Manager of Savings and Investments Jobs in Kansas City, MO
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.
Investment Consultant- Leawood, KS
- Overland Park, KS (21 miles from Kansas City, MO)
- 14 days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 14 days ago
Position Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo"...
- Overland Park, KS (21 miles from Kansas City, MO)
- 19 days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 19 days ago
Asset Manager Consultant - Business Credit - Midland PNC Financial Services Group 3.6 ( ) Overland Park, KS Why you should apply for a job to PNC Financial Services Group : Ranked as one of the...
Investment Consultant- Leawood, KS Investment Consultant- Leawood, KS
- Leawood, KS (10 miles from Kansas City, MO)
- 19 days ago
- Leawood, KS (10 miles from Kansas City, MO)
- 19 days ago
Investment Consultant- Leawood, KS Charles Schwab 4 ( ) Leawood, KS Why you should apply for a job to Charles Schwab : Ranked as one of the 4/5 in overall job satisfaction 67% say women are...
Asset Manager Consultant - Asset Management - Midland
- Kansas City, MO
- 45+ days ago
- Kansas City, MO
- 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...
Asset Manager Consultant - Asset Management - Midland
- Overland Park, KS (21 miles from Kansas City, MO)
- 45+ days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 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...
- Kansas City, MO (1 mile from Kansas City, MO)
- 60+ days ago
- Kansas City, MO (1 mile from Kansas City, MO)
- 60+ days ago
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust...
Asset Manager Consultant - Business Credit - Midland
- Overland Park, KS (21 miles from Kansas City, MO)
- 90+ days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 90+ 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...
Asset Manager - Various Departments/Levels - Midland Loan Servicing
- Overland Park, KS (21 miles from Kansas City, MO)
- 90+ days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 90+ 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 City, MO
Moving to Kansas City, MO? Find some basic demographic data about Kansas City, MO below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Kansas City, MO
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Kansas City, MO 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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