Manager of Savings and Investments Jobs in Pennsylvania
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.
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...
Consent from Fannie Mae and Freddie Mac....
We are seeking a highly motivated and experienced Investment Banking Associate to join our Infrastructure Investment Banking team....
Overview GDC IT Solutions is currently seeking an IT Software Asset Manager & Vulnerability Analyst to work in a hybrid capacity, with at least 1 day on-site per week at the Pennsylvania Higher...
Energy Analyst/Asset Manager (Hybrid) Cordia 90,000 USD-110,000 USD United States, Pennsylvania, Pittsburgh 111 South Commons (Show on map) Jun 14, 2025 Job Summary: The Cordia team is seeking an...
As a global marketing experience company, Quads goal is to help our clients win every day. We use our data-driven integrated marketing and manufacturing platform to streamline solutions for our...
Technology Execution Director - Wealth Management/Private Bank
- Pittsburgh, PA
- 25 days ago
- Pittsburgh, PA
- 25 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...
Investment Consultant, Senior Specialist - ADICS5001
- Malvern, PA
- 25 days ago
- Malvern, PA
- 25 days ago
Overview At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do,...
Asset Manager Location: Philadelphia, US, 19103 Asset Manager, Energy Storage Position is in-office only, located in Center City, Philadelphia Ormat continues to achieve remarkable growth. We...
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...
Senior Asset Manager - Asset Management - Midland
- Pittsburgh, PA
- 30+ days ago
- Pittsburgh, PA
- 30+ days ago
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...
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...
Milton Hershey School (MHS) is one of the world’s best pre-K through 12th grade private schools, where students from disadvantaged backgrounds are provided with a cost-free home and a top-notch...
What success looks like in this role: Provides asset management support across larger and more complex organizational and/or hardware / software areas. Supports the entire lifecycle of IT assets,...
Asset Manager Consultant - Business Credit - Midland
- Pittsburgh, PA
- 60+ days ago
- Pittsburgh, PA
- 60+ 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...
Demographic Data for Pennsylvania
Moving to Pennsylvania? Find some basic demographic data about Pennsylvania below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Pennsylvania
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Pennsylvania 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
- Consulting
- 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
- Shared Services
- Certified Financial Planner
- Series 65 Licensed
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Loan Servicing
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Financial Planning
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Strategy Development
- Finance
- Accounting
- Analytical Skills
- Business Development
- Written Communication
- Negotiation
- Verbal Communication
- Interpersonal Skills
- Mentoring
- Collaboration
- Documentation
- Reporting
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Sales
- Problem Solving
- Project Management
- Microsoft Excel
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Manager of Savings and Investments Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »