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.
Tax Credit Asset Manager Lead Commercial real Estate Portfolio Manager
- Denver, CO
- 2 days ago
- Denver, CO
- 2 days ago
About this role: Wells Fargo is seeking a Tax Credit Asset Manager- Lead Commercial Real Estate Portfolio Manager. In this role, you will: Lead complex initiatives including those that are...
Negotiate problem resolution/workout strategies with general partners, lenders and public-sector entities, as necessary....
Asset Manager JobID: 19105 Position Type: Professional/Technical Date Posted: 6/27/2025 Location: Education Service Center Date Available: when filled Closing Date: when filled...
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...
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...
Your work days are brighter here. At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the...
Job Title : TMT Investment Banking Associate/Sr....
Software Asset Manager Schriever Space Force Base Colorado Springs, CO HX5 is an award-winning provider of engineering, research and development, and technical services to clients such as NASA and...
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...
Prologis, Inc. is the global leader in logistics real estate. In partnership with our customers and our communities, we develop modern, high-quality properties that set the standard for innovative...
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....
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...
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...
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
- Consulting
- Asset Management
- Presentation
- Flexibility
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Budgets
- Asset Allocation
- Shared Services
- Certified Financial Planner
- Series 65 Licensed
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Loan Servicing
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Requirements Gathering
- Financial Planning
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Strategy Development
- Finance
- Accounting
- Analytical Skills
- Business Development
- Written Communication
- Negotiation
- Verbal Communication
- Interpersonal Skills
- Mentoring
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Project Management
- Microsoft Excel
- Research Skills
- 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 »