Manager of Savings and Investments Jobs in Mclean, VA
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.
- Tysons, VA (3 miles from Mclean, VA)
- 8 days ago
- Tysons, VA (3 miles from Mclean, VA)
- 8 days ago
ManTech seeks a motivated, career and customer-oriented Asset Manager to join our team in Tysons, VA. This role is critical in overseeing the lifecycle management of IT assets, including...
Wealth Management Advisor-Bethesda, MD, Annapolis, MD, Columbia, MD
- North Bethesda, MD (8 miles from Mclean, VA)
- 1 hour ago
- North Bethesda, MD (8 miles from Mclean, VA)
- 1 hour ago
WEALTH MANAGEMENT ADVISOR-BETHESDA, MD, ANNAPOLIS, MD, COLUMBIA, MD Type: Full Time Location(s): North Bethesda, MD 20852, United States 11810 Grand Park Avenue, Rockville, MD 20852, United States...
- Washington, DC (7 miles from Mclean, VA)
- 1 day ago
- Washington, DC (7 miles from Mclean, VA)
- 1 day ago
Job Requirements: 3 to 5 years of experience in Software Asset Management, Software Licensing, or IT Asset Management with a software focus. Minimum 2 years of hands-on experience with ServiceNow...
- Washington, DC (7 miles from Mclean, VA)
- 3 days ago
- Washington, DC (7 miles from Mclean, VA)
- 3 days ago
Job#: 2071751 Job Description: Apex Systems is seeking a Software Asset Manager to work onsite in Washington, D.C. Summary: We are seeking a highly motivated and detail-oriented Software Asset...
Multifamily Senior Asset Manager - Advisor, Watchlist Management
- Washington, DC (7 miles from Mclean, VA)
- 5 days ago
- Washington, DC (7 miles from Mclean, VA)
- 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...
- Washington, DC (7 miles from Mclean, VA)
- 6 days ago
- Washington, DC (7 miles from Mclean, VA)
- 6 days ago
We are seeking a highly organized and detail-oriented Hardware Asset Manager to support the lifecycle management of IT assets across enterprise environments, specifically within the U.S....
- Washington, DC (7 miles from Mclean, VA)
- 6 days ago
- Washington, DC (7 miles from Mclean, VA)
- 6 days ago
Original Posting: April 17, 2025 For U.S. Positions: While subject to change based on business needs, Leidos reasonably anticipates that this job requisition will remain open for at least 3 days...
- Arlington, VA (4 miles from Mclean, VA)
- 7 days ago
- Arlington, VA (4 miles from Mclean, VA)
- 7 days ago
About DMI DMI is a leading provider of digital services and technology solutions, headquartered in Tysons Corner, VA. With a focus on end-to-end managed IT services, including managed mobility,...
KippsDeSanto - Investment Banking Associate KippsDeSanto is focused on providing comprehensive investment banking services - primarily M&A, private financing, and strategic advisory - to middle market...
SITEC - Asset Manager - Arlington
- Arlington, VA (4 miles from Mclean, VA)
- 10 days ago
- Arlington, VA (4 miles from Mclean, VA)
- 10 days ago
Responsibilities Peraton requires an Asset Manager to support the Special Operation Command Information Technology Enterprise Contract (SITEC) 3. The position is located at SOCOM in the National...
- Washington, DC (7 miles from Mclean, VA)
- 14 days ago
- Washington, DC (7 miles from Mclean, VA)
- 14 days ago
We are looking for someone to join our growing team as a Property Asset Manager, focusing on providing five-star experiences for our homeowners, tenants, and leasing partners. You will be...
- Washington, DC (7 miles from Mclean, VA)
- 14 days ago
- Washington, DC (7 miles from Mclean, VA)
- 14 days ago
analysis. * Knowledge of and experience with commercial multifamily real estate markets and property types specifically with a focus on the Low Income Housing Tax Credit business. * Experience managing...
ASSET Manager, AMER-E Advanced Security Support Engineering Team (ASSET)
- Herndon, VA (12 miles from Mclean, VA)
- 60+ days ago
- Herndon, VA (12 miles from Mclean, VA)
- 60+ days ago
Amazon Web Services (AWS) serves customers and developers who rely on storage, compute, and our other service capabilities. Our customers trust us to handle their data with air-tight security...
- Arlington, VA (4 miles from Mclean, VA)
- 30+ days ago
- Arlington, VA (4 miles from Mclean, VA)
- 30+ days ago
The AES CE O&M team is hiring an Asset Manager to run complex asset portfolios in the renewable or energy field. The Portfolio Asset Manager will support the coaching and development of peers and...
- Arlington, VA (4 miles from Mclean, VA)
- 30+ days ago
- Arlington, VA (4 miles from Mclean, VA)
- 30+ days ago
Monitor ongoing loan activity to ensure that the borrower remains in compliance with the Lender terms and conditions....
Demographic Data for Mclean, VA
Moving to Mclean, VA? Find some basic demographic data about Mclean, VA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Mclean, VA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Mclean, VA 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
Other Career Titles
Here are some other career titles that require similar skills
Manager of Savings and Investments Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »