RETIREMENT CHIEF EXECUTIVE OFFICER

CLASSIFICATION PURPOSE AND DISTINGUISHING CHARACTERISTICS

To plan, organize, and direct the administrative and operational activities of the San Diego County Employees Retirement Association (SDCERA) in accordance with the County Employees Retirement Law of 1937 and Retirement Board, county and state policies;

and to perform related work.

Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.

The Retirement Chief Executive Officer reports to the Retirement Board and serves as department head for SDCERA. Under administrative direction, incumbent is responsible for providing administrative, investment, analytical, and advisory services to the Board of Retirement and for formulating operating procedures for administering the County Employees Retirement System benefits and pension trust fund.

EXAMPLES OF DUTIES

Essential Functions :

• Initiates, implements and administers Retirement Board policy.
• Plans, organizes, and directs the work of staff responsible for the administration and management of SDCERA.
• Recommends policies for administration, investments, actuarial activity, accounting, and employee benefits.
• Maintains the status of all retirement investment portfolios and coordinates activities with investment managers, consultants, custodial banks, actuaries and other representatives from outside agencies.
• Provides staff support to the Retirement Board and its sub-committees.
• Plans and implements the Retired Employees' Health Insurance Program.
• Administers the Retirement Disability Program.
• Reviews pending and proposed legislation.
• Drafts, analyzes and recommends legislation affecting the retirement system.
• Confers with County Counsel and outside Counsel on legal matters.
• Studies procedures and implements improvements.
• Participates in the selection of subordinate staff.
• Negotiates and administers contracts for services.
• Confers with actuaries.
• Develops the Retirement Board's annual budget.
• Monitors revenue and expenditure transactions.
• Conducts fiscal analysis and prepares cost projections.
• Identifies operational problems and formulates appropriate solutions.
• Prepares reports and correspondence.
• Provides information to County employees, the public, and agency representatives on retirement association activities.
• Directs special studies and projects as assigned by the Retirement Board.
• Supervises the work of subordinate staff.
• Represents the Retirement Board and provides information to County departments, the public, the media, and other Retirement Boards.

KNOWLEDGE, SKILLS AND ABILITIES

Knowledge of :

• Policy / procedure development and implementation related to Retirement Board programs, activities and operations
• Portfolio management and investment principles and practices
• Interest and yield computations on various types of security instruments
• Cash management and cash flow analysis for investment portfolio activities
• Fiscal, actuarial and budget principles and procedures
• Employer group insurance and indemnity plans and coverage available
• Contracting processes and contract administration
• Supervision and training principles and techniques
• Principles and theory of public administration including general administration, human resource management, and fiscal management
• The General Management System (GMS) in principle and in practice
• Telephone, office, and online etiquette
• Current technology and trends in the profession
• Customer service objectives and strategies

Skills and Abilities to :

• Provide overall administrative leadership, supervision, and management for the business activities of the SDCERA
• Analyze and propose legislation relative to the SDCERA
• Administer and manage the custody and disbursement activities of retirement monies and benefits
• Interpret and apply contract provisions and Federal, State and County regulations
• Prepare executive level correspondence, reports, narratives, fiscal and budget documents and presentations for public officials, advisory board members, managers and the general public
• Monitor and authorize financial transactions and expenditures
• Monitor and inform the Retirement Board on the performance of fund managers and investment custodians
• Supervise, train, and evaluate the work of subordinate staff
• Establish and maintain effective working relationships with the Retirement Board, fund managers, investment consultant custodians, subordinates, elected officials, representatives of County departments, and the public representing diverse cultures and backgrounds
• Communicate effectively orally and in writing
• Maintain effective audio-visual discrimination and perception needed for making observations, communicating with others and reading and writing
• Maintain mental capacity, which allows the capability of making sound decisions and demonstrating intellectual capacities
• Provides responsive, high quality service to County employees, representatives of outside agencies and members of the public by providing accurate, complete and up-to-date information, in a courteous, efficient and timely manner

CORE VALUES

Integrity, Stewardship and Commitment

LEADERSHIP COMPETENCIES

Initiative

Problem Solving

Results Oriented

Interpersonal Relationships

Organizational Acumen

Development of Others

CLASSIFICATION PURPOSE AND DISTINGUISHING CHARACTERISTICS To plan, organize, and direct the administrative and operational activities of the San Diego County Employees Retirement Association (SDCERA) in accordance with the County Employees Retirement Law of 1937 and Retirement Board, county and state policies;

and to perform related work.

The Retirement Chief Executive Officer reports to the Retirement Board and serves as department head for SDCERA. Under administrative direction, incumbent is responsible for providing administrative, investment, analytical, and advisory services to the Board of Retirement and for formulating operating procedures for administering the County Employees Retirement System benefits and pension trust fund.

EXAMPLES OF DUTIES Essential Functions :

Initiates, implements and administers Retirement Board policy.Plans, organizes, and directs the work of staff responsible for the administration and management of SDCERA.

Recommends policies for administration, investments, actuarial activity, accounting, and employee benefits.Maintains the status of all retirement investment portfolios and coordinates activities with investment managers, consultants, custodial banks, actuaries and other representatives from outside agencies.

Provides staff support to the Retirement Board and its sub-committees.Plans and implements the Retired Employees' Health Insurance Program.

Administers the Retirement Disability Program.Reviews pending and proposed legislation.Drafts, analyzes and recommends legislation affecting the retirement system.

Confers with County Counsel and outside Counsel on legal matters.Studies procedures and implements improvements.Participates in the selection of subordinate staff.

Negotiates and administers contracts for services.Confers with actuaries.Develops the Retirement Board's annual budget.Monitors revenue and expenditure transactions.

Conducts fiscal analysis and prepares cost projections.Identifies operational problems and formulates appropriate solutions.

Prepares reports and correspondence.Provides information to County employees, the public, and agency representatives on retirement association activities.

Directs special studies and projects as assigned by the Retirement Board.Supervises the work of subordinate staff.Represents the Retirement Board and provides information to County departments, the public, the media, and other Retirement Boards.

KNOWLEDGE, SKILLS AND ABILITIES Knowledge of :

• Policy / procedure development and implementation related to Retirement Board programs, activities and operations
• Portfolio management and investment principles and practices
• Interest and yield computations on various types of security instruments
• Cash management and cash flow analysis for investment portfolio activities
• Fiscal, actuarial and budget principles and procedures
• Employer group insurance and indemnity plans and coverage available
• Contracting processes and contract administration
• Supervision and training principles and techniques
• Principles and theory of public administration including general administration, human resource management, and fiscal management
• The General Management System (GMS) in principle and in practice
• Telephone, office, and online etiquette
• Current technology and trends in the profession
• Customer service objectives and strategies

Skills and Abilities to :

• Provide overall administrative leadership, supervision, and management for the business activities of the SDCERA
• Analyze and propose legislation relative to the SDCERA
• Administer and manage the custody and disbursement activities of retirement monies and benefits
• Interpret and apply contract provisions and Federal, State and County regulations
• Prepare executive level correspondence, reports, narratives, fiscal and budget documents and presentations for public officials, advisory board members, managers and the general public
• Monitor and authorize financial transactions and expenditures
• Monitor and inform the Retirement Board on the performance of fund managers and investment custodians
• Supervise, train, and evaluate the work of subordinate staff
• Establish and maintain effective working relationships with the Retirement Board, fund managers, investment consultant custodians, subordinates, elected officials, representatives of County departments, and the public representing diverse cultures and backgrounds
• Communicate effectively orally and in writing
• Maintain effective audio-visual discrimination and perception needed for making observations, communicating with others and reading and writing
• Maintain mental capacity, which allows the capability of making sound decisions and demonstrating intellectual capacities
• Provides responsive, high quality service to County employees, representatives of outside agencies and members of the public by providing accurate, complete and up-to-date information, in a courteous, efficient and timely manner

CORE VALUES

Integrity, Stewardship and Commitment

LEADERSHIP COMPETENCIES

Initiative

Problem Solving

Results Oriented

Interpersonal Relationships

Organizational Acumen

Development of Others

EDUCATION AND / OR EXPERIENCE

A bachelor's degree from an accredited U.S. college or university, or a certified foreign studies equivalency AND five (5) years of experience leading public or private pension programs.

Note : A master's degree from an accredited U. S. college or university, or a certified foreign studies equivalency in business administration is highly desirable.

REQUIRED LICENSES, CERTIFICATIONS OR REGISTRATIONS License

A valid California Class C driver's license, which must be maintained throughout employment in this class, is required at time of appointment, or the ability to arrange necessary and timely transportation for field travel.

Employees in this class may be required to use their own vehicle. Certification / Registration

None Required.

Working Conditions

Office environment; exposure to computer screens. Essential Physical Characteristics The physical characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this classification.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of a job, on a case-by-case basis.

Continuous : upward and downward flexion of the neck. Frequent : sitting, repetitive use of hands to operate computers, printers and copiers.

Occasional : walking, standing, bending and twisting of neck, bending and twisting of waist, squatting, simple grasping, and reaching above and below shoulder level. Background Investigation

Must have a reputation for honesty and trustworthiness. Misdemeanor and / or felony convictions may be disqualifying depending on type, number, severity, and recency.

Prior to appointment, candidates will be subject to a background investigation.

PROBATIONARY PERIOD Persons serving in positions in the Unclassified Service do not accrue tenure and serve at the pleasure of the appointing authority.

The County of San Diego and its employees embrace the Live Well San Diego initiative to improve the health and wellness of all County residents.

For more information visit www.livewellsd.org.

Retirement Chief Executive Officer (Class No. 000215) Union Code : NE

J-18808-Ljbffr