Manager of Savings and Investments Jobs in Farmers Branch, TX
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.
- Dallas, TX (11 miles from Farmers Branch, TX)
- 6 hours ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 6 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...
- Irving, TX (8 miles from Farmers Branch, TX)
- 11 hours ago
- Irving, TX (8 miles from Farmers Branch, TX)
- 11 hours ago
About the Role We are seeking a skilled IT Asset Manager to design, implement, and maintain IT asset management (ITAM) solutions across our organization. This role will play a pivotal part in...
- Dallas, TX (11 miles from Farmers Branch, TX)
- 4 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 4 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...
Asset Manager role wps warehouse
- Dallas, TX (11 miles from Farmers Branch, TX)
- 5 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 5 days ago
Asset Manager role wps warehouse Zensar Technologies - 3.8 Dallas, TX Job Details Estimated: $65.4K - $86.4K a year 1 day ago Qualifications Mid-level Full Job Description Asset Manager role wps...
Real Property Asset Manager -Housing & Neighborhood Revitalization (Civil Service)
- Dallas, TX (11 miles from Farmers Branch, TX)
- 6 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 6 days ago
Welcome to the City of Dallas! The City of Dallas is one of the largest employers in the DFW Metroplex. We offer growth opportunities and a chance to make a difference in our community. What do we...
Lead Alternative Investment Consultant
- Dallas, TX (11 miles from Farmers Branch, TX)
- 12 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 12 days ago
About this role: Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management...
- Dallas, TX (11 miles from Farmers Branch, TX)
- 15 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 15 days ago
Senior Asset Manager: Spark Power, a trusted partner in energy in North America, is looking for a Senior Asset Manager to join our US team. The Senior Asset Manager acts as the team lead and...
- Dallas, TX (11 miles from Farmers Branch, TX)
- 15 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 15 days ago
About the role We are considering applicants for the location(s) of Dallas - TX, or San Francisco - CA reporting into the office 3-days per week. (Candidates must be able to work onsite at one of...
Divisional Managed Investment Consultant Divisional Managed Investment Consultant
- Frisco, TX (18 miles from Farmers Branch, TX)
- 20 days ago
- Frisco, TX (18 miles from Farmers Branch, TX)
- 20 days ago
Divisional Managed Investment Consultant Bank of America 3.2 ( ) Frisco, TX Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and equally to...
- Dallas, TX (11 miles from Farmers Branch, TX)
- 20 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 20 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
- Dallas, TX (11 miles from Farmers Branch, TX)
- 20 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 20 days ago
Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of Freddie Mac and conduit lenders....
- Dallas, TX (11 miles from Farmers Branch, TX)
- 20 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 20 days ago
Manage a portfolio of Freddie Mac loans with varying requirements and regulations....
- Dallas, TX (11 miles from Farmers Branch, TX)
- 22 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 22 days ago
The Asset Manager collaborates with property management teams, lenders, and the court-appointed receiver to drive financial recovery and value creation....
Investment Banking - Mid-Cap Investment Banking - Associate
- Dallas, TX (11 miles from Farmers Branch, TX)
- 28 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 28 days ago
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Dallas....
Investment Consultant - Plano, TX
- Plano, TX (13 miles from Farmers Branch, TX)
- 29 days ago
- Plano, TX (13 miles from Farmers Branch, TX)
- 29 days ago
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...
Demographic Data for Farmers Branch, TX
Moving to Farmers Branch, TX? Find some basic demographic data about Farmers Branch, TX below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Farmers Branch, TX
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Farmers Branch, TX 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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