Top 4912 Trust manager Jobs in Brooklyn, Ny

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
Client Success Manager
Confidential —Manhattan, NY
- $80,000 - $115,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Administrative Relationship Manager Assistant Director - NYC
EY —New York, NY
- $91,900 - $195,200 a year
- Mid-level
- Microsoft Office
- 8 years
- Paid holidays
- Health insurance
Territory Sales Manager
Uline —New York, NY
- $85,000 - $135,000 a year
- Full-time
- Pass drug screening
- Office
- Driver's License
- Mileage reimbursement
- Paid holidays
5d
Sales Account Manager
Uline —New York, NY
- $85,000 - $135,000 a year
- Full-time
- Pass drug screening
- Office
- Driver's License
- Mileage reimbursement
- Paid holidays
5d
Training & Support Specialist-Finance
NYU Langone Health —New York, NY
- $70,481.60 - $75,684.00 a year
- Online Application
- Research
- Mid-level
- Analysis skills
- Wellness program
5d
Customer Success Manager
Verse Medical —New York, NY
- $90,000 - $100,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Mid-level
- Office
- Health insurance
- Dental insurance
eDiscovery Client Services Manager
Epiq Systems, Inc. —New York, NY
- $130,000 - $145,000 a year
- Weekends as needed
- Remote
- Recruiting
- Fair chance
- Business Administration
Trust Officer
Franklin Templeton Investments —New York, NY
- $120,000 - $145,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Paid time off
Associate
AllianceBernstein —New York, NY
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
Manager-Compliance
American Express —New York, NY
- $89,250 - $150,250 a year
- Full-time
- Hybrid work
- Research
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Health insurance
5d
Account Manager (North America)
GetYourGuide —New York, NY
- $97,000 - $121,000 a year
- Hybrid work
- Mid-level
- 2 years
- Communication skills
- Paid parental leave
- Health savings account
Quick Apply
Manager – Consumer Experience (One Aesthetics)
l'Oréal —New York, NY
- $98,400 - $140,200 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Merchandising
- Paid holidays
- Health insurance
Quick Apply
Summer Analyst - Manager Due Diligence
Rockefeller Capital Management —New York, NY
- $38 an hour
- Full-time
- Computer science
- Computer Science
- Writing skills
2d
Assistant Store Manager, Bay Ridge
Sephora —Brooklyn, NY
- $75,700 - $92,750 a year
- Weekends as needed
- Mid-level
- Ability to lift 50 pounds
- Supervising experience
- Health savings account
- Disability insurance
7d
Customer Service Manager (E-commerce)
Gamer's Choice —Long Island City, NY
- $70,000 - $80,000 a year
- Weekends as needed
- Mid-level
- Office
- Team management
- Health insurance
- Dental insurance
Quick Apply
Sr. Manager, Fixture
Tapestry Inc —New York, NY
- $100,000 - $120,000 a year
- 6 years
- Office
- Construction experience
- Commuter assistance
- Paid parental leave
Market/Account Manager, Hotels
Priceline.com —New York, NY
- $85,000 - $105,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Policy Manager, Cross-Issue and Product Policy - Trust and Safety
TikTok —New York, NY
- $108,800 - $288,000 a year
- 5 years
- Writing skills
- Office
- Paid parental leave
- Paid holidays
5d
Audience Engagement Manager
LexisNexis —New York, NY
- $95,300 - $190,500 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Parental leave

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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

trust manager jobs in brooklyn, ny

401(k) Specialist

Client Success Manager

Administrative Relationship Manager Assistant Director - NYC

Territory Sales Manager

Sales Account Manager

Training & Support Specialist-Finance

Customer Success Manager

eDiscovery Client Services Manager

Trust Officer

Associate

Manager-Compliance

Account Manager (North America)

Manager – Consumer Experience (One Aesthetics)

Summer Analyst - Manager Due Diligence

Assistant Store Manager, Bay Ridge

Customer Service Manager (E-commerce)

Sr. Manager, Fixture

Market/Account Manager, Hotels

Policy Manager, Cross-Issue and Product Policy - Trust and Safety

Audience Engagement Manager

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