Top 1508 licensing manager Jobs in westchester 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
11d
Bookkeeper / Accounting Assistant
Sam Tell & Son Inc —Farmingdale, NY
- $25 - $35 an hour
- Full-time
- Background check
- ERP systems
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
School Bus Transportation Company - Safety Supervisor
New York City School Bus Umbrella Services, Inc. —Brooklyn, NY
- $80,000 - $85,000 a year
- Full-time
- CDL B
- CPR Certification
- 5 years
- Paid holidays
- Health insurance
Quick Apply
Vice President of Clinical Services
Vantage Health System, Inc. —Dumont, NJ
- From $55 an hour
- Full-time
- Background check
- 5 years
- Licensed Clinical Social Worker
- Health insurance
- Dental insurance
Quick Apply
8d
Bilingual LCSW, LSW, LPC, LAC - Substance Use/Mental Health Treatment Prvider
Greater Essex Counseling Services LLC —Newark, NJ
- Up to $90,000 a year
- Full-time
- Spanish
- Writing skills
- Licensed Clinical Social Worker
- Continuing education credits
- Paid holidays
Quick Apply
Healthcare Recruitment Specialist (People Operations)
Housing Works —Brooklyn, NY
- $65,000 - $68,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Home Health
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative
NYLIC —Melville, NY
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Entry level
- Disability insurance
- Health insurance
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Financial Advisor
Equitable Advisors —New York, NY
- $34,500 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
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Preschool Director/Operations Manager
Dilly Dally/Romper Room/South Shore —Williston Park, NY
- $36,000 - $75,000 a year
- Full-time
- Microsoft Word
- Background check
- School experience
- Tuition reimbursement
- Paid time off
Quick Apply
Head of School (Teaching Certification required)
PNW Enterprises LLC —New York, NY
- $90,000 - $100,000 a year
- Full-time
- School experience
- Classroom
- Teaching Certification
- Health insurance
- Dental insurance
Quick Apply
Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply
Certified Financial Services, LLC —Paramus, NJ
- $2,000 - $4,000 a month
- Full-time
- Sales
- Financial services
- In-person
- Health insurance
- Dental insurance
Quick Apply
Career Transition -Sales Management (Acellerated Program)
New York Life —Saddle Brook, NJ
- $65,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- US work authorization
- Recruiting
- AD&D insurance
- Disability insurance
Quick Apply
5d
Fast track Pathway to Management
New York Life —Melville, NY
- $90,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 5 years
- AD&D insurance
- Disability insurance
Quick Apply
Clinical Educator
Inizio Engage —Newark, NJ
- $120,000 - $128,000 a year
- Full-time
- Psychiatry
- RN License
- Mid-level
- Paid parental leave
- Disability insurance
Quick Apply
4d
Insurance Account Manager - Licensed Insurance Experience Required
Allstate Insurance Agency - Daniela Mercado —Stamford, CT
- $35,000 - $55,000 a year
- Extended hours
- Hybrid work
- Marketing
- Mid-level
- Office
- Travel reimbursement
- Paid holidays
Quick Apply
11d
Assistant Branch Manager - Mineola
FourLeaf Federal Credit Union —Mineola, NY
- $66,420 - $79,704 a year
- Computer literacy
- Data analysis skills
- Mid-level
- Disability insurance
- Health insurance
IMT Case Manager
CENTER FOR URBAN COMMUNITY SVC —New York, NY
- $45,154.20 - $61,188.40 a year
- Bilingual
- Hospital
- Computer literacy
- 403(b) matching
- Commuter assistance
Quick Apply
Assistant Branch Manager - Glen Cove
FourLeaf Federal Credit Union —Glen Cove, NY
- $66,420 - $79,704 a year
- Computer literacy
- Data analysis skills
- Mid-level
- Disability insurance
- Health insurance
Quality Improvement Coordinator
REED Next —Oakland, NJ
- $25 an hour
- Full-time
- Working with individuals with developmental disabilities
- 5 years
- Residential
- Health insurance
- Dental insurance
Quick Apply
3d
Data Analyst, DOC
FORTUNE SOCIETY INC —Long Island City, NY
- $35.72 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply

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licensing manager jobs near westchester ny

401(k) Specialist

Midas Wealth
New York, NY

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year
11 days ago

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

licensing manager jobs in westchester ny

401(k) Specialist

Bookkeeper / Accounting Assistant

School Bus Transportation Company - Safety Supervisor

Vice President of Clinical Services

Bilingual LCSW, LSW, LPC, LAC - Substance Use/Mental Health Treatment Prvider

Healthcare Recruitment Specialist (People Operations)

Financial Services Representative

Financial Advisor

Preschool Director/Operations Manager

Head of School (Teaching Certification required)

Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply

Career Transition -Sales Management (Acellerated Program)

Fast track Pathway to Management

Clinical Educator

Insurance Account Manager - Licensed Insurance Experience Required

Assistant Branch Manager - Mineola

IMT Case Manager

Assistant Branch Manager - Glen Cove

Quality Improvement Coordinator

Data Analyst, DOC

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