Manager of Savings and Investments Jobs in Texas
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.
Capital Markets Investment Banking Associate Director / Vice President - Houston, TX
- Houston, TX
- 21 hours ago
- Houston, TX
- 21 hours ago
Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC....
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...
Purpose and Job Summary: The primary focus of the Asset Manager position is to provide outstanding service to internal and external clients, and to aid in the administration of our complex...
Prior experience and familiarity with industry best practices for credit analysis. Critical Competencies Excellent written and verbal communication skills....
Asset Manager I - Special Servicing KeyBank National Association - 3.5 Dallas, TX Job Details Full-time Estimated: $74.8K - $101K a year 3 hours ago Qualifications Microsoft Excel 5 years Computer...
Job Summary Summary Posted: Jun 06, 2025 Weekly Hours: 40 Role Number: 200598050 Were looking for a sharp, execution-focused Software Asset Manager to join Hardware Engineerings Operations team...
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 CPS Energy - 3.6 San Antonio, TX Job Details Estimated: $74.1K - $108K a year 1 hour ago Qualifications Microsoft Word Word processing Bachelor of Science Mathematics Mid-level...
Investment Consultant- International Client Development Team
- Westlake, TX
- 4 days ago
- Westlake, TX
- 4 days ago
Position Type: Regular 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...
Identifying, managing and reviewing the tagging and recording of new capital and sensitive asset acquisitions. Identifying, updating, and reviewing the records of asset transfers, disposals and...
SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Austin, TX
- 5 days ago
- Austin, TX
- 5 days ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
Multifamily Senior Asset Manager - Lead Associate, Watchlist Management
- Plano, TX
- 5 days ago
- Plano, TX
- 5 days 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...
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...
Capital Markets Associate Investment Banking Director - Houston, TX
- Houston, TX
- 9 days ago
- Houston, TX
- 9 days ago
Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC....
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 Texas
Moving to Texas? Find some basic demographic data about Texas below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Texas
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Texas 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
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Asset Allocation
- Lease-Up
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounting
- Negotiation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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