VP, Defined Contribution Strategy & Research

Callan; San Francisco (CA); Híbrido; USD 180.000 - 320.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus

401(k) matching

Profit sharing

Health/Medical/Dental/Vision benefits

Tuition assistance

Monthly stipend

Descripción de la vacante

Callan, an independent investment consulting firm, seeks a vice president to join the Defined Contribution Research and Consulting team in San Francisco. This hybrid role requires three days in the office and reports to Callan’s senior vice president and DC practice leader.

The role emphasizes DC administration, fees, governance and compliance, with a focus on data analysis and reporting, alongside building trusted client relationships and cross-team collaboration.

Formación

• Bachelor’s degree required, preferably in finance, statistics, mathematics, or related degree.
• Experience of 7+ years in the DC industry with experience evaluating recordkeepers.
• Strong knowledge of DC plan administration, fees, governance, and compliance.

Responsabilidades

• Support multiple client projects with DC data and analytics.
• Conduct due diligence reviews of recordkeepers and DC service providers.
• Generate analysis of fees, governance and managed accounts for clients.
• Prepare presentations and reports on regulatory changes affecting DC plans.

Conocimientos

Interpersonal skills

Client relationships

Project management

Analytical mindset

Communication

Educación

Bachelor’s degree in finance

Herramientas

MS Office

Descripción del empleo

Callan, an independent investment consulting firm, seeks a vice president to join the Defined Contribution Research and Consulting team in San Francisco. This hybrid role requires three days in the office and reports to Callan’s senior vice president and DC practice leader.

The role emphasizes DC administration, fees, governance and compliance, with a focus on data analysis and reporting, alongside building trusted client relationships and cross-team collaboration.