Job description
Company Description
Who We Are
The San Francisco Employees’ Retirement System (SFERS) is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits 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.
- Recruitment ID: RTF0162265-01137155
- Appointment Type: Permanent Civil Service
- 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).
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:
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.
Additional Information
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 athttps://sfdhr.org/how-verify-education-requirements.
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 Questionnaire. This Supplemental Questionnaire is designed to obtain specific information regarding an applicant’s 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 applicant’s 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 certification in order to make a final 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 classification or a similar classification. To find other Departments which use this classification, please visit here. Search that document by title or job code to see which departments use the classification.
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 at careers.sf.gov.
The terms of this announcement may be appealed under Civil Service Rule 111A.35.1. The standard for the review of such appeals is “abuse of discretion” or “no rational basis” for establishing the position description, the minimum qualifications and/or the certification rule. Appeals must include a written statement of the item(s) being contested and the specific reason(s) why the cited item(s) constitute(s) abuse of discretion by the Human Resources Director. Appeals must be submitted directly to the Executive Officer of the Civil Service Commission within five business days of the announcement issuance date.
Additional Information Regarding Employment with the City and County of San Francisco:
- Information About The Hiring Process
- Conviction History
- Employee Benefits Overview
- Equal Employment Opportunity
- Disaster Service Worker
- ADA Accommodation
- Seniority Credit in Promotional Exams
- Veterans Preference
- Right to Work
- Copies of Application Documents
- Diversity Statement
HOW TO APPLY
Applications for City and County of San Francisco jobs are only accepted through an online process.
Visit careers.sf.gov and begin the application process.
- Select the “Apply Now” button and follow instructions on the screen.
Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com).
Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.
If you have any questions regarding this recruitment or application process, please contact the exam analyst, Michael Nettles at [email protected].
All your information will be kept confidential according to EEO guidelines.
The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.
