Manager of Savings and Investments Jobs in Schaumburg, IL
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 Banking Associate - Services & Industrials
- Chicago, IL (23 miles from Schaumburg, IL)
- 5 hours ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 5 hours ago
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital....
Investment Consultant - Winnetka, IL
- Winnetka, IL (17 miles from Schaumburg, IL)
- 5 hours ago
- Winnetka, IL (17 miles from Schaumburg, IL)
- 5 hours 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...
Investment Consultant- RIA Mid Market
- Chicago, IL (23 miles from Schaumburg, IL)
- 1 day ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 1 day ago
About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in...
Investment Consultant - Deer Park, IL
- Deer Park, IL (9 miles from Schaumburg, IL)
- 2 days ago
- Deer Park, IL (9 miles from Schaumburg, IL)
- 2 days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Asset Manager, Renewables Asset Management
- Chicago, IL (23 miles from Schaumburg, IL)
- 2 days ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 2 days ago
budgets for the projects and perform periodic variance analyses Provide input and review of the pro-forma financial models for generation assets Author reports on project performance for investors and lenders...
- Chicago, IL (23 miles from Schaumburg, IL)
- 5 days ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 5 days ago
at DEUTSCHE BANK SECURITIES INC. dba Deutsche Bank in Chicago, Illinois, United States Job Description Job Description: Employer: DWS Group Title: Asset Manager Real Estate - Commercial Location:...
- Chicago, IL (23 miles from Schaumburg, IL)
- 6 days ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 6 days ago
Candidate Candidate Employer Sr. Hardware Asset Manager to establish and mature Hardware Asset Management (HAM) framework, governance, and operational processes, integrating with existing...
Remote WorkSenior Investment Portfolio Manager
- Chicago, IL (23 miles from Schaumburg, IL)
- 8 days ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 8 days ago
Application Deadline: 09/18/2025 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client...
- Chicago, IL (23 miles from Schaumburg, IL)
- 10 days ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 10 days ago
at HH Associates US Inc. in Chicago, Illinois, United States Job Description Purpose of the Job As the Digital Asset Manager Associate, you will collaborate with cross functional teams to organize...
2026 Corporate & Investment Banking Associate Program - Early Careers
- Chicago, IL (23 miles from Schaumburg, IL)
- 10 days ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 10 days ago
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading...
- Naperville, IL (18 miles from Schaumburg, IL)
- 13 days ago
- Naperville, IL (18 miles from Schaumburg, IL)
- 13 days ago
Asset Manager Hybrid (Naperville/Chicago) The Asset Manager will be an integral member of the Asset Management team which is responsible for maximizing value through establishing and directing...
- Chicago, IL (23 miles from Schaumburg, IL)
- 19 days ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 19 days ago
Stakeholder Management Build and maintain strong working relationships with investors, joint venture partners, lenders, and operating partners....
- Chicago, IL (23 miles from Schaumburg, IL)
- 19 days ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 19 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
- Chicago, IL (23 miles from Schaumburg, IL)
- 20 days ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 20 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
- Chicago, IL (23 miles from Schaumburg, IL)
- 20 days ago
- Chicago, IL (23 miles from Schaumburg, IL)
- 20 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
Demographic Data for Schaumburg, IL
Moving to Schaumburg, IL? Find some basic demographic data about Schaumburg, IL below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Schaumburg, IL
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Schaumburg, IL 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
- Estate Planning
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- Freddie Mac
- Fannie Mae
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Written Communication
- Documentation
- Accounting
- Mentoring
- Collaboration
- Reporting
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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