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.
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....
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...
Company Description Infojini Consulting is a full service IT consulting, services, and staffing firm with offices in Secaucus, NJ. Infojini Consulting is recognized as one of the fastest growing...
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 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...
Prepare and present detailed financial reports for internal leadership, tax equity investors, and lenders....
Real Property Asset Manager -Housing & Neighborhood Revitalization (Civil Service)
- Dallas, TX
- 6 days ago
- Dallas, 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...
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...
Data Architect with Wealth Manager or Banking / Financial
- Austin, TX
- 6 days ago
- Austin, TX
- 6 days ago
Data Architect with Wealth Manager or Banking / Financial Position: Data Architect Austin, TX [Hybrid] Key Responsibilities: Architect and design data-driven solutions for large-scale applications...
Job Description Our Aerospace client is looking for Entry Level and Associate Asset Managers to support our team in Dallas, TX. Day-to-day the planners will be using analytical and quantitative...
Tesla sets the bar for a trustworthy & resilient charging network. The Charging Operations team ensures that Tesla continues to deliver the best possible charging customer experience through...
About Us At ENFRA, we blend a rich history with a forward-looking vision. With over 100 years of experience, we are a pillar of stability in the energy infrastructure industry and a leader in...
2026 Corporate & Investment Banking Associate Program - Early Careers
- Houston, TX
- 9 days ago
- Houston, TX
- 9 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...
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...
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
- Estate Planning
- Presentation
- Retirement Planning
- 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
- 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
- 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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