Manager of Savings and Investments Jobs in Maryland
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.
Job Ref: 10023687 Location: Adelphi, MD Category: IT and Project Management Type: Full time Senior Manager, IT Asset Manager IT Service CenterUS Exempt RegularFull timeStateside Exempt...
Help Us Build the Future of Content at SAGE At SAGE, food is our passion - but so is telling our story. From photos and videos to marketing campaigns and branded materials, our content helps bring...
Associate Regional Investment Consultant- New England
- Baltimore, MD
- 13 days ago
- Baltimore, 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...
Investment Consultant, Portfolio Manager Specialist
- Frederick, MD
- 17 days ago
- Frederick, MD
- 17 days ago
POSITION SUMMARY: The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and...
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...
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...
Interact with a variety of third parties including equity partners, lenders and investors in order to pursue opportunities aggressively and creatively while representing Bozzuto in an ethical and high...
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...
Desktop Deployment Technician and Asset Manager (part-time, temporary, contingent)
- Saint Marys City, MD
- 30+ days ago
- Saint Marys City, MD
- 30+ days ago
Office of Human Resources / Jobs / Desktop Deployment Technician and Asset Manager (part-time, temporary, contingent) Desktop Deployment Technician and Asset Manager (part-time, temporary,...
Wealth Management Advisor-Baltimore, MD, Annapolis, MD
- Baltimore, MD
- 30+ days ago
- Baltimore, 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
- 30+ days ago
- Baltimore, 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....
(Required) 3 or more years exposure to distressed credits, credit workout or transitional lending....
(Required) 3 or more years exposure to distressed credits, credit workout or transitional lending....
Associate Regional Investment Consultant Central Plains
- Baltimore, MD
- 45+ days ago
- Baltimore, 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
- 60+ days ago
- Baltimore, 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...
Demographic Data for Maryland
Moving to Maryland? Find some basic demographic data about Maryland below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Maryland
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Maryland 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
- Retirement Planning
- 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
- 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
- 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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