Manager of Savings and Investments Jobs in Columbia, MD
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.
SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Arlington, VA (24 miles from Columbia, MD)
- 22 hours ago
- Arlington, VA (24 miles from Columbia, MD)
- 22 hours ago
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...
- Rockville, MD (16 miles from Columbia, MD)
- 2 days ago
- Rockville, MD (16 miles from Columbia, MD)
- 2 days ago
Overview Please note that this position is contingent upon the successful award of a contract currently under bid. Goldbelt Apex, a part of the Healthcare Technology Transformation Group, is a...
- Towson, MD (19 miles from Columbia, MD)
- 4 days ago
- Towson, MD (19 miles from Columbia, MD)
- 4 days ago
Fixed Asset Manager (2500002N) Job Description Fixed Asset Manager - (2500002N) Job Summary Towson University (TU) is one of the nation's top 100 public universities. Located north of Baltimore,...
Wealth Management Advisor-Baltimore, MD, Annapolis, MD
- Baltimore, MD (15 miles from Columbia, MD)
- 5 days ago
- Baltimore, MD (15 miles from Columbia, MD)
- 5 days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing...
- Baltimore, MD (15 miles from Columbia, MD)
- 6 days ago
- Baltimore, MD (15 miles from Columbia, MD)
- 6 days ago
Asset Manager Job Description We are seeking a dedicated Asset Manager to oversee and manage tenant relationships, coordinate maintenance and repairs, and communicate effectively with clients, lenders...
Real Estate Asset Manager (Fiduciary Specialty Asset Manager)
- McLean, VA (23 miles from Columbia, MD)
- 7 days ago
- McLean, VA (23 miles from Columbia, MD)
- 7 days ago
WIM provides a full range of personalized wealth management, investment, planning, and retirement products and services to meet clients' unique needs and to help them achieve financial goals....
- Washington, DC (22 miles from Columbia, MD)
- 11 days ago
- Washington, DC (22 miles from Columbia, MD)
- 11 days ago
Manage and report on status of property insurance claim process with lenders while coordinating with other internal team members....
Solar Operations & Asset Manager
- Baltimore, MD (15 miles from Columbia, MD)
- 11 days ago
- Baltimore, MD (15 miles from Columbia, MD)
- 11 days ago
Solar Operations & Asset Manager Luminace Location Baltimore Posted date 4 days ago Minimum level N/A Employment type Full-time Job category Other Luminace is a leading fully integrated...
- Rockville, MD (16 miles from Columbia, MD)
- 12 days ago
- Rockville, MD (16 miles from Columbia, MD)
- 12 days ago
IT Asset Manager Category Information Technology Job Location Rockville Tracking Code 5109-585 Position Type Full-Time/Regular CALIBRE Systems, Inc., an employee-owned management consulting and...
Senior Asset Manager (Energy Industry)
- Arlington, VA (24 miles from Columbia, MD)
- 14 days ago
- Arlington, VA (24 miles from Columbia, MD)
- 14 days ago
Company: We are currently retained by a highly successful, acquisition-oriented renewable energy company in their search for a bright, high-potential Senior Asset Manager. This organization is...
Senior Asset Manager - Asset Management - Midland
- McLean, VA (23 miles from Columbia, MD)
- 16 days ago
- McLean, VA (23 miles from Columbia, MD)
- 16 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...
- Washington, DC (22 miles from Columbia, MD)
- 17 days ago
- Washington, DC (22 miles from Columbia, MD)
- 17 days ago
The Portfolio and Asset Management Department is responsible for managing the Agencys Multifamily portfolio of over one hundred and forty (140+) projects for compliance with terms of the loan...
Associate Regional Investment Consultant - TN & Gulf Coast
- Baltimore, MD (15 miles from Columbia, MD)
- 17 days ago
- Baltimore, MD (15 miles from Columbia, MD)
- 17 days ago
['T. Rowe Price', '3.8', 'Associate Regional Investment Consultant - TN & Gulf Coast', 'Apply on employer site', '', 'Baltimore, MD', '', '$141K - $255K', '\xa0', '(Employer est.)'][]
- Bethesda, MD (19 miles from Columbia, MD)
- 18 days ago
- Bethesda, MD (19 miles from Columbia, MD)
- 18 days ago
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 WorkInvestment Consultant- Potomac, MD
- Potomac, MD (23 miles from Columbia, MD)
- 18 days ago
- Potomac, MD (23 miles from Columbia, MD)
- 18 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...
Demographic Data for Columbia, MD
Moving to Columbia, MD? Find some basic demographic data about Columbia, MD below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Columbia, MD
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Columbia, MD 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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