Manager of Savings and Investments Jobs in Bala Cynwyd, PA
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 Consultant - Philadelphia, PA
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 4 hours ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 4 hours 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...
- King of Prussia, PA (10 miles from Bala Cynwyd, PA)
- 2 days ago
- King of Prussia, PA (10 miles from Bala Cynwyd, PA)
- 2 days ago
About Lockheed Martin Space: Space is a critical domain, connecting our technologies, our security and our humanity. While others view space as a destination, we see it as a realm of...
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 6 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 6 days ago
About Us At ENFRA, we blend a rich history with a forward-looking vision. With over 100 years of experience, we are a pillar of stability in the energy infrastructure industry and a leader in...
Lead Alternative Investment Consultant
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 12 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 12 days ago
About this role: Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management...
RCC Senior Asset Manager (Bridge/Balance Sheet)
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 28 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 28 days ago
Overview: The primary function of this position is the servicing and asset management of multifamily loans originated by M&T Realty Capital Corporation for Fannie Mae, Freddie Mac, FHA/GNMA, Life Companies...
Wealth Management Advisor-Radnor, PA, Philadelphia, PA, State College, PA
- Radnor, PA (9 miles from Bala Cynwyd, PA)
- 30+ days ago
- Radnor, PA (9 miles from Bala Cynwyd, PA)
- 30+ 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...
Wealth Management Advisor-Radnor, PA
- Radnor, PA (9 miles from Bala Cynwyd, PA)
- 30+ days ago
- Radnor, PA (9 miles from Bala Cynwyd, PA)
- 30+ 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...
Director of Wealth Management Consulting
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 45+ days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 45+ days ago
campaigns for the internals/externals consultants to help the growth of the various platforms with limited regional travel Ensure team coordinates with WM SMEs for Insurance, Alternatives, Retirement, Lending...
Investment Consultant - Philadelphia, PA
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 45+ days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 45+ days ago
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...
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 60+ days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 60+ days ago
We are seeking a highly motivated and experienced Investment Banking Associate to join our Infrastructure Investment Banking team....
- Media, PA (12 miles from Bala Cynwyd, PA)
- 90+ days ago
- Media, PA (12 miles from Bala Cynwyd, PA)
- 90+ days ago
Create and distribute periodic asset management reports and annual business plans and budgets to the Company, investors, lenders, and other parties....
Wealth Management Advisor - PA, Bala Cynwyd (2559)
- Bala Cynwyd, PA
- 90+ days ago
- Bala Cynwyd, PA
- 90+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing...
Demographic Data for Bala Cynwyd, PA
Moving to Bala Cynwyd, PA? Find some basic demographic data about Bala Cynwyd, PA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Bala Cynwyd, PA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Bala Cynwyd, PA 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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