Manager of Savings and Investments Jobs in Massachusetts
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 - Senior Manager - Consulting - Location OPEN
- Salem, MA
- 13 days ago
- Salem, MA
- 13 days ago
Job Listing ID: 4300026 Job Title: SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN Application Deadline: Open Until FilledJob Location: Salem Date...
Asset Manager Job Description: Date Posted: 2025-06-10 Country: Australia Location: AUSWA117: NCC-H WA, 103 Quill Way, Henderson, WA, 6166, Australia Position Role Type: Unspecified Opportunity...
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...
Lead Editor and Media Asset Manager Toggle search Toggle navigation Espanol Francais Employer Login Browse Jobs Post a Job Log In or Join Search 8,371 current hospitality jobs what where Lead...
Strategic Risk Solutions Investment Consultant, Insurance Industry Job Posted 6 Days Ago Reposted 6 Days Ago Be an Early Applicant Concord, MA Mid level The Investment Consultant will advise...
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...
Date Posted: 2025-06-05 Country: United States of America Location: TX190: 2501 West University, McKinney 2501 West University, McKinney, TX, 75070 USA Position Role Type: Hybrid U.S. Citizen,...
This task includes underwriting the transaction, getting the transaction approved, securing partner/lender/etc. consent, closing the transaction, communicating changes with the appropriate parties,...
Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors....
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...
Thorough understanding of commercial real estate lending terms and conditions....
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 WorkMorgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under...
Develop and maintain strong relationships with clients, general partners, lenders, government agencies, investors and property managers....
Overview The Senior Living Asset Manager at The RMR Group will be a key member of the dynamic and fast-paced Senior Living Asset Management team, responsible for managing and optimizing a...
Demographic Data for Massachusetts
Moving to Massachusetts? Find some basic demographic data about Massachusetts below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Massachusetts
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Massachusetts 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
- Consulting
- Asset Management
- Presentation
- Flexibility
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- Mortgage Processing
- OFAC
- Financial Services
- Loan Servicing
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Financial Planning and Analysis
- Financial Planning
- Financial Modeling
- Portfolio Management
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Strategy Development
- Finance
- Accounting
- Business Development
- Written Communication
- Negotiation
- Verbal Communication
- Interpersonal Skills
- Mentoring
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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