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Job description
Job Info
Job Identification
Job Category Corporate Finance
Posting Date 06/22/2026, 09:18 PM
Locations 972 Brush Hollow Road, Westbury, NY, 11590, US
Job Schedule Full time
Minimum Salary/Range* 112,
Maximum Salary/Range* 197,
Shift Days
Schedule Full Time
Job Description
Northwell is seeking an experienced investment professional to join Northwell’s Investment Office as Director of Retirement Plan Defined Contribution (DC) Investments. Northwell seeks an exceptional individual who will be a key member of the Investment Office, working closely with the Health System’s Investment Committee and external consultants reviewing Defined Contribution (DC) investment offerings, fees, target date funds, retirement income solutions, investment policy statements and selecting & monitoring investment managers for the defined contribution plans.
Principal Accountabilities
1. Defined Contribution (DC) Asset Management:
Works as a key member of the Investment Office reporting to VP Investments.
Oversees DC investments:
Monitors all DC managers, holds update calls, provides summaries to senior management.
Analyzes investment drivers of performance results, attribution and risks, identifies issues.
Identifies and monitors portfolio risks at manager, portfolio and system levels.
Evaluates and recommends DC plan structure and investment lineup design.
Conducts periodic recordkeeper RFPs to ensure best available fees and services.
Performs regular benchmarking of investment management and recordkeeping fees.
Investment Committee and Subcommittee Participation:
Prepares agendas and participates in Committee/Subcommittee meetings.
Interacts directly with Trustees, consultants, managers on investment issues.
Prepares reports and participates in presentations to Trustees and senior management. Provides regular communications to key stakeholders (internal and external) regarding all aspects of the DC investment programs.
Builds strong working relationships with colleagues at all levels (internal and external).
Utilizes logical, fact‑based analytical tools to articulate and overcome objections and solve complex problems using multiple problem‑solving tools and techniques.
2. Organization & Governance
Upholds and communicates the mission, vision and values of the Health System.
Works to create a culture of integrity, quality and engagement.
3. Compliance Management
Ensures compliance with federal, state and local regulations and tax laws. Tracks and assesses the impact of DOL guidance and other legislative and regulatory developments on DC plan design and investments.
Oversees the development, review and distribution of reports and procedural statements which ensure regulatory and policy compliance.
4. Participates in investment industry conferences/educational programs. Performs related duties, as required.
Requirements and Ideal Experience
Bachelor’s Degree in Finance or related field, required. MBA, CFA, CAIA preferred.
Minimum of seven (7) to ten (10) years of experience in large fund investment management. Experience in corporate, pension, healthcare, consulting or investment management, with a fiduciary mindset required. Experience in several of these environments, preferred.
Experience working with an involved and senior level Board Committee, preferred.
Experience with plan mergers, consolidations, or transitions, preferred.
Industry, Investment, Participant Knowledge
Knowledge of important DC industry & regulatory issues, litigation risks, QDIA-selection/target date funds, CITs, key recordkeeping issues and custodians, required.
Knowledge of modern portfolio theory, risk controls, active versus passive management, performance attribution & benchmarking, required.
Knowledge of key factors in evaluating manager performance across stable value, equities, fixed income, REITS and alternative investments, required. Proficiency with investment analytics and risk tools, preferred.
Knowledge of participant demographics, behavioral finance applications & participant outcomes, custom target date funds, managed accounts and thorough understanding of retirement income solutions/decumulation, preferred.
Experience negotiating investment management agreements, guidelines, fees, required.
Fiduciary mindset, extremely strong analytical / intellectual skills and business acumen.
Strong verbal and written communication skills.
Personal Characteristics
A highly visible, ethical and diplomatic leader with interpersonal skills and intellect.
A dynamic and innovative individual with a strong sense of self, and the ability to be an active listener and demonstrate great respect for others.
Empathetic; possessing the ability to be both collaborative and engaging, while interacting with diverse backgrounds.
Energetic; with a passion for and profound commitment to the work of Northwell Health.
Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member’s base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
It is Northwell Health’s policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
Northwell Health reserves the right to amend all terms of employment.
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Who can apply
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