Deferred Compensation Program Manager - San Francisco Employees' Retirement System (0923) (161697) (San Francisco) Job at San Francisco District Attorney, San Francisco, CA

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  • San Francisco District Attorney
  • San Francisco, CA

Job Description

Deferred Compensation Program Manager - San Francisco Employees' Retirement System (0923) (161697)

  • Full-time
  • Certification Rule: Rule of the List
  • Exam Type: Position Based Test
  • Work Hours: Regular
  • Job Code and Title: 0923-Manager II
  • Fill Type: Permanent Civil Service
  • Eligible List Type: Combined Promotive and Entrance
  • Compensation: USD 146,718 - USD 187,252 - yearly

Who We Are

The San Francisco Employees Retirement System (SFERS) is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benets programs, and providing promised benets to the active and retired members of the City and County of San Francisco.

Established in 1889 as a fund for families and orphans of firefighters and police officers, today the San Francisco Employees Retirement System serves more than 78,000 active, vested, and retired employees of the City and County of San Francisco and their survivors.

What We Do

The San Francisco Deferred Compensation Plan (SFDCP) is a voluntary retirement savings program administered by the San Francisco Employees Retirement System (SFERS) that allows eligible City and County of San Francisco employees to set aside a portion of their pay for retirement on a tax-advantaged basis. Participants may contribute through traditional pre-tax deferrals, which are taxed upon distribution, or through a Roth (after-tax) option, which allows for tax-free qualified withdrawals in retirement. The Plan also offers a loan program, enabling participants to borrow against their account balances within established limits. Established in the late 1990s, the SFDCP currently serves approximately 34,000 participants and manages over $4.5 billion in assets.

Specific information regarding this recruitment process is listed below:

This is a Position-Based Test conducted in accordance with CSC Rule 111A.

  • Application Opening: December 29, 2025
  • Application Deadline: May close at any time, but not before 5:00 PM on January 6, 2026.
  • Reporting Location: 1145 Market Street, San Francisco, CA
  • Work Schedule: Full time, Monday Friday, Hybrid Telecommuting work schedule available (four days onsite and one day remote).

What Were 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.

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.

Desirable Qualifications

The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

  • 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 ones 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:

Approximately two weeks following the closing of the job announcement, candidates deemed qualified will receive an email prompting them to complete a Supplemental Questionnaire. This Supplemental Questionnaire is designed to obtain specific information regarding an applicants experience in relation to the essential functions for this position. Applicants must also complete the official application. It is essential that applicants provide complete information in identifying their education, experience and training. The Supplemental Questionnaire will be used to determine the applicants rank on the eligible list.

Applicants meeting the minimum qualifications are not guaranteed to advance through all of the steps in the selection process. The department may administer additional selection procedures upon certication in order to make a nal hiring decision.

Candidates scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director.

Upon approval of the Human Resource Director (see Civil Service Rule 111A.26.5), the eligible list resulting from this announcement may be used by other departments that also use this classication or a similar classication. To nd other Departments which use this classication, please visithere . Search that document by title or job code to see which departments use the classication.

Additional information

Eligible List/Score Report

A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.

The duration of the eligible list resulting from this examination process will be six months, and may be extended with the approval of the Human Resources Director.

Certification

The certification rule for the eligible list resulting from this examination will be Rule of The List. Additional selection processes may be conducted by the hiring department prior to making final hiring decisions.

Terms of Announcement and Appeal Rights

Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. Clerical errors may be corrected by the posting the correction on the Department of Human Resources website atcareers.sf.gov .

The terms of this announcement may be appealed under Civil ]]> <

Job Tags

Permanent employment, Full time, Work experience placement, Local area, Monday to Friday,

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