Top 42 Portfolio manager Jobs in Fort Worth, 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
18h
Portfolio Manager
Texas Capital Bank —Fort Worth, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Wellness program
- Paid holidays
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 Portfolio Advisor
Northern Trust Corp. —Fort Worth, TX
- Full-time
- 8 years
- Accounting
- Senior level
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
Portfolio Manager - Advanced Connector Termination Technologies (ACTT)
AFL Telecommunications LLC —Dallas, TX
- Full-time
- Hybrid work
- Engineering
- 8 years
- Continuous improvement
- Health insurance
- Dental insurance
Portfolio Community Manager
Associa —North Richland Hills, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
4d
Portfolio Community Manager
Inframark —Fort Worth, TX
- Full-time
- Background check
- 6 years
- Customer service
- Paid holidays
- Health insurance
Quick Apply
4d
Commercial Loan Portfolio Manager - I
First Command Financial Services, Inc. —Fort Worth, TX
- Hybrid work
- Data analysis skills
- Finance
- Analysis skills
Ground Support Equipment Lease Portfolio Manager
Worldwide Flight Services, Inc. —Dallas, TX
- $85,000 - $105,000 a year
- 5 years
- Office
- Finance
- 401(k)
- Employee discount
Quick Apply
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
Senior Manager, Strategy & Portfolio Optimization
Vistra Retail Operations Company —Irving, TX
- Online Application
- Sales
- Office
- Residential
Portfolio Manager (Commercial Lending) – Arlington, TX
Amegy Bank —Arlington, TX
- Mid-level
- Office
- Finance
- Profit sharing
- Paid training
Pre-Development Project Manager - Data Center Portfolio
QTS Data Centers —Irving, TX
- Email
- Civil engineering
- Writing skills
- Engineering
- Wellness program
- Health savings account
11d
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
Product Portfolio Manager - Fenders & Springs
Dexter —Fort Worth, TX
- Full-time
- Remote
- 7 years
- Engineering
- Product management
- Profit sharing
- Health savings account
Quick Apply
Construction Program Manager, North America Construction Portfolios
Amazon.com LLC —Irving, TX
- $82,700 - $155,800 a year
- Full-time
- Construction site
- 5 years
- Office
- AD&D insurance
- Relocation assistance
Product Portfolio Manager - Hydraulics
Dexter —Fort Worth, TX
- Full-time
- Remote
- 7 years
- Engineering
- Product management
- Profit sharing
- Health savings account
Quick Apply
SAP Enterprise Portfolio & Project Management (EPPM) Manager - CMT Industry
Accenture —Irving, TX
- $59,100 - $205,800 a year
- Full-time
- Travel
- Mentoring
- US work authorization
- Paid holidays
- Disability insurance
11d

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Portfolio Strategist
Charles Schwab —Westlake, TX
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…
$105,600 - $250,000 a year
18h
Portfolio Manager
First United Bank & Trust —Dallas, TX
Two years of experience in financial services field. Identifies customer needs and acts on opportunities to develop fuller banking relationships by cross-…
Quick Apply

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Wealth and Investment Portfolio Manager II
Huntington Bank —Columbus, OH
Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Portfolio Manager, International Equity
State Teachers Retirement System of Ohio —Columbus, OH
Conduct timely portfolio analysis and management to support development and implementation of STRS Ohio’s investment strategies with a goal of meeting the long-…
$238,950 - $286,740 a year

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Portfolio Strategist

Charles Schwab -
Westlake, TX

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Job Details

$105,600 - $250,000 a year
18 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 fort worth, tx

Portfolio Strategist

Portfolio Manager

Managing Director & Head of Portfolio and Project Management

Senior Portfolio Advisor

Senior IT Project Management- Client Trader Portfolio

Portfolio Manager - Advanced Connector Termination Technologies (ACTT)

Portfolio Community Manager

Portfolio Community Manager

Commercial Loan Portfolio Manager - I

Ground Support Equipment Lease Portfolio Manager

National Security Portfolio Manager

Senior Manager, Strategy & Portfolio Optimization

Portfolio Manager (Commercial Lending) – Arlington, TX

Pre-Development Project Manager - Data Center Portfolio

Portfolio Manager, Inventory Finance

Product Portfolio Manager - Fenders & Springs

Construction Program Manager, North America Construction Portfolios

Product Portfolio Manager - Hydraulics

SAP Enterprise Portfolio & Project Management (EPPM) Manager - CMT Industry

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