Manager of Savings and Investments Jobs in North Carolina

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.

1-15 of 26 Jobs

OPERATIONAL RISK BUSINESS OVERSIGHT PROGRAM MANAGER WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of...

Fleet Asset Manager

  • Advance, NC
  • 7 days ago
  • Advance, NC
  • 7 days ago

Asset Manager - Optimize, Lead, and Drive Success! Locations Available: Arcadia, WI - Ecru, MS - Advance, NC Must be able to travel up to 50% Are you a detail-oriented leader with a passion for...

Investment Consultant- Greensboro ,NC

  • Greensboro, NC
  • 7 days ago
  • Greensboro, NC
  • 7 days ago

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...

Investment Consultant II - Merrill Premium

  • Charlotte, NC
  • 13 days ago
  • Charlotte, NC
  • 13 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...

Investment Banking Associate - Power

  • Charlotte, NC
  • 14 days ago
  • Charlotte, NC
  • 14 days ago

Dedication to building a career in Investment Banking....

Tax Credit Asset Manager

  • Raleigh, NC
  • 19 days ago
  • Raleigh, NC
  • 19 days ago

This job might be for you if you have the following: At least 5 years of direct work experience with renewable energy development or similar industry experience in investment banking, corporate finance...

BlackArch Investment Banking Associate

  • Charlotte, NC
  • 20 days ago
  • Charlotte, NC
  • 20 days ago

Banking Associate will play a crucial role in developing and strengthening BlackArchs client relationships and in driving the transaction process....

, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management....

Investment Banking Associate Construction Materials

  • Raleigh, NC
  • 21 days ago
  • Raleigh, NC
  • 21 days ago

Investment Banking Associate (NC) FMI Corporation is seeking a talented professional to join FMI Capital Advisors, the firms investment banking group and registered broker-dealer....

ARG CIG Asset Manager

  • Raleigh, NC
  • 21 days ago
  • Raleigh, NC
  • 21 days ago

Twenty years of experience in commercial banking, loan workout, and/or relationship management....

ARG CIG Asset Manager

  • Charlotte, NC
  • 23 days ago
  • Charlotte, NC
  • 23 days ago

Twenty years of experience in commercial banking, loan workout, and/or relationship management....

Junior Asset Manager, Industrial - Southeast

  • Charlotte, NC
  • 24 days ago
  • Charlotte, NC
  • 24 days ago

COMPANY OVERVIEW: Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is...

Investment Consultant

  • Charlotte, NC
  • 25 days ago
  • Charlotte, NC
  • 25 days ago

As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer...

Investment Banking Associate

  • NC
  • 27 days ago
  • NC
  • 27 days ago

, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management....

Real Estate Asset Manager

  • Greensboro, NC
  • 29 days ago
  • Greensboro, NC
  • 29 days ago

The Fresh Market & You: Our mission is to make everyday eating extraordinary for our guests. We create a warm, welcoming, memorable experience with exceptional, personal service. Were looking for...

Remote Work

Demographic Data for North Carolina

Moving to North Carolina? Find some basic demographic data about North Carolina below.


Local
National
10,439,413
246,359

Manager of Savings and Investments Online Courses and Training Opportunities

iHireBanking curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Savings: Maximize Your Savings
You've opened a savings account, you've adjusted your budget, and you've been saving diligently toward your goals for a period of time. What's the next step in your savings strategy? It's getting...
Savings: Selecting the Right Savings Account
Just like there's more than one type of checking account, there are also different types of savings accounts. In this program, we'll dive into the different kinds of savings accounts, as well as...
Bitcoin Investing, Get Savings And Discounts - Introduction
You might think that Bitcoin is for nerds, but it is actually an amazing way to get savings in your everyday life.Did you know that you can get savings at your favorite retailers like Amazon or...

Salary for Manager of Savings and Investments Jobs in North Carolina

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Manager of Savings and Investments positions.



Highest Education Level

Manager of Savings and Investmentss in North Carolina offer the following education background
Bachelor's Degree
40.5%
Master's Degree
20.3%
High School or GED
19.8%
Associate's Degree
8.6%
Vocational Degree or Certification
6.7%
Doctorate Degree
1.9%
Some College
1.2%
Some High School
1.0%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Manager of Savings and Investmentss in North Carolina
8-10 years
28.4%
10+ years
27.4%
4-6 years
24.9%
6-8 years
16.4%
1-2 years
1.5%
2-4 years
1.5%



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