Vice President, Defined Contribution Research and Consulting

Callan

. Support multiple client projects in collaboration with colleagues .

Posted 11/3/2026full-timeUnited StatesLead💰 $120,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in DC plan administration, vendor management, and compliance consulting, with strong analytical skills to generate insights and deliver quality reports. Proven ability to mentor junior analysts and collaborate effectively across teams to enhance departmental processes and deliverables.

Highest-signal resume keywords

DC Plan AdministrationVendor AdministrationData AnalysisCompliance ConsultingMicrosoft Office Applications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisVendor AdministrationDC Plan AdministrationFee BenchmarkingGovernance SupportDue Diligence ReviewsRecordkeeper EvaluationCustom ReportingPresentation DevelopmentAnalytical Skills

Soft Skills

Interpersonal SkillsCommunication SkillsOrganizational SkillsDetail-OrientedSelf-Motivated

Tools & Technologies

Microsoft PowerPointMicrosoft ExcelProprietary Software Programs

Industry Keywords

Defined Contribution PlansRecordkeepers401(k) Plans403(b) Plans457(b) Plans457(f) PlansNQDC PlansGovernanceComplianceFee Benchmarking

About the role

Key responsibilities & impact

Support multiple client projects in collaboration with colleagues
Assist in recordkeeper RFPs, fee benchmarking studies, managed account reviews, and governance support projects
Conduct due diligence reviews of recordkeepers and other DC-related service providers
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 presentations and reports on changing laws and their impact on employers and DC plans
Develop new tools and approaches related to compliance consulting, recordkeeper searches, fee benchmarking studies, and managed account reviews
Generate custom reports using proprietary software programs
Mentor junior analysts through training, work-product review, and ongoing interaction
Provide input on department enhancements, including education, training, processes, workflow, and deliverables
Participate in new technology testing
Contribute to research projects and publish deliverables with other specialists and departments
Collaborate across teams to support sophisticated institutional plan sponsors
Report to Callan’s senior vice president and defined contribution practice leader

Requirements

What you’ll need

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
Advanced technical skills with Microsoft Office applications, including PowerPoint and Excel
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
Bachelor’s degree required, preferably in finance, statistics, mathematics, or related degree
Experience of 7+ years in the DC industry with experience evaluating recordkeepers
Applicants must be authorized to work for any employer in the U.S.
Callan is unable to sponsor or take over sponsorship of an employment visa at this time

Benefits

Comp & perks

Base salary
Bonus
401(k) matching
Profit-sharing
Health/medical/dental/vision benefits
Monthly communications stipend
Tuition assistance
Training for all Callan databases, research, and other systems
Team-building events
Community outreach opportunities
Wellness events
Opportunity to become equity partners for long-term successful professionals