NY 12110...  ...Partner with internal teams, delegating client...  ...meaningful path to financial security.Long-Term...  ...company's success.Retirement Security: Our ESOP...  ...entirely company-funded, meaning you gain... 
    Financial
    Retirement
    Work at office
    Remote work

    MARSHALL+STERLING

    Syracuse, NY
    3 days ago
  • $200k - $225k

     ...our success. Invesco employees get more out of...  ...the RoleThe Head of Fund Finance - Private Credit...  ...oversight, financial and investor reporting...  ...and develop internal teams while managing...  ...working in an Invesco office. This reflects our...  ...federal laws governing non-discrimination in... 
    Financial
    Full time
    Work at office
    Flexible hours

    Invesco

    Dallas, TX
    4 days ago
  •  ...benefits for our valued employees. Ranked as the...  ...UT Southwestern team where you'll...  ...JOB SUMMARY The Office of Accounting and...  ...skilled and motivated Financial Analyst II to join its...  ...institutional and funding regulations. The...  ...available day one Retirement Programs through... 
    Financial
    Retirement
    Full time
    Work at office

    University of Texas Southwestern Medical Center

    Dallas, TX
    3 days ago
  • $60k - $70k

     ...Fund AccountantFund Accountant will be responsible...  ...transactions and financial statements with...  ...applying to Gen II Fund Services, LLC...  ...Please note that all US employees are required to...  ...days a week in our office and three (3) days...  ...communications. The Gen II team is the most... 
    Financial
    Work at office
    Remote work
    2 days per week

    Gen II Fund Services

    Dallas, TX
    5 days ago
  • Gen II Fund Services seeks a Fund Accountant to provide accounting services...  ...transactions and preparing financial statements with supporting schedules...  ...calls or distributions. The team collaborates with auditors in a hybrid Dallas office. #J-18808-Ljbffr Gen II Fund Services
    Financial
    Work at office

    Gen II Fund Services

    Dallas, TX
    5 days ago
  •  ...The Chief Trust Officer is a senior level...  ...Common Investment Funds in which clients of...  ...directed recordkeeping team Periodic review...  ..., compliance, and financial planners of...  ...Trustee for the company retirement plan, and...  ...experience including employee benefits and qualified... 
    Financial
    Retirement
    Full time
    Work at office
    Remote work
    2 days per week

    Smart-HR

    Dallas, TX
    3 days ago
  •  ...life and health, employee benefits, investment...  ...has more than 650 offices across the United...  ...100+ lives). Self-funding experience is preferred...  ...products, general financial practices, policy...  ..., sales, team and customer service...  ...employee benefits, retirement and wealth management... 
    Financial
    Retirement
    Contract work
    Local area
    Flexible hours

    HUB International

    Dallas, TX
    1 day ago
  •  ...transparency, you will be part of a diverse team that is passionate about our...  ...pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.Goldman...  ...performance attribution analysis.ii. Deal & Structuring Management:... 
    Financial

    Goldman Sachs

    Dallas, TX
    4 days ago
  •  ...Strategist, Institutional Fund Group About the...  ...services to educational & non-profit institutions...  ...Company Founded 1971 Employees 10,001+ Categories...  ...Banking Finance Financial Services Consulting...  ...Strategist to join their team. The successful... 
    Financial

    Confidential

    Dallas, TX
    1 day ago
  •  ...and expenditures of funds. Verifies, codes and classifies financial transactions...  ...with both agency and non-agency staff giving...  ...title of Accountant II, Auditor II, or Accounting...  ...insurance Retirement plan The Affirmative...  ...made, contact the Office of Human Resources... 
    Financial
    Retirement
    Permanent employment
    Part time
    Work experience placement
    Work at office

    City of Syracuse

    Syracuse, NY
    19 days ago
  • $90k - $170k

     ...Fund Accounting Manager Gen II Fund Services, a leading tech-enabled Private...  ...to join our growing team. At Gen II, you will...  ..., distributions, financial statements,...  ...Please note that all US employees are required to work...  ...days a week in our office and two (2) day remotely... 
    Financial
    Work at office
    Remote work
    3 days per week

    Gen II Fund Services

    Dallas, TX
    1 day ago
  •  ...benefits for our valued employees. Ranked as the...  ...UT Southwestern team where you'll discover...  ...various financial transactions including...  ...processes repetitive and non-repetitive...  ...through the Teacher Retirement System of Texas (TRS...  ...expenditures, and allocating funding sources for... 
    Financial
    Retirement
    Full time

    UT Southwestern

    Dallas, TX
    1 day ago
  •  ...Recruiter As a Financial Services...  ...State Farm Agent Team Member with Raymond...  ...6 Mutual funds, variable annuities...  ...Casualty licenses (non-negotiable). 13...  ...with Microsoft Office and comfort...  ...Life Insurance, Retirement Planning,...  ...hire their own employees. State Farm agents... 
    Financial
    Retirement
    Base plus commission
    For contractors
    Work at office

    Raymond Scott - State Farm Agent

    Dallas, TX
    4 days ago
  • $75k - $120k

     ...independent strategic and financial advice to...  ...Transaction Opinions, Fund Opinions, Transaction...  ...mobilize the right team for the job,...  ...financial instruments with non-linear payoffs—...  ..., Excel, Microsoft Office, Fincad, CapitalIQ,...  ...committed to providing its employees with an exciting... 
    Financial
    Work experience placement
    Work at office
    Worldwide

    Houlihan Lokey

    Dallas, TX
    3 days ago
  •  ...Willhite, CPA and VP or Recruiting at Robert Half, has teamed up with a large, well-known debt-focused PE fund to recruit a controller. The role offers excellent...  ...Controller is responsible for certain aspects of financial reporting and oversight of the valuation process... 
    Financial

    Robert Half

    Dallas, TX
    1 day ago
  •  ...Center Project Manager II to plan, direct,...  ...to the service team, ensuring seamless...  ...determine time frame, funding limitations,...  ...construction sites.Strong financial acumen, including...  ...insurance.401K retirement plan with employer...  ...the first 3% of employee contributions and... 
    Financial
    Retirement
    Temporary work
    For contractors
    Work experience placement
    For subcontractor
    Work at office
    Local area

    Daikin U.S. Corporation

    Dallas, TX
    1 day ago
  • $86.9k - $115k

     ...for a Principal, Social Impact Funds.This position can be home-...  ...by our core values where our employees can thrive both personally and...  ...creative solutions that align financial performance with measurable...  ...insurance, along with a robust retirement program that includes an... 
    Financial
    Retirement
    Full time
    Local area
    Remote work
    Work from home
    Night shift

    American Heart Association

    Dallas, TX
    1 day ago
  •  ...work with top private equity funds and partner closely with CFOs...  ...high visibility with CFOs, IR teams and LPs. This is a fantastic...  ...Responsibilities: Create the financial and management reports...  ...Assist with mentorship of junior employees Collaborate with external... 
    Financial

    Taurus Search

    Syracuse, NY
    3 days ago
  • $21.97 per hour

     ...employ more than 1,100 team members who are...  ...find jobs and reach financial stability. With 51 retail...  ...solely funded by outside sources. Our employees enjoy excellent benefits...  ...The Career Navigator II is the face of our mission...  ...Off (PTO) 403(b) Retirement Savings Plan Employee... 
    Financial
    Retirement
    Full time
    Temporary work
    Local area

    Goodwill Industries of Northwest North Carolina, Inc.

    Richardson, TX
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Employee Retirement Fund Officer II (Employee Retirement Fund [ERF] Dept.-Financial Team, Non-Civil. Be the first to apply!