Charles Schwab

Senior Portfolio Manager

Charles Schwab

Austin, TX, USA
Full-TimeDepends on ExperienceSenior LevelPhd or Professional
Job Description

At Charles Schwab, we are looking for an experienced Senior Portfolio Manager who is passionate about helping individuals and families reach their financial goals. The successful candidate will have a strong understanding of financial markets and a demonstrated track record of success in managing assets. With an emphasis on proactive customer service, the Senior Portfolio Manager will provide thoughtful advice, assess risk, and make sound investment decisions. Our ideal candidate has excellent communication and decision-making skills, and is comfortable working in a fast-paced, rapidly changing environment.The Senior Portfolio Manager should have a minimum of 10 years' experience in portfolio management and/or financial analysis roles. A Bachelor's degree in finance, economics, or a related field is required. Candidates should have the ability to think strategically, analyze complex data, and provide clear and concise recommendations. The successful candidate will have an understanding of financial markets and the ability to develop and execute investment strategies that meet clients' goals.We are looking for a professional who is committed to customer service excellence and has a positive attitude. A successful Senior Portfolio Manager must be a self-starter, capable of working independently, and have a strong work ethic. The ideal candidate will possess strong interpersonal skills and the ability to develop and maintain strong client relationships.If this sounds like an opportunity for you, we look forward to hearing from you!

Where is this job?
This job is located at Austin, TX, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Or Related Field

  • Strong Financial Acumen

  • Proven Track Record Of Meeting Or Exceeding Goals And Objectives

  • Advanced Knowledge Of Investments And Securities

  • High Degree Of Comfort With Market Volatility

  • Self-Motivated And Results-Oriented

  • Ability To Develop And Maintain Relationships With Clients

  • Bachelor's Degree In Business Administration

  • Finance

Required Skills
  • Risk Management

  • Strategy

  • Communication

  • Negotiation

  • Leadership

  • Financial Modeling

  • Compliance

  • Portfolio Management

  • Trading

  • Analysis

  • Client Relations

  • Asset allocation

  • Advisory

  • Judgment

  • Investment

Soft Skills
  • Communication

  • Negotiation

  • Time management

  • Interpersonal Skills

  • creativity

  • flexibility

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Portfolio Manager in Austin, TX, USA is between $70,000 and $130,000 per year. This range is based on the salary data of experienced professionals in the field. The salary range can vary depending on experience level, qualifications, and the specific duties of the position. In addition, the cost of living in the Austin, TX area can also affect the salary range of a Senior Portfolio Manager.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 4th, 2023
Apply BeforeJuly 20th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Charles Schwab

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started