Manager of Savings and Investments Jobs in Hilliard, OH
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.
- Columbus, OH (9 miles from Hilliard, OH)
- 3 hours ago
- Columbus, OH (9 miles from Hilliard, OH)
- 3 hours 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 Consultant in Blacklick, OH
- Blacklick, OH (19 miles from Hilliard, OH)
- 6 days ago
- Blacklick, OH (19 miles from Hilliard, OH)
- 6 days ago
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net...
Investment Banking Associate - M&A/ESOPs
- Columbus, OH (9 miles from Hilliard, OH)
- 19 days ago
- Columbus, OH (9 miles from Hilliard, OH)
- 19 days ago
Ideal backgrounds include investment banking, transaction advisory services (TAS), corporate development, and commercial banking....
Overview Advanced Drainage Systems is a leading manufacturer of stormwater and onsite septic wastewater solutions, committed to sustainability and innovation. With a vast manufacturing and...
J.P. Morgan Wealth Management- Associate, Business Transformation
- Columbus, OH (9 miles from Hilliard, OH)
- 30+ days ago
- Columbus, OH (9 miles from Hilliard, OH)
- 30+ days ago
JobID: 210634432 Category: Project Management JobSchedule: Full time Posted Date: 2025-07-25T18:39:28+00:00 JobShift: Base Pay/Salary: New York,NY $86,000-$105,000 Business Transformation Office...
Wealth Management Advisor-Worthington, OH
- Worthington, OH (9 miles from Hilliard, OH)
- 60+ days ago
- Worthington, OH (9 miles from Hilliard, OH)
- 60+ days ago
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present...
Demographic Data for Hilliard, OH
Moving to Hilliard, OH? Find some basic demographic data about Hilliard, OH below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Hilliard, OH
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Hilliard, OH 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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