401(K) Jobs in Greater NYC Area

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Looking for 401(K) jobs in Greater NYC Area? Browse our curated listings with transparent salary information to find the perfect 401(K) position in the Greater NYC Area area.

Series 7 Registered Financial Advisor Associate

Company: Hennion & Walsh

Location: Greater NYC Area

Posted Nov 17, 2023

Our ideal candidates will have the Series 7 and Series 63 licenses, 1-2 years of relevant experience, thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. Opportunity Get real, warm leads that call YOU at no cost Work for a successful investment firm dedicated to performance, integrity, service, and innovation Gain business expertise and market knowledge through our comprehensive training and mentoring program Perform in an energetic, open environment Succeed in an achievement-based culture Qualifications Bachelor’s degree or equivalent combination of education/experience Series 7 and Series 63 licenses Personal or professional track record of achievement Highly professional work ethic Ability to handle multiple responsibilities and take initiative Excellent organizational and time management skills Benefits Competitive compensation Open and supportive team-based environment Full medical and dental benefits 401(k) plan with company match We are looking for Financial Advisors with Series 7 and Series 63 licenses who are performance-driven personalities and entrepreneurs in spirit, looking to build a career helping the individual investor achieve their financial goals and dreams. Overview Hennion & Walsh is an advocate for the individual investor. If you are a highly motivated individual, looking to join a vibrant, growing company...if you want to boost your career as a Financial Advisor...build a book of business that will sustain your career in Finance, then apply today. We believe in putting the client first. In addition to ample leads, they are provided with back office and compliance support, as well as active mentoring. We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic work force as Financial Advisors. They do not have to network on weekends, pay for seminars or knock on doors.

MBA Environmental, Social, and Governance (ESG) Summer Intern

Company: Workiva

Location: Greater Denver Area

Posted Nov 17, 2023

Workiva is offering an ESG MBA Internship for Summer 2024. The ideal candidate should have strong leadership skills, research abilities, and experience in developing commercial strategy operations. The intern will work closely with various departments to influence Workiva's ESG strategy and programs. The internship can be in-person or remote. The position requires a Bachelor's degree in Communications, Finance, or Accounting, and a minor or certification in ESG, Public Policy, Communications, Corporate Social Responsibility, Sustainability, or a related field is a plus. Preferred qualifications include project management or reporting experience, exposure to ESG reporting frameworks, and excellent communication skills.

Assistant Director of Community Living Services

Company: Laradon

Location: Greater Denver Area

Posted Nov 17, 2023

All of our team members – regardless of race, ethnicity, sexual orientation, gender identity, age, language, abilities/disabilities, veteran status, religion, citizenship, socioeconomic status, geographic region, or other defining characteristics – should feel a sense of belonging and value. We applaud everyone. Our commitment to you once you get here: Laradon is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. To provide culturally competent services to individuals, students, guests, and staff/employees, our hiring practices reflect our values by offering an environment that celebrates diversity and embraces inclusion. Other duties as assigned. Physical requirements include the ability to exert up to 50 pounds of force; physical condition to enable walking, standing, sitting, stooping, kneeling, crouching or crawling; stamina to be on feet and active for full work days; ability to speak or exchange information in an audible manner. Valid driving license, good driving record and must be at least 21 years of age. Experience with IRSS required and CES preferred. A minimum of five years’ experience in the human services field, three years of which was at a management or supervisory level. On-call 24 hours by cell phone.

Account Executive, Utilities

Company: EnergyCAP, LLC

Location: Greater Denver Area

Posted Nov 17, 2023

EnergyCAP, a leading Energy & Sustainability ERP, is seeking a proactive and versatile Software Sales Utility experienced Account Executive for a remote position. The role involves generating and managing new prospect accounts from Utilities Companies within North America, collaborating with various teams, and achieving annual and quarterly sales targets. The ideal candidate should have a bachelor's degree, minimum 3 years of selling SaaS to Utility companies, strong presentation skills, and experience with CRM software. Benefits include comprehensive insurance, 401(k) with company match, flexible time off, and various professional development opportunities.

VP of Finance

Company: Etana Custody

Location: Greater Denver Area

Posted Nov 17, 2023

Etana Custody provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. You Will: Drive the financial planning of the company by monitoring and analyzing financial data, performance, and risks Constantly aware of the company’s financial position and proactively prevents problems Set up and oversee the company’s finance IT system Set targets for and supervise all accounting and finance personnel (Treasurer, Controller, Financial Analysts, auditors, etc. VP of Finance is an effective leader with broad knowledge to all accounting, financial, and business principles. Directs the development, enhancement and implementation of financial policies, controls, procedures, and processes designed to ensure compliance with GAAP and regulations while also promoting operational efficiency Oversee all audit and internal control operations Manage relationships with business partners, shared services, and financial planning and analysis to optimize working capital Ensures accurate preparation and timely submission of detailed reports on financial performance Conduct analysis to make forecasts and report to executives Ensure adherence to financial laws and guidelines In conjunction with private equity sponsors and senior management, manage capital market effort that allow for efficient capital structure and enable growth Monitor debt covenant compliance and prepare related calculations and certificates, in accordance with debt agreements Responsible for investing funds consistent with applicable laws Develop and lead hedging programs to mitigate risk for currency and interest rate fluctuation Build financial models based on historical data and industry-specific metrics, and create presentations for investors Compile information to be submitted to the board for approval and to auditors and various regulatory agency Requirements and skills: BS/BA in Accounting, Finance or relevant field; MS/MA is preferred CPA or other relevant qualification is preferred Proven experience as director of finance or similar leadership role 8-10 years experience with corporate finance and accounting principles, laws, regulatory compliance, and best practices Experience with crypto currency and blockchain preferred Solid knowledge of financial analysis and forecasting Tech savvy with strong knowledge of accounting systems An analytical mind with a strategic ability Proven leadership and mentorship skills Ability to build strong, collaborative working relationships and be seen as a topic authority, objective source of information, and trusted advisor Excellent written and oral communication skills Perks and Benefits: Pay: Starting at $200,000-$230,000 Full-time employees enjoy the following benefits: Generous healthcare, dental and vision plan 401(k) employer matching Generous PTO plan Employee equity plan Monthly commuter stipend Fun office environment in downtown Denver Etana Custody is an Equal Opportunity Employer. You will be responsible for assessing the financial performance, possible risks, and investments of the company. This position reports to the CEO. Our mission is to mitigate counterparty risk, facilitate trade execution, and enable capital efficiencies. Clients achieve this with our custody and trade support solutions, along with industry-leading partners, allowing clients to manage fiat and digital assets from a secure environment. They must be a strategic thinker whose goal is to ensure the company’s profitability and long-term success. Job Description: We are looking for an experienced VP of Finance to oversee all financial aspects of the business and drive the financial strategy and planning.

Senior Manager, Global Payroll

Company: Udemy

Location: Greater Denver Area

Posted Nov 18, 2023

Udemy, a leading global learning platform with over 59 million learners, is seeking a Sr. Manager, Global Payroll. The role involves leading the global payroll function for employees in various countries, managing payroll processes and procedures, ensuring compliance with tax laws, and partnering with cross-functional teams. The ideal candidate should have 8+ years of relevant experience, preferably with Workday Payroll or Safeguard Global, and a strong customer service orientation. Udemy values diversity and inclusion, offering comprehensive benefits including medical, dental, vision, life/AD&D, disability coverage, HSA/FSA/Commuter, transgender benefits, parental benefits, Whole U memberships, learning resources, retirement plans, charitable giving, vacation, and holidays.

Senior Treasury Analyst

Company: Udemy

Location: Greater Denver Area

Posted Nov 17, 2023

Udemy, a global learning platform with over 59 million learners, is seeking a Treasury professional to join their team. The role involves cash management, support for foreign subsidiaries, investments, and FX management. The ideal candidate will have 5+ years of experience in Treasury, Corporate Finance, or Banking, strong analytical skills, and excellent interpersonal and communication abilities. Udemy values diversity and inclusion, offering comprehensive benefits including medical, dental, vision, life/AD&D, disability coverage, HSA/FSA/Commuter, transgender benefits, parental benefits, Whole U memberships, learning resources, retirement plans, charitable giving, flexible vacation, and holidays.

Series 7 Registered Client Service Associate

Company: Hennion & Walsh

Location: Greater NYC Area

Posted Nov 17, 2023

Responsibilities: Provides sales/administrative/operational client service support to assist a team of financial advisors. Our ideal candidates will have the Series 7 and Series 63 licenses, 1-2 years of relevant experience, thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. May solicit and provide financial advice in unison with the team. Develop and maintain client relationships Proactively support the financial advisors in the selling process Provide administrative support to the financial advisors Qualifications Bachelor’s degree or equivalent combination of education/experience Series 7 and Series 63 licenses Strong client service skills and attention to detail Highly professional work ethic Ability to handle multiple responsibilities and take initiative Excellent organizational and time management skills Highly professional verbal, written and interpersonal communication skills Knowledge and understanding of brokerage systems Microsoft Office (Word, Excel, and Outlook) proficiency Benefits: Competitive compensation Open and supportive team-based environment Full medical and dental benefits 401(k) plan with company match Overview Hennion & Walsh is an advocate for the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Registered Client Service Associates. If you are a highly motivated individual and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you. Hennion & Walsh provides ongoing training and support to all of our Registered Service Advisors.

Senior Salesforce Engineer

Company: AgentSync

Location: Greater Denver Area

Posted Nov 17, 2023

). We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc. NIPR, FINRA) with core business systems (i.e. About us: AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. Salary: Denver/Boulder Metro $150,000 - $175,000 + Annual Bonus Additionally, this role is eligible to participate in AgentSync’s equity programs. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer! At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. Salesforce) so we can automate the critical business processes associated with these compliance requirements. 100% Company Paid Healthcare Insurance (for you and dependents) Medical Dental Vision Financial Benefits 401(k) retirement savings plan Other Benefits Flexible PTO 11 paid holidays per year 12 weeks 100% paid parental leave and $4,000 return to work childcare stipend Candidates: AgentSync Recruiting & Talent teams will only communicate with you using @agentsync.io email addresses. You’ll be a thought partner and innovation driver, bringing out the best of Salesforce within the scope of the application and partnering with other developers to share best-practices, discoveries, and designs.

Series 7 Financial Services Wealth Management Associate

Company: Hennion & Walsh

Location: Greater NYC Area

Posted Nov 17, 2023

Manage a schedule of client reviews for lead advisors. Work with our investment teams to keep client portfolios on target. Contact clients and prospective clients with relevant information about market updates that may affect their investments. Help with analyses and preparation to conduct in-depth client reviews to uncover new business opportunities. Work directly with clients to: evaluate and effectively manage their needs / answer questions or concerns in a timely and professional manner / handle requests or complaints and work to find solutions / develop and foster relationships / maintain records. Work according to set standards and operating procedures which will be learned on the job. Set up and prepare for client and prospect meetings/follow-ups. Qualifications Series 7 and Series 63 licenses Being coachable, collaborative, and a doer Proficiency in Microsoft Office Ability to comprehend and properly execute tasks Team player Ability to deliver high quality output, possibly within tight timeframes Excellent organizational and time management skills Benefits Competitive compensation Encouraging and supportive team-based environment Full medical and dental benefits 401(k) plan with company match Work with lead advisor to: manage client relationships / incorporate strategy for referrals/introductions / contact clients regarding current events that may affect their investments. Duties and Responsibilities Cultivate and enhance new and existing client relationships through active communication with clients, facilitating client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.

Enterprise Account Executive (SLED) - North America

Company: Apryse

Location: Greater Denver Area

Posted Nov 17, 2023

Apryse, a leading provider of document software development technology, is expanding its sales team and seeking an Account Executive with a focus on Enterprise sales for State, Local, and Higher Education (SLED) in North America. The role involves managing and closing a pipeline of software license opportunities, working closely with presales teams, and understanding the challenges faced by Product Managers. The ideal candidate should have 2-5 years of B2B software sales experience, excellent communication skills, and a proven track record of overachievement. Apryse offers a competitive salary, comprehensive benefits, and a highly autonomous and entrepreneurial environment. The company has grown significantly since 2019, securing strategic investments and making several acquisitions.

OEM Account Executive - North America

Company: Apryse

Location: Greater Denver Area

Posted Nov 17, 2023

Customers like IBM, Autodesk, DocuSign, Boeing, Microsoft (and many more!) Career progression is based on merit, not tenure. Internally, we foster an atmosphere of opportunity, growth, and success for every individual amidst an exciting and challenging entrepreneurial culture. Every member of our vibrant team is empowered to be a contributor, innovator, and successful leader. As a result, you can find our document technology in thousands of solutions, including those of household names, used by millions across virtually every industry. Please note that due to the high volume of applications received, only short-listed candidates will be contacted. Since having secured a $95M strategic growth investment in 2019, we have grown from approximately 50 employees to over 370, made eleven acquisitions, and in 2021, Thoma Bravo, the top private investment firm in the world for software, came on board with another strategic growth investment. come to us to realize their web and mobile strategies for document management, editing, and collaboration as the 1-ranked commercial document SDK of choice for companies worldwide. With a broad international portfolio of combined companies, products, and leading technologies, we are actively changing the way the world works with documents to make work better and life simpler. Highly autonomous and entrepreneurial environment.

Frequently Asked Questions

What are typical salary ranges by seniority for 401(K) positions?
Entry‑level Analyst: $55k‑$70k. Mid‑level Senior Analyst: $75k‑$95k. Manager: $100k‑$130k. Director: $135k‑$170k. VP/Chief Plan Officer: $180k‑$220k, depending on firm size and geographic region.
What skills and certifications are required in 401(K) roles?
Core skills: ERISA compliance, fiduciary duty analysis, pension plan design, asset‑allocation modeling, and data‑driven decision making. Technical proficiencies: Fidelity, Schwab, BlackRock Aladdin, Workday, and Excel VBA for reporting. Certifications: CPA, CEBS, CFA, Certified Retirement Counselor, and Certified Pension Administrator are highly valued.
Is remote work available for 401(K) professionals?
Yes. Approximately 65% of 401(K) Analyst and Compliance roles support full or hybrid remote schedules, as regulatory and data‑analytics tasks can be performed from any compliant location. Remote teams often use secure VPNs, encrypted data platforms, and real‑time collaboration tools.
What career progression paths exist in the 401(K) field?
Typical ladder: Analyst → Senior Analyst → Manager → Director → VP/Chief Plan Officer. Advancement hinges on accruing fiduciary experience, obtaining advanced certifications, and demonstrating leadership in plan redesign or technology implementation projects.
What industry trends are shaping 401(K) work?
Key trends include ESG‑aligned investment options, AI‑driven plan analytics, automated enrollment and contribution boosts, regulatory updates like the Pension Protection Act amendments, and the shift toward cloud‑based plan administration platforms.

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