Defined Contribution Research and Consulting, Vice President

Callan•Atlanta, GA

7d•$120,000 - $150,000•Hybrid

About The Position

Callan is seeking a Vice President to join its Defined Contribution Research and Consulting team. The role supports sophisticated U.S. plan sponsors with administrative and investment goals, drawing on expertise in defined contribution administration, fees, governance, and compliance. The successful candidate will bring an interest in investments, data analysis, and reporting, along with strong project and time management skills and an appreciation for building trusted client and colleague relationships. The position collaborates with teams across Callan and works with complex clients. It includes evaluating recordkeepers and other defined contribution service providers, supporting client projects, analyzing services and fees, preparing and presenting deliverables, and contributing to research, tools, and approaches. The Vice President also mentors junior analysts and contributes to department improvements and technology testing. The role is based at a Callan office and follows a hybrid schedule, with approximately three days per week in the office. It reports to Callan’s Senior Vice President and Defined Contribution Practice Leader. The position requires a bachelor’s degree and at least seven years of experience in the defined contribution industry, including experience evaluating recordkeepers. The listed annual salary range is $120,000–$150,000, subject to qualifications and experience.

Requirements

Bachelor’s degree required; preferably in finance, statistics, mathematics, or a related field.
At least 7 years of experience in the defined contribution industry, including experience evaluating recordkeepers.
Experience with defined contribution plan administration, fees, governance, and compliance-related issues.
Background knowledge of major defined contribution plan recordkeepers.
Strong experience in vendor administration, data analysis, and plan governance.
Excellent interpersonal, communication, and organizational skills.
Advanced technical skills with Microsoft Office applications, including PowerPoint and Excel.
Ability to build and maintain internal and external relationships.
Analytical, resourceful, and self-motivated.
Responsive, detail-oriented, and accurate, with the ability to meet deadlines.
Ability to work independently in an unstructured environment while managing multiple deadlines.
Applicants must be authorized to work for any employer in the U.S.; Callan cannot sponsor or take over sponsorship of an employment visa.

Nice To Haves

Experience with 401(a), 401(k), 403(b), 457(b), 457(f), and nonqualified deferred compensation (NQDC) plans is preferred.
A bachelor’s degree in finance, statistics, mathematics, or a related field is preferred.

Responsibilities

Partner with colleagues to support multiple client projects.
Assist with recordkeeper RFPs, fee benchmarking studies, managed account reviews, governance support projects, and other projects.
Conduct due diligence reviews of recordkeepers and other defined contribution-related service providers.
Interact with clients and consultants to review recordkeeper services.
Generate analysis of recordkeeper services, fees, and managed accounts.
Finalize and present quality deliverables to clients.
Respond to special requests.
Assist with presentations and reports on changing laws and their impact on employers and defined contribution plans.
Contribute to developing tools and approaches for compliance consulting, recordkeeper searches, fee benchmarking studies, and managed account reviews.
Generate custom reports using proprietary software programs.
Mentor junior analysts through training, review of work product, and ongoing interaction.
Provide input on department enhancements, including education and training, processes, workflow, and deliverables.
Participate in new technology testing.
Contribute to research projects and publish deliverables with other specialists and departments.