Manager of Savings and Investments Jobs in Ohio
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.
Date Posted: 2025-08-01 Country: United States of America Location: PW229: Wright-Patterson AFB 4375 Chidlaw Road Rm S021, WPAFB, OH, 45433 USA Position Role Type: Onsite U.S. Citizen, U.S....
Transaction types will vary as well as lenders and include Freddie Mac, Fannie Mae, Banks, and Life Insurance Companies....
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 ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
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 You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Wealth Management Investment Consultant, Advisory Services
- Cincinnati, OH
- 13 days ago
- Cincinnati, OH
- 13 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services....
Ideal backgrounds include investment banking, transaction advisory services (TAS), corporate development, and commercial banking....
Investment Consultant - Liberty Township, OH Investment Consultant - Liberty Township, OH
- Liberty Township, OH
- 19 days ago
- Liberty Township, OH
- 19 days ago
Investment Consultant - Liberty Township, OH Charles Schwab 4 ( ) Liberty Township, OH Why you should apply for a job to Charles Schwab : Ranked as one of the 4/5 in overall job satisfaction 67%...
The Asset Manager manages risks inherent to lending by analyzing loan performance, property performance, financial results, sponsor information, market conditions, and more....
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
- 30+ days ago
- Columbus, 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...
Job Listing ID: 4316731 Job Title: Pulp Assistant Asset Manager Application Deadline: 10/21/2025Job Location: Toledo Date Posted: 07/24/2025Hours Worked Per Week: 40 Shift: Day Shift Duration of...
Regional Investment Consultant (External Wholesaler) - Funds, ETF & Managed Accounts
- Perrysburg, OH
- 30+ days ago
- Perrysburg, OH
- 30+ days ago
Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed Portfolios. Position will provide field...
Demographic Data for Ohio
Moving to Ohio? Find some basic demographic data about Ohio below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Ohio
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Ohio 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
- Retirement Planning
- 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
- 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
- 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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