Manager of Savings and Investments Jobs in Monroe, NC
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 Banking Associate, Debt Capital Markets
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
Primary responsibilities include Associate will work in the aligned industry team as part of our investment banking team on both business development and execution and should expect a wide variety of...
Regional Asset Manager - California
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
POSITION PURPOSE AND SUMMARY The Regional Asset Manager's main responsibility is to maintain the asset/hotel in a first class well received condition from the time you drive up to the building and...
Internal Alternative Investment Consultant
- Charlotte, NC (20 miles from Monroe, NC)
- 6 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 6 days ago
About this role: Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and Investment Management. Learn more about our career...
- Charlotte, NC (20 miles from Monroe, NC)
- 7 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 7 days ago
Asset Controller The Asset Controller job ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under minimal supervision, this job works...
2026 Corporate & Investment Banking Associate Program - Early Careers
- Charlotte, NC (20 miles from Monroe, NC)
- 12 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 12 days ago
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading...
Asset Manager - Large Load Contracts
- Charlotte, NC (20 miles from Monroe, NC)
- 12 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 12 days ago
More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us help us make a difference for millions of people every day. Consider joining the...
Investment Consultant II - Merrill Premium Investment Consultant II - Merrill Premium
- Charlotte, NC (20 miles from Monroe, NC)
- 20 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 20 days ago
Investment Consultant II - Merrill Premium Bank of America 3.2 ( ) Charlotte, NC Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
Investment Banking Associate IT Services
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications...
Investment Banking Associate, Technology
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
Qualifications Three years of relevant experience in Technology investment banking Experience in managing and training junior investment bankers Strong educational background with a Bachelors Excellent...
Energy Manager / Asset Manager - Healthcare Facility
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
About Us At ENFRA, we blend a rich history with a forward-looking vision. With over 100 years of experience, we are a pillar of stability in the energy infrastructure industry and a leader in...
Investment Consultant II - Merrill Premium
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ 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...
Insight Global is seeking two project-based Asset Specialists to join a local government agency in supporting an asset tagging project. In this role, the Asset Specialist will travel between ~20...
Asset Manager Consultant - Asset Management - Midland
- Charlotte, NC (20 miles from Monroe, NC)
- 45+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 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 - Business Credit - Midland
- Charlotte, NC (20 miles from Monroe, NC)
- 90+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 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...
Investment Banking Associate - Industrials & Business Services M&A Advisory
- Charlotte, NC (20 miles from Monroe, NC)
- 90+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 90+ days ago
Skills & Experience: Minimum of two years of sell-side M&A advisory and investment banking experience (with record of completed transactions from pitch to close in the Industrials and Business Services...
Remote WorkDemographic Data for Monroe, NC
Moving to Monroe, NC? Find some basic demographic data about Monroe, NC below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Monroe, NC
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Monroe, NC 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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