Manager of Savings and Investments Jobs
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.
- Strategic Employment Partners
- Westlake, OH
- 3 hours ago
- Strategic Employment Partners
- Westlake, OH
- 3 hours ago
+ bonus depending on level Remote-friendly for the right candidate, though Cleveland/Westlake, OH is preferred Qualifications for Success: Experience in equipment finance, leasing, or asset-based lending...
Remote WorkSAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Arlington, VA
- 14 hours ago
- Arlington, VA
- 14 hours ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
Asset Management Specialist II (Asset Manager, Equipment Finance)
- Sioux Falls, SD
- 15 hours ago
- Sioux Falls, SD
- 15 hours ago
First Job Previous Job 56 of 10,000 Next Job Last Job Between $50k and $92k Per Year Asset Management Specialist II (Asset Manager, Equipment Finance) Pathward, N.A. Location: Sioux Falls, SD -...
Asset Mgmt Specialist IV (Asset Manager, Equipment Finance)
- Sioux Falls, SD
- 15 hours ago
- Sioux Falls, SD
- 15 hours ago
First Job Previous Job 55 of 10,000 Next Job Last Job Between $83k and $153k Per Year Asset Mgmt Specialist IV (Asset Manager, Equipment Finance) Pathward, N.A. Location: Sioux Falls, SD - 57197...
Investment Consultant - Century City, CA. Job in Glendale Gr8Jobs
- Glendale, CA
- 15 hours ago
- Glendale, CA
- 15 hours ago
Position Type: Regular 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"...
Asset Manager -Vacancy Protector - Rehab Organizer Turd Duplex Helper
- Saint Louis, MO
- 15 hours ago
- Saint Louis, MO
- 15 hours ago
un Asset Manager -Vacancy Protector - Rehab Organizer Turd Duplex Helper (Penrose) compensation: Negotiable Hourly or Job or commission sale Goodest AM! We are a national flip company looking to...
Investment Consultant- Rancho Bernardo, CA. Job in San Diego Gr8Jobs
- San Diego, CA
- 15 hours ago
- San Diego, CA
- 15 hours ago
Position Type: Regular 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"...
Investment Consultant - Century City, CA. Job in Montebello Gr8Jobs
- Montebello, CA
- 15 hours ago
- Montebello, CA
- 15 hours ago
Position Type: Regular 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"...
Investment Consultant- Boise, ID. Job in Boise Gr8Jobs
- Boise, ID
- 15 hours ago
- Boise, ID
- 15 hours ago
Position Type: Regular 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"...
Comprehensive knowledge of lending practices, loan documents, and residential real estate partnership agreements....
Investment Consultant - Century City, CA. Job in California Gr8Jobs
- Century City, CA
- 15 hours ago
- Century City, CA
- 15 hours ago
Position Type: Regular 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"...
Investment Consultant - Century City, CA. Job in Lynwood Gr8Jobs
- Lynwood, CA
- 15 hours ago
- Lynwood, CA
- 15 hours ago
Position Type: Regular 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"...
Asset Manager, Energy Storage Position works on-site in Center City! As an Asset Manager for Energy Storage at Ormat, you will play a crucial role in the Energy Storage team. You will be...
Join our growing team at Northwestern Mutual of Hartford. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business,...
Remote WorkAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for...
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs Nationwide
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss 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
- Modeling
- Asset Management
- Presentation
- Property Management
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Asset Allocation
- Lease-Up
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounting
- Negotiation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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