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.
- Irving, TX (20 miles from Plano, TX)
- 1 day ago
- Irving, TX (20 miles from Plano, TX)
- 1 day ago
If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are...
Lead Trust Closely Held Asset Manager - Lead Fiduciary Specialty Asset Manager
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a...
Qualifications: At least 5 years of experience in multifamily real estate, preferably in Asset Management, Loss Mitigation or Watchlist Management, with strong understanding of Asset Management principles and Lender...
reserve draws Process consent requests, including related review of loan documents and other agreements Manage client relationships, providing excellent customer servicing while enforcing loan document/lender...
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- Dallas, TX (18 miles from Plano, TX)
- 4 days ago
- Dallas, TX (18 miles from Plano, TX)
- 4 days ago
Job Purpose The Asset Manager will be responsible for the management of assets in Arbor Realty Trust's (ART) loan portfolio. Essential Job Functions (Duties/Responsibilities) The Asset Manager...
Alternative Asset Manager Co-Investment Lending Program Manager
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
in Wealth Management or Private Banking Custom LendingUnderstanding of the lending process, credit policy, loan documentation, and loan servicingHighly organizedAbility to multi-taskClient service...
Technology Execution Director - Wealth Management/Private Bank
- Farmers Branch, TX (13 miles from Plano, TX)
- 8 days ago
- Farmers Branch, TX (13 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...
Senior Asset Manager - GSE/HUD
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
operating statements and related financial statements of commercial or multifamily properties, including identifying and researching variances, normalizing and otherwise adjusting the statements, per lender...
Job Description Public StorageCommercial Real Estate is seeking to hire a dynamic Asset Manager that will oversee property operations ofa significant commercial portfolio. Primary responsibilities...
Classified Digital Asset Manager (Hybrid)
- McKinney, TX (11 miles from Plano, TX)
- 12 days ago
- McKinney, TX (11 miles from Plano, TX)
- 12 days ago
Date Posted: 2025-06-05 Country: United States of America Location: TX190: 2501 West University, McKinney 2501 West University, McKinney, TX, 75070 USA Position Role Type: Hybrid U.S. Citizen,...
Classified Digital Asset Manager (Hybrid)
- McKinney, TX (8 miles from Plano, TX)
- 12 days ago
- McKinney, TX (8 miles from Plano, TX)
- 12 days ago
Date Posted: 2025-06-05 Country: United States of America Location: TX190: 2501 West University, McKinney 2501 West University, McKinney, TX, 75070 USA Position Role Type: Hybrid U.S. Citizen,...
- Dallas, TX (18 miles from Plano, TX)
- 12 days ago
- Dallas, TX (18 miles from Plano, TX)
- 12 days ago
Job Title Trust Asset Manager Job Description Summary Responsible for managing a portfolio of 25-50 Commercial assets for an owner or client and fulfill the manager's obligations under the terms...
- Dallas, TX (18 miles from Plano, TX)
- 17 days ago
- Dallas, TX (18 miles from Plano, TX)
- 17 days ago
Job Summary Job Description What is the opportunity? Asset Manager will be responsible for the day-to-day management of a sub-portfolio of 20-25 loan positions held within the RECP Dallas loan...
Asset Manager, Multifamily Capital
- Dallas, TX (18 miles from Plano, TX)
- 22 days ago
- Dallas, TX (18 miles from Plano, TX)
- 22 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...
Managing Director, Wealth Management
- Dallas, TX (18 miles from Plano, TX)
- 23 days ago
- Dallas, TX (18 miles from Plano, TX)
- 23 days ago
Professional designations, including CFP, CFA, CPA, or CTFA are preferred Requires experience or demonstrated understanding of investments, banking, trust administration, financial planning, estate...
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
- Asset Management
- Presentation
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Budgets
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Loan Servicing
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Relationship Management
- Risk Management
- Strategy Development
- Finance
- Accounting
- Business Development
- Negotiation
- Written Communication
- Verbal Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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