[Remote] Employee Retirement Fund Compliance Officer (Employee Retirement Fund [ERF] Dept.-Financial Team, Non-Civil Service)

Note: The job is a remote job and is open to candidates in USA. The City of Dallas is seeking an Employee Retirement Fund Compliance Officer to oversee compliance management for the Employee Retirement Fund. The role develops and implements compliance policies and procedures, reviews legal and regulatory compliance, oversees financial and investment-related controls, coordinates audits and filings, and manages office assistants.

Responsibilities

• Develops and periodically reviews and updates compliance policies and procedures
• Ensures that compliance issues/concerns within the organization are being appropriately evaluated and resolved
• Develops, implements, and conducts training materials and delivers processes for ERF staff
• Reviews plan documents for compliance with state and federal laws and regulations, stayed informed with all updates and incorporates changes to the policies as appropriate
• Reviews pertinent governmental filings of the Fund’s investment managers and custodian
• Reviews investment manager contracts and investment guidelines
• Ensures contract compliance for investment manager and follows investment guidelines
• Tracks and monitors all securities litigation where the Fund has an interest
• Reviews and recommends documentation procedures, such as Texas laws on records management
• Reviews internal operations as directed by the Executive staff in the areas of benefits, communications, finance, information technology, learning & development, and other
• Ensures compliance with open records and open meetings State laws on behalf of the Board (Public Information Coordinator) and ERF (Records Liaison Officer)
• Manages a team of office assistants

Skills

• Bachelor's degree in business, communication, accounting, finance, investment, or information technology
• Ten (10) years of experience in management or executive leadership roles or 15 years in management/supervisory in the areas of communication, accounting, finance, investment, learning & development or information technology position
• Knowledge of Federal, Internal Revenue Service, and State laws and the Texas Government Code affecting Public Employee Retirement Systems
• Knowledge of qualified pension plans
• Ability to draft, edit, and continuously improve high visibility documents
• Advanced knowledge of the Microsoft Office Suite
• Ability to communicate effectively, both verbally and in writing; ability to speak and present to larger groups
• Ability to organize, prioritize team duties, and work effectively in a flat organization environment
• Ability to establish and maintain effective working relationships with all levels of management, City of Dallas officials, vendors, service providers, consultants, other government agencies, other employees, and the general public
• Stellar track record of high ethical standards and code of conduct, honesty, integrity, and acceptance of personal responsibility
• Advanced knowledge of public-sector pension plan management best practices including Dallas City Code 40A
• Relevant professional certifications such as CEBS, CPA, CFA, or ITIL, depending on the assigned area

Company Overview