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CFA Institute

Executive Director

el paso, TX

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Job description

CBIZ Talent Solutions is proud to assist the City of El Paso Employees Retirement Trust (CEPERT) in finding their next Executive Director (ED). CEPERT is a single employer defined benefit pension plan managing ~$1 billion in assets for over 8,600 members.

Reporting to the Board of Trustees, the Executive Director serves as the chief executive, Board Secretary, and senior fiduciary for administration of the Trust. The leader will ensure excellent benefit administration, strong governance and policy execution, and disciplined investment oversight. With direction from the Board of Trustees, the Executive Director leads a skilled team, cultivates an ethical, high-performance culture, and represents the Trust with credibility and transparency to members, the City, and the community.

DESIRED QUALIFICATIONS

Bachelor’s degree required

Five plus years leadership experience with a pension system or other similar financial services organization

Five plus years of fiduciary responsibility, investment strategy and oversight, actuarial concepts and methods, tax, finance or accounting experience, and governance experience required (preferably within pension/retirement benefits industry)

Demonstrated success in leadership, staff development, and process improvement

High emotional intelligence, superior communication, and relationship-building skills

Proven track record of success with strategic planning, regulatory compliance, and stakeholder engagement

Desirable credentials: JD, CPA and/or advanced degree in a related field, CFA

ESSENTIAL SKILLS AND KNOWLEDGE

General Investments, accounting, taxation, pension administration, and payroll/benefit systems

Actuarial valuations, PRB reporting, audits, budgeting, and contract compliance

Ability to review and manage legal documents (e.g., contracts, QDROs) and coordinate with outside counsel

Strong communication (written and verbal) with the ability to translate complex topics for diverse audiences

Proficiency with Microsoft 365 (Excel, Outlook, Word, Teams, PowerPoint) and the ability to learn Trust systems

Strong organization, problem-solving, independent judgment, and the ability to manage multiple priorities and deadlines

Ability to work both independently and collaboratively; maintain confidentiality and data integrity

Experience working with a board

Ability to travel as needed

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Worksite address

el paso, TX, 88568, US

Who can apply

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