Manager of Savings and Investments Jobs in Lincoln, RI
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.
Investment Consultant II - Merrill Premium Lincoln, Rhode Island Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of...
- Providence, RI (6 miles from Lincoln, RI)
- 3 days ago
- Providence, RI (6 miles from Lincoln, RI)
- 3 days ago
Monitor and create spreadsheets regarding critical dates in the Student Housing Portfolio (permit and license expirations, real estate tax schedules with date of appeals, lender reporting requirements...
- Providence, RI (6 miles from Lincoln, RI)
- 8 days ago
- Providence, RI (6 miles from Lincoln, RI)
- 8 days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing...
Senior Investment Portfolio Manager / Wealth Management
- Barrington, RI (13 miles from Lincoln, RI)
- 13 days ago
- Barrington, RI (13 miles from Lincoln, RI)
- 13 days ago
Application Deadline: 03/30/2025 Address: 201 S Grove Avenue Job Family Group: Wealth Sales & Service CFA, CIMA, or CFP Certifications Experience in working in like position at competitive firms...
- Taunton, MA (16 miles from Lincoln, RI)
- 15 days ago
- Taunton, MA (16 miles from Lincoln, RI)
- 15 days ago
MISSION: Madison Energy Infrastructure ("MEI") believes in the power of clean energy infrastructure and has quickly emerged as a preeminent developer, investor, asset owner, and operator of...
Demographic Data for Lincoln, RI
Moving to Lincoln, RI? Find some basic demographic data about Lincoln, RI below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Lincoln, RI
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Lincoln, RI 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
- Collaboration
- Property Management
- Flexibility
- Acquisitions
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Asset Allocation
- Real Estate Management
- Lease Negotiation
- Capital Improvements
- Certified Financial Planner
- Series 65 Licensed
- Nationwide Mortgage Licensing System & Registry
- Fannie Mae
- Freddie Mac
- Private Banking
- Wealth Management
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Relationship Management
- Strategy Development
- Finance
- Business Development
- Accounting
- Negotiation
- Written Communication
- Documentation
- Bachelor's Degree
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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