Manager of Savings and Investments Jobs in Englewood, NJ
A Manager of Savings and Investments in the banking industry is primarily responsible for overseeing the savings and investment portfolios of clients. They guide clients in making the most profitable financial decisions, developing investment strategies while also ensuring that they meet regulatory compliance standards. They monitor and analyze market trends, execute investment transactions and manage associated risks. They are also involved in fostering client relationships, providing financial advice and presenting investment opportunities.
Important skills for this role include strong analytical abilities, decision-making skills, a deep understanding of financial markets, and excellent communication skills. Familiarity with investment and portfolio management software is also an advantage. Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA) can enhance credibility and expertise. Prior to becoming a Manager of Savings and Investments, an individual may have roles such as Financial Analyst, Investment Advisor, or Portfolio Manager.
Investment Banking Associate - Real Estate Syndicated Finance
- New York, NY (9 miles from Englewood, NJ)
- 4 hours ago
- New York, NY (9 miles from Englewood, NJ)
- 4 hours ago
About this role: Wells Fargo is seeking a RESF Investment Banking Associate....
Hardware Asset Manager, Service Excellence Team
- New York, NY (9 miles from Englewood, NJ)
- 6 hours ago
- New York, NY (9 miles from Englewood, NJ)
- 6 hours ago
Hardware Asset Manager, Service Excellence Team "I can succeed as a Hardware Asset Manager at Capital Group." The Hardware Asset Manager for the Service Excellence Team is responsible for...
Position Associate, Investment Banking - ESOP
- New York, NY (9 miles from Englewood, NJ)
- 1 day ago
- New York, NY (9 miles from Englewood, NJ)
- 1 day ago
banking....
Associate - Investment Banking, Industrials
- New York, NY (9 miles from Englewood, NJ)
- 1 day ago
- New York, NY (9 miles from Englewood, NJ)
- 1 day ago
Job Description: The Assoc Investment Banking is responsible for providing structure, marketing and execution activities supporting senior members of the team....
Vice President / Investment Banker
- New York, NY (9 miles from Englewood, NJ)
- 1 day ago
- New York, NY (9 miles from Englewood, NJ)
- 1 day ago
Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions....
Investment Banking Associate - FinTech
- New York, NY (9 miles from Englewood, NJ)
- 2 days ago
- New York, NY (9 miles from Englewood, NJ)
- 2 days ago
The ideal candidate will have direct FinTech investment banking experience and M&A experience....
Associate, Investment Banking, Financial Institutions Group
- New York, NY (9 miles from Englewood, NJ)
- 2 days ago
- New York, NY (9 miles from Englewood, NJ)
- 2 days ago
Bachelor's degree and MBA, MA or MS or equivalent with emphasis in finance/accounting Minimum of three years of Investment Banking experience Prior FIG investment banking experience and a strong understanding...
Investment Consultant - Garden City, NY
- Garden City, NY (20 miles from Englewood, NJ)
- 2 days ago
- Garden City, NY (20 miles from Englewood, NJ)
- 2 days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
- New York, NY (9 miles from Englewood, NJ)
- 2 days ago
- New York, NY (9 miles from Englewood, NJ)
- 2 days ago
Digital Asset Manager Department: Collections Employment Type: Full Time Location: Stephen A. Schwarzman Building Reporting To: Eric Shows Compensation: $80,000 - $95,000 / year Description...
Investment Banking Associate, M&A - New York
- New York, NY (9 miles from Englewood, NJ)
- 2 days ago
- New York, NY (9 miles from Englewood, NJ)
- 2 days ago
Investment Banking Associate, M&A - New YorkCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry....
Investment Banking Associate - Industrials
- New York, NY (9 miles from Englewood, NJ)
- 3 days ago
- New York, NY (9 miles from Englewood, NJ)
- 3 days ago
Work Experience: 3+ year of experience with a Bachelor's degree or 1+ years with a MBA in Industrials Investment Banking....
Wealth Management Advisor (Hackensack or Princeton, NJ)
- Hackensack, NJ (3 miles from Englewood, NJ)
- 3 days ago
- Hackensack, NJ (3 miles from Englewood, NJ)
- 3 days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically...
Associate, Investment Banking - Business Services
- New York, NY (9 miles from Englewood, NJ)
- 4 days ago
- New York, NY (9 miles from Englewood, NJ)
- 4 days ago
Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Business Services team....
- New York, NY (9 miles from Englewood, NJ)
- 5 days ago
- New York, NY (9 miles from Englewood, NJ)
- 5 days ago
Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services...
2026 Truist Securities - Investment Banking Associate Program - Industrials & Services (MBA)
- New York, NY (9 miles from Englewood, NJ)
- 5 days ago
- New York, NY (9 miles from Englewood, NJ)
- 5 days ago
Candidates who receive a general Investment Banking Associate offer could be placed within Industrials & Services....
Demographic Data for Englewood, NJ
Moving to Englewood, NJ? Find some basic demographic data about Englewood, NJ below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Englewood, NJ
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Englewood, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Manager of Savings and Investments position
- Estate Planning
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- Freddie Mac
- Fannie Mae
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Written Communication
- Documentation
- Accounting
- Mentoring
- Collaboration
- Reporting
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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