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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Operations Asset Manager

  • Indianapolis, IN
  • 4 days ago
  • Indianapolis, IN
  • 4 days ago

For more than 50 years, Crete Carrier has valued both hard work and work-life balance. As a family owned business, we appreciate our employees and respect their contributions to our ongoing...

Investment Consultant - Carmel, IN

  • Carmel, IN
  • 8 days ago
  • Carmel, IN
  • 8 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...

Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...

Wealth Manager

  • Auburn, IN
  • 23 days ago
  • Auburn, IN
  • 23 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
  • 23 days ago
  • Lafayette, IN
  • 23 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
  • 25 days ago
  • Indianapolis, IN
  • 25 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
  • 30+ days ago
  • Fort Wayne, IN
  • 30+ 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...

Capital Asset Manager

  • Noblesville, IN
  • 45+ days ago
  • Noblesville, IN
  • 45+ 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...

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.
Investment Management Course
Individual Portfolio Management (BPY) is a tailor-made portfolio management service offered to investors in order to manage their savings by expert portfolio managers in accordance with the...
Bitcoin Investing, Get Savings And Discounts - Introduction
You might think that Bitcoin is for nerds, but it is actually an amazing way to get savings in your everyday life.Did you know that you can get savings at your favorite retailers like Amazon or...
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
40.6%
Master's Degree
20.6%
High School or GED
19.4%
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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