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.
RESPONSIBILITIES Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA’s, custodial...
Investment Banking Associate, Industrials (Metals)
- Cleveland, OH
- 3 days ago
- Cleveland, OH
- 3 days ago
banking experience Competencies: - Financial Modeling - Analytical - Attention to detail - Ability to analyze and synthesize data and research into cohesive succinct thoughts and materials - Strong...
analysis and approval techniques, and consumer lending policies and procedures - Demonstrated sales and marketing abilities - Strong analytical skills to assess client needs - Proficient computer navigation...
Location:** 88 East Broad Street - Columbus, Ohio 43215 **JOB TITLE:** Community Development Senior Asset Manager - Direct Tax Credit Equity Investments **ABOUT THE BUSINESS:** Key Community...
Job Description The Managing Director, Wealth Management, will lead Northwest Bank's Wealth Management business comprised of Retail Investments, Trust and Fiduciary Services, Estate Planning,...
Looking for a Wealth Management Advisor in NW Ohio to join the team of a reputable financial institution. This is an excellent opportunity! Qualifications: Demonstrated sales accomplishments in...
Looking for a Wealth Management Advisor in NW Ohio to join the team of a reputable financial institution. This is an excellent opportunity! Qualifications: Demonstrated sales accomplishments in...
Looking for a Wealth Management Advisor in NW Ohio to join the team of a reputable financial institution. This is an excellent opportunity! Qualifications: Demonstrated sales accomplishments in...
Wealth Management Advisor - OH, Columbus () (SW) Wealth Management Advisor - OH, Columbus () (SW) Primary Location : UNITED STATES-OH-Columbus Organization : Equitable Advisors Description Leaders...
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...
Banking d....
Intern - Private Wealth Management/Advisor Consulting
- Dublin, OH
- 30+ days ago
- Dublin, OH
- 30+ days ago
Title Intern - Private Wealth Management/Advisor Consulting EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive...
Basic Qualifications: Bachelors degree 10+ years experience in all core equipment management functions of valuation, portfolio management and remarketing with other lending institutions Preferred Qualifications...
Remote WorkInvestment Banking Associate, Real Estate (Boston Based - Relocation Provided)
- Cleveland, OH
- 30+ days ago
- Cleveland, OH
- 30+ days ago
banking COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $175,000 to $225,000 annually depending on location and job-related factors such as level of experience...
Investment Banking Associate, Industrials (Cleveland Based - Relocation Provided)
- Cleveland, OH
- 30+ days ago
- Cleveland, OH
- 30+ days ago
banking experience Competencies: - Financial Modeling - Analytical - Attention to detail - Ability to analyze and synthesize data and research into cohesive succinct thoughts and materials - Strong...
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
- Modeling
- Asset Management
- Presentation
- Property Management
- Tenant Relations
- Acquisitions
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Leases
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Private Banking
- Wealth Management
- Loan Servicing
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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