Manager of Savings and Investments Jobs in Colorado
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.
MBA or relevant graduate degree preferred. 3-4 years of experience in investment banking, private equity, corporate finance, or a related field....
Job Description Are you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge...
CFP preferred. 5+ years of client-facing experience with an RIA or similar wealth management firm. 2+ years as an Investment Advisor Representative (IAR)....
Senior Manager, Third-Party Asset Manager Centralized Relationship Management
- Lone Tree, CO
- 8 days ago
- Lone Tree, CO
- 8 days ago
Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management investment products and solutions to both retail and registered investment advisor (RIA) clients....
Senior Manager, Third-Party Asset Manager ETF Relationship Management
- Littleton, CO
- 9 days ago
- Littleton, CO
- 9 days ago
Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management investment products and solutions to both retail and registered investment advisor (RIA) clients....
Ensure timely submission to investors, lenders, regulatory agencies and others as required of the of financial reports and analysis for the properties in the portfolio....
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days...
and prioritization skills Displayed sense of ownership in relation to attitude and actions, assignments and event outcomes Line of business experience is desired Experience with multiple types of lending...
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 OSAAVA Services View Employer's ProfileFOLLOW EMPLOYER Yesterday Secret Mid Level Career (5+ yrs experience) IT - Software Co Spgs, CO (ON-SITE/OFFICE) Clearance: Secret...
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...
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...
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...
Title: Logistics Asset Manager I Location: Colorado Springs, CO Clearance: TS/SCI with the ability to obtain and maintain a CI polygraph Job Details: Reporting to the Logistics Manager, handle the...
Title: Logistics Asset Manager IV Location: Colorado Springs, CO; Alexandria, VA; Landover, MD Clearance: TS/SCI with the ability to obtain and maintain a CI polygraph Job Details: Reporting to...
Demographic Data for Colorado
Moving to Colorado? Find some basic demographic data about Colorado below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Colorado
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Colorado 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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