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.
ManTech seeks a motivated, career and customer-oriented Asset Manager to join our team in Tysons, VA. This role is critical in overseeing the lifecycle management of IT assets, including...
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
For more than 50 years, Crete Carrier has valued both hard work and work-life balance. As a family owned business, we appreciate our employees and respect their contributions to our ongoing...
We are a privately held real estate investment firm focused on the acquisition and management of multifamily assets across the U.S. We are looking for a motivated and analytical Asset Manager to...
This is for one our Boutique Investment Banking clients Looking Associates to join the Technology sector About the Role: We are seeking a highly motivated and experienced Investment Banking Associate...
7B+ AUM Independent Wealth Management Firm Overview Dynamic, fast growing 7B+ Independent RIA is seeking a Senior Wealth Manager to advise clients with regards to comprehensive wealth management including...
management experience with excellent interpersonal skills and attention to detail Ability to work 4-5 days a week at either the Menlo Park or Downtown San Francisco office....
We're looking for an experienced Wealth Manager to join our team and play a key role in managing high-net-worth client relationships, delivering holistic financial planning, and contributing to...
Senior Asset Manager Job Description: The Senior Asset Manager is responsible for overseeing and optimizing a diverse portfolio of real estate assets, with a focus on maximizing value, managing...
My client is a leading Global Asset Manager in town. This is an A+ plus organization with a highly collaborative leadership team, a lucrative pay structure and bonus plan, and a generous time off...
Blackfin Real Estate Investors is seeking an Asset Manager to oversee its multifamily portfolio reporting to the Director of Asset Management. The Asset Manager will develop and implement...
Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term...
management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/...
Position Overview: Built upon our storied legacy, we win on and off the field by intentionally uniting our players, alumni, teammates, and guests. We strive to create meaningful relationships and...
Homeowner Assistance Fund Asset Manager (Community and Economic Development III) - Term Limited
- Denver, CO
- 9 hours ago
- Denver, CO
- 9 hours ago
This is a term-limited position with an anticipated end date of September 30, 2026. The position may be extended depending upon funding availability and will be eligible for full benefits. Who can...
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
- Property Inspections
- Commercial Real Estate
- Argus
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Private Banking
- Credit Analysis
- Cash Flow Analysis
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Financial Planning
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Relationship Management
- Strategy Development
- Accounting
- Business Development
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Interpersonal Skills
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Manager of Savings and Investments Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »