Top 704 Investment manager Jobs in Summit, Nj

Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
SVP - Lead Underwriter, Construction, Cedant Facultative Reinsurance
SCOR —New York, NY
- $290,000 - $392,500 a year
- Hybrid work
- 11+ years
- Office
- Accounting
- AD&D insurance
- Paid holidays
Property Manager-Affordable Staten Island Portfolio
Progressive Management of NY —Staten Island, NY
- $85,000 - $100,000 a year
- Full-time
- Spanish
- Mechanic experience
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Portfolio Operations Manager
GRC MANAGEMENT —Brooklyn, NY
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
7d
Program Manager
Confluence Philanthropy —Manhattan, NY
- $70,000 - $80,000 a year
- Email
- Hybrid work
- Research
- Mid-level
- Office
Quick Apply
Portfolio Manager
BCB COMMUNITY BANK —Bayonne, NJ
- $110,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Travel
Quick Apply
6d
Portfolio Property Manager
Cervelli Real Estate and Property Management —North Bergen, NJ
- $70,000 - $75,000 a year
- 8 hour shift
- Microsoft Word
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Lead Underwriter, Property Cedant Facultative Reinsurance, North America
SCOR —New York, NY
- $290,000 - $390,000 a year
- Hybrid work
- 11+ years
- Office
- Accounting
- AD&D insurance
- Paid holidays
Client Market Risk Manager, Futures
Macquarie Group Limited —New York, NY
- $181,000 - $225,000 a year
- Full-time
- 5 years
- Office
- Finance
- Paid parental leave
- Health savings account
Team Lead Trust and Estate Administration
City National Bank —New York, NY
- $122,535 - $208,715 a year
- Microsoft Excel
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Modelling Manager
Michael Page —New York, NY
- $90,000 - $130,000 a year
- Management
- Mid-level
- Office
6d
Relationship Manager , Funds
ICICI Bank New York —Manhattan, NY
- Full-time
- Bachelor's degree
- US work authorization
- In-person
- Health insurance
Quick Apply
Portfolio Manager - AI Trainer
DataAnnotation —New York, NY
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Portfolio Manager - AI Trainer
DataAnnotation —New York, NY
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Manager, Hedge Fund Accounting
SS&C Technologies —New York, NY
- $78,000 - $165,000 a year
- Online Application
- 3 years
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Portfolio Manager - Asset Management
Paths Management Services LLC —New York, NY
- $165,000 - $185,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Analysis skills
- Commuter assistance
- Paid holidays
Quick Apply
Lead Market Strategist - North America Power
bp —New York, NY
- $196,400 - $300,000 a year
- Full-time
- Hybrid work
- Pass drug screening
- Office
- SQL
- Paid parental leave
- Relocation assistance
Sr. Business Development Manager (Investment) - Food & Retail
PASONA N A, INC. —New York, NY
- $114,000 - $155,000 a year
- Full-time
- Hybrid work
- 7 years
- Microsoft Excel
- Microsoft Outlook
6d
Sales Manager
New York Life —New York, NY
- $65,000 - $150,000 a year
- Full-time
- No experience needed
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Private Equity District Manager
ADP —Parsippany-Troy Hills, NJ
- $56,100 - $121,500 a year
- Full-time
- 5 years
- Master's degree
- Bachelor's degree
- Wellness program
- Disability insurance

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investment manager jobs near summit, nj

Associate Manager, Financial Planning

MissionSquare -
New York, NY

Apply Now

Job Details

Full-time
$84,880 - $127,330 a year

Benefits

401(k)
Financial planning services
Tuition reimbursement
401(k) matching

Qualifications

Customer communication
CFP
FINRA License
Stakeholder relationship building

Full Job Description

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.

$84,880.00 - $127,330.00

The Associate Manager, Financial Planning delivers financial planning education and services to participants of the New York City Deferred Compensation Plan. The role supports participant engagement and plan growth through seminars and individual financial planning sessions, while strengthening participant relationships before and throughout retirement.

THIS IS NOT A SALES POSITION - NO SELLING INVOLVED.

***PLEASE NOTE: This is a hybrid position with two (2) days remote and three (3) days onsite.

Onsite address is:

22 Cortlandt Street, New York, NY (Lower Manhattan, one block from World Trade Center, which is conveniently located near subway and Path Train stations.

Essential Functions for this role include:

Deliver financial planning seminars at Deferred Compensation Plan headquarters and agency work‑site locations to position MissionSquare’s NYC Deferred Compensation Plan as the primary financial planning resource.
Conduct financial planning seminars to deepen participant relationships, retain existing participants, and promote plan participation growth.
Assist with individual planning sessions, seminar updates, and handout revisions within the assigned geographic area.
Maintain current knowledge of NYC Deferred Compensation Plan services and applicable city‑wide employee benefits.
Maintain working knowledge of the broader financial planning industry and best practices.
Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
Deliver financial planning content using effective presentation and interpersonal communication skills to ensure participant comprehension of financial concepts and reports.
Prepare and deliver individualized financial plans virtually or in person at headquarters locations when requested by plan participants.
Perform other duties and special projects as assigned.
Present seminars and conduct sessions before or after standard business hours as required.
Performs other duties as assigned

If you have the following skills, we encourage you to apply:

Bachelor’s degree or equivalent experience.
One to three years of financial services experience.
CFP® designation required.
FINRA Series 7 and Series 63 licenses preferred but not required.
Knowledge of 457, 401(K), 403(b), IRA, and other qualified retirement plans.
Knowledge of NYC Deferred Compensation Plan products and services.
Strong presentation skills for large group settings.
Excellent interpersonal and verbal communication skills.
Demonstrated ability to build and maintain effective participant relationships.
Ability to learn and retain technical financial planning concepts.
Strong written communication skills.
Ability to remain composed, listen effectively, and adapt communication styles to participant needs.

To benefit your career and support your wellbeing, we offer:

Competitive Total Rewards package , including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
Flexible and hybrid work schedules to support work-life balance
Tuition reimbursement to support continued education
Professional and career development opportunities , including courses and certifications
Comprehensive wellness programs promoting physical, mental, and emotional health
Volunteerism initiatives to encourage community engagement

Equal Employment Opportunity

As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Apply Now

Refine Your Search

investment manager jobs in summit, nj

Associate Manager, Financial Planning

SVP - Lead Underwriter, Construction, Cedant Facultative Reinsurance

Property Manager-Affordable Staten Island Portfolio

Portfolio Operations Manager

Program Manager

Portfolio Manager

Portfolio Property Manager

Lead Underwriter, Property Cedant Facultative Reinsurance, North America

Client Market Risk Manager, Futures

Team Lead Trust and Estate Administration

Modelling Manager

Relationship Manager , Funds

Portfolio Manager - AI Trainer

Portfolio Manager - AI Trainer

Manager, Hedge Fund Accounting

Portfolio Manager - Asset Management

Lead Market Strategist - North America Power

Sr. Business Development Manager (Investment) - Food & Retail

Sales Manager

Private Equity District Manager

I want to receive the latest job alert for investment manager in summit, nj

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