Top 4212 Investment Jobs in Secaucus, Nj

401(k) Specialist
Midas Wealth —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Credit Analyst
Oversea-Chinese Banking Corporation —New York, NY
- $101,250 - $120,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
13d
Investment Analyst - Family Office
Midas Wealth —New York, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Fast Track to Partner
New York Life Insurance Company & NYLIFE Securitiess, LLC. —New York, NY
- $70,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Math
- Health savings account
- Health insurance
Quick Apply
Entry-Level Financial Sales Consultant - Unlimited Earning Potential
United Financial Network —New York, NY
- $35,360 - $250,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Commuter assistance
- Health insurance
Quick Apply
Entry-Level Financial Specialist
New York Life-NJ General Office —Newark, NJ
- $60,000 - $90,000 a year
- Bachelor's degree
- Financial services
- Business Administration
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PGIM: 2027 Private Credit, Summer Investment Analyst Program
Prudential —Newark, NJ
- $35 - $40 an hour
- Multiple hires
- Writing skills
- Mid-level
- Office
12d
PGIM: 2027 Private Credit, Investment Analyst Program
Prudential —Newark, NJ
- $80,000 - $100,000 a year
- Multiple hires
- Writing skills
- Office
- Analysis skills
12d
2027 Global Private Bank Investment Solutions Program (Full-Time Analyst)
JPMorganChase —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Research
- Office
- US work authorization
Entry-Level Financial Representative
Integrated Financial Concepts —Roseland, NJ
- $60,000 - $100,000 a year
- No experience needed
- US work authorization
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Financial Sales Representative - Training Provided
Tri-Harbor Financial Group —New York, NY
- Up to $138,000 a year
- 8 hour shift
- Bilingual
- Sales
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Analyst - AI Trainer
DataAnnotation —Newark, NJ
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Credit Analyst
LLP Exotic Auto Finance —Montvale, NJ
- $90,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health savings account
- Health insurance
Quick Apply
Associate, Private Credit, Infrastructure Debt Investment
Macquarie Group Limited —New York, NY
- $125,000 - $200,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
Regulatory Associate Investment Management
City National Bank —New York, NY
- $92,114 - $156,880 a year
- 7 years
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
14d
Remote Financial Accountant - AI Trainer
DataAnnotation —Manhattan, NY
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Portfolio Manager Associate
City National Bank —New York, NY
- $92,114 - $156,880 a year
- Research
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Associate, Private Credit, Real Estate
Macquarie Group Limited —New York, NY
- $125,000 - $200,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Paid parental leave
- Health savings account
Institutional Cash Equity Sales Trader
Macquarie Group Limited —New York, NY
- $130,000 - $200,000 a year
- Full-time
- 5 years
- Business development
- Senior level
- Paid parental leave
- Health savings account
13d
Analyst/Associate, Private Credit
Macquarie Group Limited —New York, NY
- $120,000 - $210,000 a year
- Full-time
- Research
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account

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investment jobs near secaucus, nj

401(k) Specialist

Midas Wealth
New York, NY

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Defined contribution retirement plans
Record keeping
Series 6
Presentations for conferences or internal meetings
Data analysis skills
Bachelor's degree
Fiduciary duties
Financial product expertise
Industry knowledge of financial regulations
FINRA License
Business Administration
Technical Proficiency

Full Job Description

Job Overview:
The 401(k) Specialist serves as a subject matter expert in employer-sponsored retirement plan services, with a dual focus on investment management solutions and insurance products. This role is responsible for the full lifecycle of 401(k) plan administration — from onboarding and compliance monitoring to investment menu design and participant engagement. The ideal candidate combines deep technical knowledge of ERISA regulations with a client-first mindset and a passion for helping organizations and employees build long-term financial security.

Key Responsibilities:

Plan Administration

Manage end-to-end administration of 401(k) and related defined contribution plans, including plan setup, amendments, and annual reviews.
Oversee contribution processing, vesting calculations, loan administration, and required minimum distributions (RMDs).
Coordinate plan document updates and ensure alignment with current IRS and DOL regulations.
Prepare and review annual plan testing (ADP/ACP, top-heavy, coverage) and partner with TPAs and auditors to resolve discrepancies.

Investment Solutions

Evaluate and recommend investment menu options including mutual funds, collective investment trusts (CITs), target-date funds, and managed accounts.
Monitor fund performance, expense ratios, and benchmarking data; present findings to plan sponsors and investment committees.
Serve as a fiduciary resource, supporting plan sponsors in fulfilling their ERISA Section 404(c) obligations.
Collaborate with portfolio managers and fund companies to conduct due diligence and annual investment policy statement (IPS) reviews.

Insurance Solutions

Identify and position insurance products within retirement plans, including stable value funds, guaranteed income annuities, and group variable annuity wrappers.
Partner with insurance carriers to evaluate product suitability, crediting rate competitiveness, and contract terms for plan sponsors.
Support plan sponsors in implementing in-plan guaranteed lifetime income solutions as part of a comprehensive retirement readiness strategy.
Maintain current knowledge of regulatory changes impacting insurance products within qualified plans (e.g., SECURE 2.0 provisions).

Compliance and Regulatory Affairs

Monitor plan compliance with ERISA, IRS, and DOL requirements; coordinate corrective actions through VCP or EPCRS when needed.
Prepare and file Form 5500 series returns in partnership with plan auditors and TPAs.
Track legislative and regulatory developments affecting qualified plans and proactively advise clients on required amendments.

Client Relationship Management

Serve as the primary point of contact for a portfolio of plan sponsor clients, delivering proactive service and strategic guidance.
Conduct quarterly and annual plan reviews, presenting data on participation rates, deferral trends, and investment performance.
Develop and deliver participant education materials and enrollment campaigns to drive plan utilization and retirement readiness.
Collaborate with sales and relationship management teams on plan conversions, RFP responses, and new business opportunities.

Required Qualifications:

Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
3–5+ years of experience in 401(k) plan administration, retirement plan consulting, or a related financial services role.
Strong working knowledge of ERISA, IRS qualification rules, DOL regulations, and plan testing requirements.
Demonstrated experience with investment analysis, fund evaluation, and fiduciary best practices.
Familiarity with insurance products used in qualified retirement plans, including stable value and annuity solutions.
Proficiency with retirement plan recordkeeping platforms (e.g., Empower, Fidelity, Voya, Principal, or similar).
Excellent communication and presentation skills with the ability to simplify complex topics for diverse audiences.

Preferred Qualifications:

FINRA Series 6 or 65 license (or willingness to obtain).
Experience with SECURE Act 2.0 implementation and in-plan retirement income products.
Prior experience in a TPA, recordkeeper, broker-dealer, or RIA environment.

Compensation & Benefits:
We offer a competitive compensation package commensurate with experience, including:

Base salary range: $70,000 – $100,000 annually (depending on experience and credentials)
Performance-based bonus eligibility
Comprehensive health, dental, and vision insurance
401(k) plan with company match
Paid professional development and licensing support
Generous PTO and flexible work arrangements

Equal Opportunity Employer:
We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

Pay: $70,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: Hybrid remote in New York, NY 10004

Quick Apply

Refine Your Search

investment jobs in secaucus, nj

401(k) Specialist

Credit Analyst

Investment Analyst - Family Office

Fast Track to Partner

Entry-Level Financial Sales Consultant - Unlimited Earning Potential

Entry-Level Financial Specialist

PGIM: 2027 Private Credit, Summer Investment Analyst Program

PGIM: 2027 Private Credit, Investment Analyst Program

2027 Global Private Bank Investment Solutions Program (Full-Time Analyst)

Entry-Level Financial Representative

Financial Sales Representative - Training Provided

Financial Analyst - AI Trainer

Credit Analyst

Associate, Private Credit, Infrastructure Debt Investment

Regulatory Associate Investment Management

Remote Financial Accountant - AI Trainer

Portfolio Manager Associate

Associate, Private Credit, Real Estate

Institutional Cash Equity Sales Trader

Analyst/Associate, Private Credit

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