Manager of Savings and Investments Remote & Hybrid Only 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.
We are seeking an Asset Manager to safeguard the financial and physical health of a 1,200-unit portfolio of affordable housing and commercial real estate. Reporting to the Director of Finance and...
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or...
Digital Asset Manager Department: Collections Employment Type: Full Time Location: Stephen A. Schwarzman Building Reporting To: Eric Shows Compensation: $80,000 - $95,000 / year Description...
As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to...
We're looking for a problem solver focused on quality and accuracy with a passion for investment banking....
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
- Chicago, IL
- 6 days ago
- Chicago, IL
- 6 days ago
Candidate Candidate Employer Sr. Hardware Asset Manager to establish and mature Hardware Asset Management (HAM) framework, governance, and operational processes, integrating with existing...
Remote WorkInvestment ConsultantYou 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...
This role is local to Tampa, FL but you will work remotely as there is not currently an office there. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for...
Remote WorkJob Description What is the opportunity? As Director, Internal Audit Wealth Management, you will support the Senior Director, Internal Audit Wealth Management, Insurance and Investor Services in...
at HH Associates US Inc. in Chicago, Illinois, United States Job Description Purpose of the Job As the Digital Asset Manager Associate, you will collaborate with cross functional teams to organize...
Employment Type: Full time Shift: Description: Plans, develops, and implements Asset Management programs to support hardware and software lifecycle Management and IT Software Asset...
Remote WorkJob Listing ID: 4329483 Job Title: Investment Consultant - Portland, OR Application Deadline: Open Until FilledJob Location: Portland Date Posted: 08/14/2025Hours Worked Per Week: Not Provided...
FT Admin - Asset Manager for Inventory/Shipping/Receiving Services
- Lansing, MI
- 11 days ago
- Lansing, MI
- 11 days ago
Title: FT Admin - Asset Manager for Inventory/Shipping/Receiving Services This Posting is Open Until Filled The date after which applications are not guaranteed review is: 9/5/2025 Hours Per Week:...
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
- 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
- Freddie Mac
- Private Banking
- 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
- Reporting
- Collaboration
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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