Deferred Program Manager San Francisco Retirement System

Position: Deferred Compensation Program Manager San Francisco Employees Retirement System 0923 161697
Job Description

What We’re Looking For

Under general supervision, the SFDCP Program Manager will play a pivotal role in overseeing the day-to-day administration of the SFDCP Program. The role involves conducting investment reviews of the SFDCP line up, ensuring compliance with Required Minimum Distribution laws, overseeing legislative changes, and implementing strategic marketing campaigns to enhance SFDCP program participation. Serving as the primary point of contact and liaison with City departments, the Program Manager will collaborate closely with the SFDCP Third-Party Administrator and the Investment Consultant.

Additionally, the Program Manager will be responsible for supervising and training SFDCP staff on relevant investment policies and procedures.

• Conduct SFDCP investment reviews, research, and analysis to optimize program performance.

• Ensure compliance with Required Minimum Distribution laws, staying abreast of regulatory changes.

• Oversee the implementation of legislative changes that impact the SFDCP program.

• Develop and manage client/prospect marketing campaigns to increase participation in the SFDCP program.

• Oversee participant service activities to enhance the overall participant experience.

• Supervise and educate SFDCP staff on policies and procedures related to the SFDCP Program.

• Evaluate staff performance and provide coaching to improve their effectiveness.

Qualifications

Education:

Possession of a Baccalaureate Degree from an accredited college or university.

Experience:

Five (5) years of verifiable professional experience in Retirement Plan administration, Deferred Compensation Plan administration, or the administration of other similar employer-sponsored savings plans.

Substitution:

Additional qualifying experience may be substituted for the degree requirement on a year-for-year basis for up to two years of the education requirement.

How to Stand Out

Desirable

Qualifications:

• Two (2) years of supervisory or managerial experience overseeing professional and administrative staff engaged the administration of employer-sponsored savings plans.

• Five years of experience managing a major deferred compensation program, preferably in the public sector.

• Designation as a Chartered Financial Analyst (CFA).

• Extensive working knowledge of Federal, State and local rules and regulations pertaining to deferred compensation plans, retirement plans, project or program principles and practices of management administration, budgeting, training and personnel managements.

• Experience working with the public, preferably in the public sector.

• Demonstrated experience working with vendors and consultants.

• Demonstrated customer service management experience.

Verification

Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at

Note:

Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

All work experience, education, training, and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Resumes will not be accepted in lieu of a completed City and County of San Francisco application.

Applications completed improperly may be cause for ineligibility, disqualification, or may lead to lower scores.

Selection Procedures

After application submission, candidates deemed qualified must successfully complete all subsequent steps to advance in this selection process, which include the following:

Supplemental Questionnaire (Weight: 100%)

Approximately two weeks following the closing of the job announcement, candidates deemed qualified will receive an email prompting them to complete a Supplemental…