Manager of Savings and Investments Jobs in Indiana

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.

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Investment Consultant - Carmel, IN

  • Carmel, IN
  • 5 days ago
  • Carmel, IN
  • 5 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...

Wealth Manager

  • Auburn, IN
  • 5 days ago
  • Auburn, IN
  • 5 days ago

Job Title: Wealth Manager Purpose: The Wealth Manager is the primary source of relationship development, consultation, and advice to assigned existing clients of the firm. Expertise is expected on...

Wealth Manager

  • Lafayette, IN
  • 6 days ago
  • Lafayette, IN
  • 6 days ago

Assist clients in identifying and planning financial goals and manages relationships in close partnership with Private Wealth Advisors' lines of business, including Private Banking, Investment Management...

Investment Portfolio Manager - CFA, CIMA, CFP

  • Indianapolis, IN
  • 7 days ago
  • Indianapolis, IN
  • 7 days ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can...

Director of Wealth Management

  • Fort Wayne, IN
  • 15 days ago
  • Fort Wayne, IN
  • 15 days ago

Director of Wealth Management Angott Search Group - Fort Wayne, IN, United States Tagged: Banking Angott Search Group is pleased to partner with an Indiana community bank in their search for a...

Wealth Management Advisor

  • Indianapolis, IN
  • 25 days ago
  • Indianapolis, IN
  • 25 days ago

Provide expert financial advice in the areas of trust, investments, tax planning and private banking....

Investment Strategy Manager

  • Tipton, IN
  • 30+ days ago
  • Tipton, IN
  • 30+ days ago

Investment Strategy Manager We have a tremendous opportunity for an Investment Strategy Manager with a $5B - $10B Indiana-based financial institution. This is a key member of the Strategy and...

Capital Asset Manager

  • Noblesville, IN
  • 30+ days ago
  • Noblesville, IN
  • 30+ days ago

Join our team! We are hiring for the role of Capital Asset Manager in the Engineering Department. Essential Job Functions Oversees budgeting, forecasting, and financial planning related to asset...

Asset Manager, Equity

  • Carmel, IN
  • 90+ days ago
  • Carmel, IN
  • 90+ days ago

As a lender, MCC has also originated and closed more than $30 billion+ in financing and now services more than $18 billion+....

Demographic Data for Indiana

Moving to Indiana? Find some basic demographic data about Indiana below.


Local
National
6,785,528
149,918

Manager of Savings and Investments Online Courses and Training Opportunities

iHireBanking curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Savings: Maximize Your Savings
You've opened a savings account, you've adjusted your budget, and you've been saving diligently toward your goals for a period of time. What's the next step in your savings strategy? It's getting...
Savings: Selecting the Right Savings Account
Just like there's more than one type of checking account, there are also different types of savings accounts. In this program, we'll dive into the different kinds of savings accounts, as well as...
Investing for a small investor including retirement savings
This course is for those who are interested in understanding the fundamentals of investing/trading including Stocks, Crypto and Gold. It is important to have basic knowledge of these instruments...

Salary for Manager of Savings and Investments Jobs in Indiana

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Manager of Savings and Investments positions.



Highest Education Level

Manager of Savings and Investmentss in Indiana offer the following education background
Bachelor's Degree
40.5%
Master's Degree
20.7%
High School or GED
19.5%
Associate's Degree
8.6%
Vocational Degree or Certification
6.7%
Doctorate Degree
1.9%
Some College
1.2%
Some High School
1.0%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Manager of Savings and Investmentss in Indiana
8-10 years
28.4%
10+ years
27.4%
4-6 years
24.9%
6-8 years
16.4%
1-2 years
1.5%
2-4 years
1.5%



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