Manager of Savings and Investments Jobs in Sunnyvale, CA
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.
Sr. Infrastructure Asset Manager
- San Jose, CA (7 miles from Sunnyvale, CA)
- 6 days ago
- San Jose, CA (7 miles from Sunnyvale, CA)
- 6 days ago
Sr. Infrastructure Asset Manager Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need...
Investment Consultant - Burlingame, CA
- Burlingame, CA (22 miles from Sunnyvale, CA)
- 6 days ago
- Burlingame, CA (22 miles from Sunnyvale, CA)
- 6 days ago
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/...
Investment Banking Associate (TMT)
- Fremont, CA (12 miles from Sunnyvale, CA)
- 13 days ago
- Fremont, CA (12 miles from Sunnyvale, CA)
- 13 days ago
Ideal Profile: 2-3 years of experience in M&A execution at a leading investment banking group....
- Hayward, CA (19 miles from Sunnyvale, CA)
- 13 days ago
- Hayward, CA (19 miles from Sunnyvale, CA)
- 13 days ago
Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management....
- Redwood City, CA (13 miles from Sunnyvale, CA)
- 13 days ago
- Redwood City, CA (13 miles from Sunnyvale, CA)
- 13 days ago
Mold Utility - C Shift at Becton Dickinson NA Mold Utility - C Shift at Becton Dickinson NA in Columbus, Nebraska Posted in Other 17 days ago. Job Description: Job Description Summary Job...
- San Leandro, CA (23 miles from Sunnyvale, CA)
- 16 days ago
- San Leandro, CA (23 miles from Sunnyvale, CA)
- 16 days ago
Relationship Management (~10%) External Partner Engagement : Build relationships with local partners including City and County staff, lenders, investors, and the general public in a professional manner...
Investment Consultant - Campbell, CA
- Campbell, CA (8 miles from Sunnyvale, CA)
- 24 days ago
- Campbell, CA (8 miles from Sunnyvale, CA)
- 24 days ago
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/...
- Foster City, CA (17 miles from Sunnyvale, CA)
- 30+ days ago
- Foster City, CA (17 miles from Sunnyvale, CA)
- 30+ days ago
all responses to questions from investors/lenders on assigned portfolio Negotiates with partners and/or lenders as needed to amend agreements to ensure the long-term financial health of the properties...
Asset Manager, Military Housing
- Fremont, CA (12 miles from Sunnyvale, CA)
- 60+ days ago
- Fremont, CA (12 miles from Sunnyvale, CA)
- 60+ days ago
The Military Housing Asset Manager is responsible for the oversight of commercial and operational deliverables to Tesla's Military Housing portfolios of photovoltaic systems. This includes the...
- Fremont, CA (12 miles from Sunnyvale, CA)
- 90+ days ago
- Fremont, CA (12 miles from Sunnyvale, CA)
- 90+ days ago
The Utility Energy Asset Manager plays a pivotal role in the success and optimization of Tesla's expanding portfolio of utility-scale battery storage projects. This position serves as the main...
Energy Asset Manager, Commercial
- Fremont, CA (12 miles from Sunnyvale, CA)
- 90+ days ago
- Fremont, CA (12 miles from Sunnyvale, CA)
- 90+ days ago
The Commercial Energy Asset Manager is responsible for the oversight of commercial and operational deliverables for deployed solar + battery storage energy projects portfolios. This position...
Wealth Management Advisor - Palo Alto, CA
- Palo Alto, CA (8 miles from Sunnyvale, CA)
- 90+ days ago
- Palo Alto, CA (8 miles from Sunnyvale, CA)
- 90+ days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing...
Demographic Data for Sunnyvale, CA
Moving to Sunnyvale, CA? Find some basic demographic data about Sunnyvale, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Sunnyvale, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Sunnyvale, CA 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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