Manager of Savings and Investments Jobs in Phoenix, AZ
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.
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...
Wealth Management Advisor - Phoenix
- Goodyear, AZ (19 miles from Phoenix, AZ)
- 1 day ago
- Goodyear, AZ (19 miles from Phoenix, AZ)
- 1 day ago
banking products and services, including credit processes and policies + Strong presentation abilities + Strong relationship management, sales, and new business development skills + Well-developed...
- Phoenix, AZ
- 3 days ago
- Phoenix, AZ
- 3 days ago
OPERATIONAL RISK BUSINESS OVERSIGHT PROGRAM MANAGER WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of...
Investment Consultant II - Merrill Premium
- Chandler, AZ (14 miles from Phoenix, AZ)
- 15 days ago
- Chandler, AZ (14 miles from Phoenix, AZ)
- 15 days ago
Job Description: At 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...
The Investment Consultant is principally responsible for providing wealth management services to existing clients and identifying appropriate referral opportunities to the Financial Advisor team....
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 23 days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 23 days ago
A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know...
J.P. Morgan Wealth Management - Associate, National Branch Field Strategy & Execution
- Tempe, AZ (9 miles from Phoenix, AZ)
- 24 days ago
- Tempe, AZ (9 miles from Phoenix, AZ)
- 24 days ago
J.P. Morgan Wealth Management - Associate, National Branch Field Strategy & Execution Tempe, AZ, United States and 1 more JOB INFORMATION Job Identification 210611825 Job Category Sales Support...
Wealth Management Advisor - Uptown Phoenix
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 90+ days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 90+ days ago
banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical...
banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical...
Retirement Plan & Investment Consultant
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 90+ days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 90+ days ago
The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans. RPCs will also support new business advisers in the sales...
Demographic Data for Phoenix, AZ
Moving to Phoenix, AZ? Find some basic demographic data about Phoenix, AZ below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Phoenix, AZ
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Phoenix, AZ 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
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Leases
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Private Banking
- Credit Analysis
- Wealth Management
- Loan Servicing
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- 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 »