Defined Contribution Research and Consulting, Vice President

Callan is seeking a new team member to join our Defined Contribution Research and Consulting team. As a vice president at Callan, a leading independent investment consulting firm, you will have an opportunity to support some of the largest, most sophisticated plan sponsors in the U.S.

Our goal is to identify a candidate with a background in defined contribution (DC) administration, fees, governance, and compliance needs. Additionally, you should have a genuine interest in investments, data analysis, and reporting, intellectual curiosity, strong project and time management skills, and a true appreciation for the value of building strong, trusted relationships with clients and fellow Callan colleagues.

Please note: This position will be based in one of the above-mentioned Callan office locations, working a hybrid (office/home) work schedule, with approximately three days a week in the office. This position reports to Callan’s senior vice president and defined contribution practice leader.

What’s Unique About This Role?

Callan believes our organization and culture are made stronger through a broad array of perspectives and experiences. Collaborating with various teams throughout the company, you will work with some of the highest quality and most complex clients in the country to help them achieve their administrative and investment goals. Along with having an appreciation for Callan’s unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than your years of experience.

Primary Duties

Recordkeeper Data Collection and Evaluation:

· Partner with colleagues to support multiple client projects

· Assist in recordkeeper RFPs, fee benchmarking studies, managed account reviews, governance support projects, among other projects

· Conduct due diligence reviews of recordkeepers and other DC-related service providers

Subject Matter Expert:

· Interact with clients and consultants on reviewing recordkeeper services

· Generate analysis of recordkeeper services, fees, and managed accounts

· Finalize and present quality deliverables to clients

· Respond to special requests

· Assist with the preparation of presentations and reports on changing laws and the impact on employers and their DC plans

· Contribute to the development of new tools and approaches related to compliance consulting, recordkeeper searches, fee benchmarking studies, managed account reviews, etc.

· Generate custom reports using various proprietary software programs

Mentorship and Department Resource:

· Mentor junior analysts through training, review of work product, and ongoing interaction

· Provide input regarding department enhancements (e.g., education/training, processes, workflow, deliverables)

· Participate in new technology testing

· Contribute to research projects and publish deliverables with other specialists/departments

Job Skills and Requirements

Skills:

· Excellent and effective interpersonal, communication, and organizational skills

· Experience with DC plan administration, fees, governance, and compliance-related issues

· Background knowledge of major DC plan recordkeepers

· Experience with 401(a), 401(k), 403(b), 457(b), 457(f), and NQDC plans is preferred

· Build and maintain relationships internally and externally

· Advanced technical skills with Microsoft Office applications, including PowerPoint and Excel

Characteristics:

· Strong experience in vendor administration, data analysis, and plan governance

· Analytical, resourceful, and self-motivated

· Responsive, detail-oriented, and accurate with the ability to meet deadlines

· Ability to work independently in an unstructured environment managing multiple deadlines

Education and Experience:

· Bachelor’s degree required, preferably in finance, statistics, mathematics, or related degree

· Experience of 7+ years in the DC industry with experience evaluating recordkeepers

Compensation, Benefits & Training

At Callan, you can expect:

· A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more

· Training for all Callan databases, research, and other systems

· Access to team-building events, community outreach opportunities, and wellness events