Top 29 Portfolio manager Jobs in Denton, Tx

Portfolio Strategist
Charles Schwab —Westlake, TX
- $105,600 - $250,000 a year
- Hybrid work
- Office
- Analysis skills
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
8h
Lead a Portfolio. Drive Results. Build a Team - Operations Manager
Allmark Property Management, Inc. —Lewisville, TX
- Full-time
- Microsoft Excel
- 5 years
- Finance
- Wellness program
- Paid holidays
Quick Apply
5d
Sr Manager, Prepaid Portfolio & Growth Strategy
T-Mobile USA, Inc. —Frisco, TX
- $131,800 - $237,700 a year
- Full-time
- 18 years or older
- 6 years
- Presentation skills
- Paid parental leave
- AD&D insurance
3d
Managing Director & Head of Portfolio and Project Management
Charles Schwab —Southlake, TX
- $225,000 - $375,000 a year
- Hybrid work
- 11+ years
- Senior level
- Leadership
- Paid parental leave
- Employee stock purchase plan
5d
Senior IT Project Management- Client Trader Portfolio
Charles Schwab —Southlake, TX
- $112,000 - $160,000 a year
- Hybrid work
- Bachelor of Science
- Office
- 8 years
- Paid parental leave
- Employee stock purchase plan
Brand Portfolio Manager
Community Coffee Company, L.L.C. —Frisco, TX
- Full-time
- 5 years
- Analysis skills
- Bachelor's degree
- Disability insurance
- Health insurance
Sr IT Portfolio Management Professional
Humana —Frisco, TX
- $106,900 - $147,000 a year
- Full-time
- Remote
- 7 years
- Microsoft Excel
- PMP
- Paid parental leave
- Paid holidays
3d
Portfolio Manager, Inventory Finance
Mitsubishi HC Capital America Inc —Flower Mound, TX
- $70,000 - $97,800 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Senior Manager of Product Portfolio Management
Infinite Electronics International, Inc. —Lewisville, TX
- $170,000 - $210,000 a year
- Extended hours
- Office
- Residential
- 8 years
- Work from home
12d
Portfolio Management Compliance Associate
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Senior Manager, Portfolio Delivery - HR Service Delivery
Keurig Dr Pepper —Frisco, TX
- $130,700 - $185,000 a year
- Email
- 5 years
- Continuous improvement
- Agile
- Mileage reimbursement
- Paid parental leave
Portfolio Community Manager
Associa —North Richland Hills, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
4d
Sr. Director, Insurance Portfolio Management
National Life Insurance Company —Addison, TX
- $206,250 - $302,500 a year
- 5 years
- Office
- Finance
- Benefits from day one
- Life insurance
Director, Portfolio Management
National Life Insurance Company —Addison, TX
- $127,500 - $187,000 a year
- Hybrid work
- 11+ years
- Office
- Analysis skills
- Adoption assistance
- Benefits from day one
Portfolio Manager
Catalyst Corporate Fede —Plano, TX
- Full-time
- Office
- 3 years
- Finance
- Free parking
- AD&D insurance
Quick Apply
FP&A Analyst Sr, Portfolio Management
Finance of America Holdings —Plano, TX
- $90,000 - $125,000 a year
- Hybrid work
- 5 years
- Office
- Finance
- Employee stock purchase plan
- Health insurance
Community Association Manager / Portfolio (PTX72126)
RealManage —Plano, TX
- $60,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
5d
Associate, Portfolio Compliance, Legal, & Risk Management
NEON SOLUTIONS SERVICES LLC —Plano, TX
- Writing skills
- Analysis skills
- Bachelor's degree
National Security Portfolio Manager
Allied Universal —Irving, TX
- $68,000 - $95,000 a year
- Full-time
- Military
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Community Association Manager /Portfolio CAM (PTX6926)
RealManage —Plano, TX
- $52,000 - $65,000 a year
- Full-time
- Writing skills
- Mid-level
- Residential
- Health savings account
- Paid holidays
Quick Apply

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Portfolio Strategist

Charles Schwab -
Westlake, TX

Apply Now

Job Details

$105,600 - $250,000 a year
8 hours ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 66
Series 7
Investment client management
FINRA License
Investment analysis
Strategic asset allocation in risk management
Referral coordination
Financial education

Full Job Description

Position Type: Regular

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 finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As a Portfolio Strategist on the Portfolio Transition Services team, you’ll help clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved in transitioning existing holdings into managed investing strategies. This client-facing role combines investment knowledge, analytical thinking, and clear communication to deliver advice to clients that supports informed decision making.

In this role, you’ll gather relevant facts, clarify transition objectives, evaluate portfolio scenarios, and prepare analysis that helps clients assess potential trade-offs, including estimated realized gains or losses, risk considerations, portfolio characteristics, and transition implications. You’ll partner closely with Retail and Advisor Services relationship owners, applying sound judgment and a disciplined documentation approach in a highly regulated environment.

Your impact will come through your ability to translate complex investment analysis into practical, client-ready education while collaborating across teams to support thoughtful outcomes. This is an opportunity to apply your portfolio construction, taxable investing, and managed account knowledge in a role where precision, problem-solving, and trusted partnership are central to success.

What you have

Required Qualifications

CFP® designation and/or CFA® designation.
Active FINRA Series 7 license, or ability to obtain within 120 days as a condition of employment.
Active FINRA Series 66 license, or equivalent, or ability to obtain within 120 days as a condition of employment.
Strong understanding of portfolio construction, asset allocation, taxable investing, managed account solutions, and portfolio transition considerations.
Experience working with Financial Consultants, Wealth Advisors, investment professionals, and high-net-worth client scenarios.
Ability to interpret holdings, tax lot information, cost basis data, portfolio characteristics, and transition analysis outputs.
Strong written and verbal communication skills, with the ability to translate complex investment analysis into clear, practical, client-ready education.
Demonstrated judgment, attention to detail, and ability to operate effectively in a highly regulated environment.
Ability to manage multiple referrals, prioritize work, meet turnaround expectations, and maintain accurate documentation.
Familiarity with Salesforce, portfolio analysis tools, managed account platforms, or related investment technology.

Preferred qualifications

CIMA® designation.
Bachelor’s degree.
Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or separately managed accounts.
Experience presenting analysis to internal partners, relationship owners, clients, or prospects.
Ability to collaborate across teams to resolve complex client scenarios, clarify requirements, and improve the end-to-end referral experience.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

portfolio manager jobs in denton, tx

Portfolio Strategist

Lead a Portfolio. Drive Results. Build a Team - Operations Manager

Sr Manager, Prepaid Portfolio & Growth Strategy

Managing Director & Head of Portfolio and Project Management

Senior IT Project Management- Client Trader Portfolio

Brand Portfolio Manager

Sr IT Portfolio Management Professional

Portfolio Manager, Inventory Finance

Senior Manager of Product Portfolio Management

Portfolio Management Compliance Associate

Senior Manager, Portfolio Delivery - HR Service Delivery

Portfolio Community Manager

Sr. Director, Insurance Portfolio Management

Director, Portfolio Management

Portfolio Manager

FP&A Analyst Sr, Portfolio Management

Community Association Manager / Portfolio (PTX72126)

Associate, Portfolio Compliance, Legal, & Risk Management

National Security Portfolio Manager

Community Association Manager /Portfolio CAM (PTX6926)

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