Manager of Savings and Investments Jobs in Lutherville, 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.
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Associate Regional Investment Consultant- New England
- Baltimore, MD (9 miles from Lutherville, MD)
- 13 days ago
- Baltimore, MD (9 miles from Lutherville, MD)
- 13 days ago
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
RCC Multifamily Asset Manager I (Fannie Mae)
- Baltimore, MD (9 miles from Lutherville, MD)
- 21 days ago
- Baltimore, MD (9 miles from Lutherville, MD)
- 21 days ago
Approved Fannie Mae DUS and Freddie Mac Optigo lender since 1989 One of the nations leading firms providing FHA-insured multifamily mortgages and an approved MAP lender with 30+ years of experience...
RCC Senior Asset Manager (Bridge/Balance Sheet)
- Baltimore, MD (9 miles from Lutherville, MD)
- 28 days ago
- Baltimore, MD (9 miles from Lutherville, MD)
- 28 days ago
Overview: The primary function of this position is the servicing and asset management of multifamily loans originated by M&T Realty Capital Corporation for Fannie Mae, Freddie Mac, FHA/GNMA, Life Companies...
Wealth Management Advisor-Baltimore, MD, Annapolis, MD
- Baltimore, MD (9 miles from Lutherville, MD)
- 30+ days ago
- Baltimore, MD (9 miles from Lutherville, MD)
- 30+ 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...
Investment Banking Associate - Industrial & Rental Services (Baltimore, MD)
- Baltimore, MD (9 miles from Lutherville, MD)
- 30+ days ago
- Baltimore, MD (9 miles from Lutherville, MD)
- 30+ days ago
Job Description Our Investment Banking department is actively looking for an Associate to join the Industrial & Rental Services Group in our Baltimore office....
- Columbia, MD (20 miles from Lutherville, MD)
- 30+ days ago
- Columbia, MD (20 miles from Lutherville, MD)
- 30+ days ago
(Required) 3 or more years exposure to distressed credits, credit workout or transitional lending....
Senior Strategic Asset Manager
- Columbia, MD (20 miles from Lutherville, MD)
- 30+ days ago
- Columbia, MD (20 miles from Lutherville, MD)
- 30+ days ago
(Required) 3 or more years exposure to distressed credits, credit workout or transitional lending....
Associate Regional Investment Consultant Central Plains
- Baltimore, MD (9 miles from Lutherville, MD)
- 45+ days ago
- Baltimore, MD (9 miles from Lutherville, MD)
- 45+ days ago
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
Associate Regional Investment Consultant - MN, ND, and SD
- Baltimore, MD (9 miles from Lutherville, MD)
- 60+ days ago
- Baltimore, MD (9 miles from Lutherville, MD)
- 60+ days ago
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
Regional Investment Consultant - LA North
- Baltimore, MD (9 miles from Lutherville, MD)
- 60+ days ago
- Baltimore, MD (9 miles from Lutherville, MD)
- 60+ days ago
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
Investment Consultant II - Merrill Premium
- Hunt Valley, MD (4 miles from Lutherville, MD)
- 90+ days ago
- Hunt Valley, MD (4 miles from Lutherville, MD)
- 90+ days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Remote WorkDemographic Data for Lutherville, MD
Moving to Lutherville, MD? Find some basic demographic data about Lutherville, MD below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Lutherville, MD
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Lutherville, 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
- 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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