Manager of Savings and Investments Jobs in Virginia
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.
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...
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...
Are you a highly organized and resourceful professional who thrives in a fast-paced environment? UVAFinance is seeking a detail-oriented and strategic Asset Manager to oversee the organization's...
IT Asset Manager 5109-585 CALIBRE Systems, Inc., an employee-owned management consulting and digital transformation company, is looking for a highly motivated IT Asset Manager to join our dynamic...
Midland's 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...
Entry Level - Wealth Manager - VA, Roanoke () (C) Entry Level - Wealth Manager - VA, Roanoke () (C) Primary Location : UNITED STATES-VA-Roanoke Organization : Equitable Advisors Description...
Asset Manager Consultant - Business Credit - Midland
- McLean, VA
- 45+ days ago
- McLean, VA
- 45+ 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...
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,...
Remote WorkTitle: Logistics Asset Manager I Location: National Capital Region Clearance: TS/SCI with the ability to obtain and maintain a CI polygraph Job Details: Reporting to the Logistics Manager, handle...
Title: Logistics Asset Manager II Location: Alexandria, VA Clearance: TS/SCI with the ability to obtain and maintain a CI polygraph Job Details: Reporting to the Logistics Manager, handle the...
Investment Banking Associate, Defense & Government
- Tysons Corner, VA
- 90+ days ago
- Tysons Corner, VA
- 90+ days ago
We are seeking a highly motivated experienced Investment Banking Associate with at least two years of Investment Banking or equivalent experience to join our Defense & Government team in Tysons Corner...
About Us AlexRenew is one of the most advanced wastewater utilities in the United States, serving over 300,000 customers in Alexandria, VA, and parts of Fairfax County. Each year, our facility...
Demographic Data for Virginia
Moving to Virginia? Find some basic demographic data about Virginia below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Virginia
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Virginia 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
- Consulting
- Asset Management
- Presentation
- Flexibility
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Budgets
- Asset Allocation
- Shared Services
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Loan Servicing
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Requirements Gathering
- Financial Planning
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Strategy Development
- Finance
- Analytical Skills
- Accounting
- Business Development
- Written Communication
- Negotiation
- Verbal Communication
- Interpersonal Skills
- Mentoring
- Collaboration
- Coaching
- Documentation
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Project Management
- Microsoft Excel
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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