Manager of Savings and Investments Jobs in Norcross, GA
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.
Asset Manager Consultant - Midland Loan Services - Asset Management - Midland
- Atlanta, GA (16 miles from Norcross, GA)
- 12 hours ago
- Atlanta, GA (16 miles from Norcross, GA)
- 12 hours ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Asset Manager Consultant - Business Credit - Midland
- Atlanta, GA (16 miles from Norcross, GA)
- 3 days ago
- Atlanta, GA (16 miles from Norcross, GA)
- 3 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Atlanta, GA (16 miles from Norcross, GA)
- 7 days ago
- Atlanta, GA (16 miles from Norcross, GA)
- 7 days ago
IT Asset Manager (Atlanta or Irvine, Full-time Hybrid) Fisher Phillips, a premier international labor and employment law firm, is seeking a skilled and experienced IT Applications Manager to join...
- Dunwoody, GA (7 miles from Norcross, GA)
- 9 days ago
- Dunwoody, GA (7 miles from Norcross, GA)
- 9 days ago
Aon is looking for a Senior Investment Consultant in Atlanta, GA or Chicago, IL Responsibilities: Leads all aspects of client deliverables and is responsible for interfacing with other teams...
/19311/4d430d1d-2fe6-4469-acc0-90185bd979d1.png&z=8&s=BNK&ih_t=5%2F6%2F2025+7%3A31%3A43+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-dtc_edu&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Regional Asset Manager- Office 2
- Alpharetta, GA (14 miles from Norcross, GA)
- 17 days ago
- Alpharetta, GA (14 miles from Norcross, GA)
- 17 days ago
Regional Asset Manager Here at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering customers by combining the real and digital worlds....
Advisory Services: Multifamily Asset Manager - Atlanta, GA
- Atlanta, GA (16 miles from Norcross, GA)
- 30+ days ago
- Atlanta, GA (16 miles from Norcross, GA)
- 30+ days ago
Riley Advisory Services provides a variety of specialty financial services and solutions for lenders, law firms, private equity sponsors and various companies....
- Atlanta, GA (16 miles from Norcross, GA)
- 30+ days ago
- Atlanta, GA (16 miles from Norcross, GA)
- 30+ days ago
Twenty years of experience in commercial banking, loan workout, and/or relationship management....
Investment Banking Associate - Specialty Distribution & Services
- Atlanta, GA (16 miles from Norcross, GA)
- 30+ days ago
- Atlanta, GA (16 miles from Norcross, GA)
- 30+ days ago
This enables us to offer a full range of investment banking capabilities....
- Atlanta, GA (16 miles from Norcross, GA)
- 30+ days ago
- Atlanta, GA (16 miles from Norcross, GA)
- 30+ days ago
Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment advisor representatives with everything they need to design holistic retirement plans that impact...
- Alpharetta, GA (14 miles from Norcross, GA)
- 30+ days ago
- Alpharetta, GA (14 miles from Norcross, GA)
- 30+ days ago
A minimum of 7 years commercial banking, loan workout or equivalent experience....
- Atlanta, GA (16 miles from Norcross, GA)
- 45+ days ago
- Atlanta, GA (16 miles from Norcross, GA)
- 45+ days ago
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Manage a portfolio of Asset Based Lending...
- Atlanta, GA (16 miles from Norcross, GA)
- 30+ days ago
- Atlanta, GA (16 miles from Norcross, GA)
- 30+ days ago
Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services....
- Atlanta, GA (16 miles from Norcross, GA)
- 60+ days ago
- Atlanta, GA (16 miles from Norcross, GA)
- 60+ days ago
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Manage a portfolio of Asset Based Lending...
Investment Banking - Mid Cap Investment Banking - Associate
- Atlanta, GA (16 miles from Norcross, GA)
- 90+ days ago
- Atlanta, GA (16 miles from Norcross, GA)
- 90+ days ago
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Atlanta....
Investment Consultant (Advisors - Welz - Atlanta, DC MidAtlantic, WA, TN)
- Atlanta, GA (16 miles from Norcross, GA)
- 90+ days ago
- Atlanta, GA (16 miles from Norcross, GA)
- 90+ days ago
General Description: This position is responsible for compiling statistical financial, economic and plan specific data for client investment reports. The ideal candidate should be able to analyze...
Demographic Data for Norcross, GA
Moving to Norcross, GA? Find some basic demographic data about Norcross, GA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Norcross, GA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Norcross, GA 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
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Fannie Mae
- Commercial Banking
- Freddie Mac
- Private Banking
- Mortgage Processing
- Cash Flow Analysis
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- 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 »