Manager of Savings and Investments Jobs in Lone Tree, CO
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.
Information Technology Asset Manager
- Littleton, CO (7 miles from Lone Tree, CO)
- 2 days ago
- Littleton, CO (7 miles from Lone Tree, CO)
- 2 days ago
IT Asset Management ITAM Engineer JOB SUMMARY Responsible for the successful design, implementation, and maintenance of the ServiceNow ITOM/ITAM processes and applications in alignment with the...
Software Asset Manager ( SAM Pro)
- Denver, CO (13 miles from Lone Tree, CO)
- 6 days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 6 days ago
STRATEGIC STAFFING SOLUTIONS (S3) HAS AN OPENING! Strategic Staffing Solutions is hiring a Software Asset Manager for one of its clients in Minneapolis, MN. Software Asset Manager (Sam Pro) Role...
Investment Banking Associate - Denver, CO
- Denver, CO (13 miles from Lone Tree, CO)
- 9 days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 9 days ago
Job: Investment Banking Associate - Denver, CO Compensation: $140,000 + Bonus Company Overview: We our currently partnered with a leading management Consulting and Investment Banking firm with several...
Schwab's Wealth and Advice Solutions (WAS) organization is building and delivering an industry-leading wealth management experience....
Environmental Finance Asset Manager
- Denver, CO (13 miles from Lone Tree, CO)
- 13 days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 13 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
- Centennial, CO (11 miles from Lone Tree, CO)
- 29 days ago
- Centennial, CO (11 miles from Lone Tree, CO)
- 29 days ago
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you offering professional development opportunities to help you grow in your career, no matter if you've...
Commercial Real Estate Asset Manager
- Denver, CO (13 miles from Lone Tree, CO)
- 30+ days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 30+ days ago
originations and closings are appropriately followed Support the RGPM, HAM, GPMs & HPA by supplying any required data for Credit Review or FRB/FDIC/OSFI during exams (i.e., review of specific credits...
- Denver, CO (13 miles from Lone Tree, CO)
- 90+ days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 90+ days ago
Investment Banking Associate (CO) FMI Corporation is seeking a talented professional to join FMI Capital Advisors, the firms investment banking group and registered broker/dealer....
Wealth Management Advisor-Westminster
- Westminster, CO (22 miles from Lone Tree, CO)
- 90+ days ago
- Westminster, CO (22 miles from Lone Tree, CO)
- 90+ days ago
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
Demographic Data for Lone Tree, CO
Moving to Lone Tree, CO? Find some basic demographic data about Lone Tree, CO below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Lone Tree, CO
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Lone Tree, CO 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
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Private Equity
- Fixed Income
- Asset Allocation
- Certified Financial Planner
- Series 65 Licensed
- Nationwide Mortgage Licensing System & Registry
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Financial Statements
- Investment Banking
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Strategy Development
- Finance
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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