Manager of Savings and Investments Jobs in Lake Mary, FL
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.
Investment Consultant, Portfolio Manager Specialist
- Winter Park, FL (11 miles from Lake Mary, FL)
- 3 days ago
- Winter Park, FL (11 miles from Lake Mary, FL)
- 3 days ago
POSITION SUMMARY: The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and...
- Orlando, FL (15 miles from Lake Mary, FL)
- 3 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 3 days ago
Role Description This is a role for a Wealth Management Advisor located in Orlando, FL....
Investment Consultant- International Client Development Team
- Orlando, FL (15 miles from Lake Mary, FL)
- 10 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 10 days ago
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...
- Orlando, FL (15 miles from Lake Mary, FL)
- 22 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 22 days ago
Id : 13375, Title : Operational Asset Manager, Category : Flight Operations, RequisitionType : Professional, JobGrade : null, RequisitionId : ...381, ExternalPostedStartDate : 2025-05-13T16:42:10...
- Orlando, FL (15 miles from Lake Mary, FL)
- 23 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 23 days ago
Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services....
- Orlando, FL (15 miles from Lake Mary, FL)
- 25 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 25 days ago
We are seeking an Equipment Execution Manager to oversee the full lifecycle management of critical operational assets, ensuring efficient acquisition, deployment, maintenance, and risk management....
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan...
Demographic Data for Lake Mary, FL
Moving to Lake Mary, FL? Find some basic demographic data about Lake Mary, FL below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Lake Mary, FL
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Lake Mary, FL 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
- Budgets
- 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
- Finance
- Relationship Management
- 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
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 »