Employer-Matched 403(B) Plan Jobs in San Francisco, CA

Entry‑level analysts can expect $70k–$90k, mid‑level professionals earn $90k–$120k, while senior managers and directors often command $120k–$160k, with some high‑profile roles exceeding $180k depending on firm size and geographic location.

Strong knowledge of IRS Code Section 403(b), investment portfolio management, and regulatory compliance is essential. Certifications such as CFA, CPA, CFP, and Series 7/63/65 significantly boost candidacy, demonstrating expertise in fiduciary duties and securities law.

Many firms offer hybrid or fully remote options, especially for analysts and compliance roles that rely on electronic record‑keeping. However, plan custodians and audit teams may still require occasional on‑site presence for compliance reviews and client meetings.

Typical paths move from Analyst to Senior Analyst, then to Manager of Plan Administration, followed by Director of Retirement Services, and ultimately Vice President of Benefits or Chief Financial Officer, with each step adding responsibility for strategy, client relations, and regulatory oversight.

The sector is shifting toward ESG‑aligned investment options, increased use of robo‑advisory platforms, and tighter regulatory scrutiny under the SEC’s 5500 reporting enhancements. Professionals who stay current with these trends will be better positioned to design innovative, compliant, and employee‑centric plans.