Manager of Savings and Investments Jobs in New Jersey
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.
Manage lender reporting requirements for portfolio (particularly debt fund and preferred equity) Assist with review of new Multifamily debt deals and new potential acquisitions Assist with due-diligence...
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...
Wealth Management Advisor (Hackensack or Princeton, NJ)
- Hackensack, NJ
- 2 days ago
- Hackensack, NJ
- 2 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...
Overview We are seeking an experienced Asset Manager to oversee a national portfolio of industrial warehouse properties. The Asset Manager will be responsible for financial performance,...
Divisional Managed Investment Consultant Analyst Divisional Managed Investment Consultant Analyst
- Pennington, NJ
- 19 days ago
- Pennington, NJ
- 19 days ago
Divisional Managed Investment Consultant Analyst Bank of America 3.2 ( ) Multiple Locations Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated...
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Tax Director (Wealth Management/Family Office firm)
- Chatham, NJ
- 30+ days ago
- Chatham, NJ
- 30+ days ago
, New Jersey, USA Remote Status: No Remote Pay Type: Annual Salary Salary: ...00 / US Dollars Occupational Categories: Accounting/ Financial Services/ Investing Industry(ies): Accounting,Banking / Lending...
Entry Level - Wealth Manager - NJ, Secaucus (5190)
- Secaucus, NJ
- 30+ days ago
- Secaucus, NJ
- 30+ days ago
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...
Remote Work(Required) 3 or more years exposure to distressed credits, credit workout or transitional lending....
(Required) 3 or more years exposure to distressed credits, credit workout or transitional lending....
Entry Level - Wealth Manager - NJ, Woodbridge (3136)
- Woodbridge, NJ
- 45+ days ago
- Woodbridge, NJ
- 45+ days ago
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...
Divisional Managed Investment Consultant Analyst
- Jersey City, NJ
- 45+ days ago
- Jersey City, NJ
- 45+ days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Prologis, Inc. is the global leader in logistics real estate. In partnership with our customers and our communities, we develop modern, high-quality properties that set the standard for innovative...
Job Description: 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....
Demographic Data for New Jersey
Moving to New Jersey? Find some basic demographic data about New Jersey below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in New Jersey
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in New Jersey 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
- Retirement Planning
- 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
- 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
- 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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