Manager of Savings and Investments Jobs in Kansas
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.
Together, we own our company, our future, and our shared success. As an employee-owned company, our people are Black & Veatch. We put them at the center of everything we do and empower them to...
Duties & Responsibilities Manages client portfolios and administers client accounts within prescribed investment and fiduciary guidelines, governing documents, and Busey Wealth Management policies and...
Purpose and Job Summary: The primary focus of the Asset Manager position is to provide outstanding service to internal and external clients, and to aid in the administration of our complex...
analysis, organizational documents, and legal memos....
Entry Level - Wealth Manager - KS, Overland Park (4014)
- Overland Park, KS
- 4 days ago
- Overland Park, KS
- 4 days ago
management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus....
Location: 11501 Outlook Street - Overland Park, Kansas 66211 ABOUT THE JOB (JOB BRIEF) Responsible for the management and disposition of an assigned portfolio, which may contain performing or...
Senior Asset Manager - Asset Management - Midland
- Overland Park, KS
- 15 days ago
- Overland Park, KS
- 15 days ago
Midland's Asset Management group works with a diverse group of clients, which includes some of the largest lenders and investors in the commercial real estate market and the largest subordinate bond...
Department Overview Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans....
Remote WorkAsset Manager Consultant - Business Credit - Midland
- Overland Park, KS
- 30+ days ago
- Overland Park, KS
- 30+ 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...
attention to detail will be applied independently at all times to ensure exceptional customer service is provided to both internal and external clients (including Borrowers, Production Officers and Lender...
Location:** 88 East Broad Street - Columbus, Ohio 43215 **JOB TITLE:** Community Development Senior Asset Manager - Direct Tax Credit Equity Investments **ABOUT THE BUSINESS:** Key Community...
Asset Manager - Various Departments/Levels - Midland Loan Servicing
- Overland Park, KS
- 45+ days ago
- Overland Park, KS
- 45+ 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...
Demographic Data for Kansas
Moving to Kansas? Find some basic demographic data about Kansas below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Kansas
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Kansas 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
- 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
- Relationship Management
- Finance
- 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
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