Manager of Savings and Investments Jobs in Plano, 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.
Senior Asset Manager - Asset Management - Midland
- Farmers Branch, TX (13 miles from Plano, TX)
- 17 hours ago
- Farmers Branch, TX (13 miles from Plano, TX)
- 17 hours ago
Midlands 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...
Multifamily Senior Asset Manager - Advisor, Watchlist Management
- Plano, TX
- 1 day ago
- Plano, TX
- 1 day ago
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
Asset Manager - Midland Loan Services - Asset Management
- Farmers Branch, TX (13 miles from Plano, TX)
- 2 days ago
- Farmers Branch, TX (13 miles from Plano, TX)
- 2 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. As an...
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
Job Description: This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered. Join AT&T and reimagine the...
Senior Asset Manager, Historic Tax Credit
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
- Dallas, TX (18 miles from Plano, TX)
- 8 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...
- Mesquite, TX (20 miles from Plano, TX)
- 8 days ago
- Mesquite, TX (20 miles from Plano, TX)
- 8 days ago
Asset Manager - Optimize, Lead, and Drive Success! Locations Available: Arcadia, WI - Ecru, MS - Advance, NC Must be able to travel up to 50% Are you a detail-oriented leader with a passion for...
Vice President; Investment Banker
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
Lead due diligence processes for investment banking transactions across products....
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
Asset Manager, New Markets Tax Credit
- Dallas, TX (18 miles from Plano, TX)
- 15 days ago
- Dallas, TX (18 miles from Plano, TX)
- 15 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...
- Dallas, TX (18 miles from Plano, TX)
- 20 days ago
- Dallas, TX (18 miles from Plano, TX)
- 20 days ago
This job might be for you if you have the following: At least 5 years of direct work experience with renewable energy development or similar industry experience in investment banking, corporate finance...
- Celina, TX (19 miles from Plano, TX)
- 20 days ago
- Celina, TX (19 miles from Plano, TX)
- 20 days ago
The Celina Way It is an exciting time to work for the City of Celina! Did you know Celina has been ranked the #1 fastest growing city in North Texas? We are growing and looking for dedicated and...
- Dallas, TX (18 miles from Plano, TX)
- 22 days ago
- Dallas, TX (18 miles from Plano, TX)
- 22 days ago
Twenty years of experience in commercial banking, loan workout, and/or relationship management....
Associate Asset Manager - Collateral Surveillance - Midland
- Farmers Branch, TX (13 miles from Plano, TX)
- 23 days ago
- Farmers Branch, TX (13 miles from Plano, TX)
- 23 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, M&A
- Dallas, TX (18 miles from Plano, TX)
- 24 days ago
- Dallas, TX (18 miles from Plano, TX)
- 24 days ago
banking group or transaction advisory group within a similarly-situated firm Undergraduate degree Currently hold or ability to obtain Series 7, 79 and 63 Location: Dallas, TX The Assoc Investment Banking...
Job Title: Wealth Manager Purpose: The Wealth Manager is the primary source of relationship development, consultation, and advice to assigned existing clients of the firm. Expertise is expected on...
Demographic Data for Plano, TX
Moving to Plano, TX? Find some basic demographic data about Plano, TX below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Plano, TX
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Plano, 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
- Modeling
- Asset Management
- Presentation
- Property Management
- 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
- Credit Analysis
- 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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