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.
Watchlist Management, with strong understanding of Asset Management principles and Lender requirements Exceptional communication, negotiation, and interpersonal skills....
Mac loans Freddie Mac Exempt Inspector Status or equivalent inspection experience ***At this time, Capital One will not sponsor a new applicant for employment authorization for this position....
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...
About this role: Wells Fargo is seeking an Investment Banking Program Associate to join our Mid-Cap Investment Banking team....
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...
Our client is seeking a detail-oriented and proactive Procurement Asset Administrator to support the procurement team in managing the lifecycle of hardware and software assets. This role is...
- NC
- 3 days ago
- NC
- 3 days ago
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...
Asset Manager, Specialty Underwriting and Portfolio Management - CRE
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
analysis, underwriting, or asset management Proven expertise in analyzing CRE property types (e.g., Multifamily, Industrial, Retail, Office) Deep understanding of CRE valuation methodologies, interest...
IT Asset Management Director (Contract-to-Hire)
- Winston Salem, NC
- 3 days ago
- Winston Salem, NC
- 3 days ago
Director of IT Asset Management (ITAM) We re seeking a strategic and hands-on Director of IT Asset Management (ITAM) to lead the full lifecycle of IT assets hardware, software, and cloud...
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...
Banking Associate will play a crucial role in developing and strengthening BlackArchs client relationships and in driving the transaction process....
Deloitte Corporate Finance - Investment Banking Associate
- Charlotte, NC
- 4 days ago
- Charlotte, NC
- 4 days ago
Position Summary Deloitte Corporate Finance - Investment Banking Associate Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives...
Responsibilities Peraton requires a Asset Manager to support the Special Operation Command Information Technology Enterprise Contract (SITEC) 3. Positions are located at the SOCOM Headquarters at...
Asset Manager Consultant - Asset Management - Midland
- Charlotte, NC
- 6 days ago
- Charlotte, NC
- 6 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...
Midland's Asset Management group works with a diverse group of clients, which includes some of the largest lenders and investors in the commercial real estate market and the largest subordinate bond...
Demographic Data for North Carolina
Moving to North Carolina? Find some basic demographic data about North Carolina below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in North Carolina
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 backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Manager of Savings and Investments position
- 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
- Mortgage Servicing
- Wealth Management
- Corporate Finance
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Financial Planning
- Portfolio Management
- Financial Modeling
- 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
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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