Manager of Savings and Investments Jobs in Wisconsin
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.
The ideal candidate thrives on collaboration, problem-solving, and delivering personalized value across investments, banking, credit, estate planning, and more....
Experienced Investment Banking Associate - Industrial (Milwaukee, WI)
- Milwaukee, WI
- 4 days ago
- Milwaukee, WI
- 4 days ago
As an Investment Banking Associate, you will: Play an integral role on investment banking teams, providing execution support to for public equity offerings, mergers and acquisitions and other financial...
SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Milwaukee, WI
- 5 days ago
- Milwaukee, WI
- 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...
management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/...
Wealth Management Advisor-Madison, WI
- Wisconsin Rapids, WI
- 17 days ago
- Wisconsin Rapids, WI
- 17 days ago
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/...
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
Wealth Management Advisor - Wisconsin
- Wisconsin Rapids, WI
- 19 days ago
- Wisconsin Rapids, WI
- 19 days ago
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
JOB REQUIREMENTS: Interested in joining Milwaukee County? Milwaukee County is searching for authentic people who are out to change the game and bring their whole selves to work every day....
SAP SAP Service and Asset Manager Advisor 100% Remote Contractual Project Description: SAP PM Mobile – Service and Asset Management (SAM). Note: Please note this role is part time and the hours...
Remote WorkSAP Service and Asset Manager Architect Remote/Hybrid
- Oak Creek, WI
- 90+ days ago
- Oak Creek, WI
- 90+ days ago
Job Details: A leading organization is seeking an SAP Service and Asset Manager Architect to design and implement solutions for efficient asset lifecycle management. Key Responsibilities: Gather...
Remote WorkDemographic Data for Wisconsin
Moving to Wisconsin? Find some basic demographic data about Wisconsin below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Wisconsin
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Wisconsin 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
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 »