Vice President, Defined Contribution Research & Consulting
Hiring Company
About the Role
Greater Atlanta, GA Area (Hybrid)
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.
Functions:
- Finance
- Data Management/Analytics
About the Company
Well-established investment consulting firm
Industry
Financial Services
Type
Privately Held
Age
employees
51-200