Manager of Savings and Investments Jobs in Houston, 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.
Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services....
Utilty/PP Sr. Commercial Asset Manager | Houston, TX 5 views MBA Finance/Accounting TX August 18, 2025 Utilty/PP Location: TX About the job ContourGlobal is a leading independent power producer...
2026 Corporate & Investment Banking Associate Program - Early Careers
- Houston, TX
- 10 days ago
- Houston, TX
- 10 days ago
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading...
- Sugar Land, TX (18 miles from Houston, TX)
- 12 days ago
- Sugar Land, TX (18 miles from Houston, TX)
- 12 days ago
ServiceNow IT Asset Manager ServiceNow IT Asset Manager Location: Sugar Land, TX (20% remote - On-site 4 days/week, remote Fridays) Type: Long-term contract iSphere is on the hunt for a ServiceNow...
Excited to grow your career? BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than...
Mac loans Freddie Mac Exempt Inspector Status or equivalent inspection experience At this time, Capital One will not sponsor a new applicant for employment authorization for this position....
Understanding of Mortgage lending and servicing, especially Foreclosure, Deed-In-Lieu, Title, and other Default related processes is a plus....
Investment Consultant - Houston, TX (Texas Medical Center)
- Houston, TX
- 29 days ago
- Houston, 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...
We are currently looking for an Investment Banking Associate to join our Energy & Power team in the Houston, TX office....
Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or...
Geologist / Geoscientist (A&D), Associate - Investment Banking, Houston
- Houston, TX
- 30+ days ago
- Houston, TX
- 30+ days ago
Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world....
Asset Manager Consultant - Asset Management - Midland
- Houston, TX
- 45+ days ago
- Houston, TX
- 45+ 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...
Associate, Investment Banking - Power & Utilities - Houston, TX
- Houston, TX
- 45+ days ago
- Houston, TX
- 45+ days ago
banking, wealth management and private banking, corporate and investment banking, and capital markets....
Associate, Investment Banking, Energy - Houston, TX
- Houston, TX
- 90+ days ago
- Houston, TX
- 90+ days ago
banking, wealth management and private banking, corporate and investment banking, and capital markets....
Asset Manager Consultant - Business Credit - Midland
- Houston, TX
- 90+ days ago
- Houston, TX
- 90+ 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 Houston, TX
Moving to Houston, TX? Find some basic demographic data about Houston, TX below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Houston, TX
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Houston, 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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