Vice President, Defined Contribution Research & Consulting

Vice President, Defined Contribution Research & Consulting

About the Company

Well-established investment consulting firm

Industry
Financial Services

Type
Privately Held

Founded
1973

Employees
51-200

Specialties

• institutional investment consulting
• asset management
• and financial research & data

Business Classifications

• B2B

About the Role

The Company is seeking a Vice President to support its defined contribution research and consulting work. Responsibilities include evaluating recordkeepers and other service providers, contributing to RFPs, fee benchmarking, managed account reviews, and governance projects, and analyzing services, fees, and plan data. The role also involves preparing and presenting client reports, responding to research requests, and developing tools and approaches for consulting projects. The Vice President will mentor junior analysts, contribute to research and process improvements, and collaborate with clients and colleagues. Candidates should have at least seven years of experience in the defined contribution industry, including experience evaluating recordkeepers, and knowledge of plan administration, fees, governance, and compliance. A bachelor’s degree is required, preferably in finance, statistics, mathematics, or a related field. Experience with major recordkeepers and plans such as 401(a), 401(k), 403(b), 457(b), 457(f), and NQDC is preferred. Strong analytical, organizational, communication, and relationship-building skills are essential, along with advanced Microsoft Office skills, particularly Excel and PowerPoint.

Hiring Manager Title
Senior Vice President

Functions

• Finance
• Data Management/Analytics