Top 79 Portfolio manager Jobs in Frisco 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
3d
Sr. Portfolio Manager
T-Mobile USA, Inc. —Frisco, TX
- $96,000 - $199,180 a year
- Full-time
- 18 years or older
- Bachelor's degree
- Continuous improvement
- Paid parental leave
- AD&D insurance
5d
Real Estate Portfolio Manager
The Sunrider Corporation —Plano, TX
- Full-time
- 7 years
- Management
- Inventory management
Quick Apply
Brand Portfolio Manager
Community Coffee Company, L.L.C. —Frisco, TX
- Full-time
- 5 years
- Analysis skills
- Bachelor's degree
- Disability insurance
- Health insurance
Brand Portfolio Manager (Temp)
Community Coffee Company, L.L.C. —Frisco, TX
- Temporary
- 7 years
- Marketing
- Finance
- Disability insurance
- Health insurance
9d
Portfolio Manager
Catalyst Corporate Federal Credit Union —Plano, TX
- Full-time
- Hybrid work
- 3 years
- Finance
- SQL
- Free parking
- AD&D insurance
Quick Apply
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
Commercial Portfolio Manager II
South State Bank —McKinney, TX
- Full-time
- Microsoft Word
- Customer service
- Computer literacy
- On-the-job training
Portfolio Manager
Catalyst Corporate Fede —Plano, TX
- Full-time
- Office
- 3 years
- Finance
- Free parking
- AD&D insurance
Quick Apply
Sr Manager Global Food Excellence, Portfolio & Process
Pizza Hut of America —Plano, TX
- $142,500 - $167,600 a year
- Full-time
- Office
- 8 years
- Analysis skills
10d
Portfolio Strategy Manager
Tolleson Wealth Management —Highland Park, TX
- Background check
- Senior level
- Communication skills
Quick Apply
Commercial Real Estate Portfolio Manager
Equitify Realty —Plano, TX
- $75,000 - $150,000 a year
- Full-time
- Real Estate License
- Business development
- Bachelor's degree
- Professional development assistance
- Flexible schedule
Quick Apply
10d
Portfolio Manager - CBG
Bank of Hope —Dallas, TX
- $145,000 - $165,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
Quick Apply
IT Project Manager, Senior Specialist- Bank and Trust Services Portfolio
Charles Schwab —Southlake, TX
- $83,400 - $123,000 a year
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
6d
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
Credit Portfolio Manager
U.S. Bank National Association —Irving, TX
- $86,360 - $101,600 a year
- Customer service
- Mid-level
- Office
- Paid holidays
- Disability insurance
Commercial Portfolio Manager II
Busey Bank —Dallas, TX
- $98,000 - $127,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Wellness program
Quick Apply
Application Development Manager - Portfolio Management Group
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Office
- SQL
- Bachelor's degree
- Paid holidays
- Health insurance
6d
Senior Manager, Portfolio Delivery & Strategy (Enterprise Platforms Technology)
Capital One —Plano, TX
- Email
- Military
- Office
- 8 years
- Health insurance
Portfolio Marketing Manager
Argon Medical Devices Inc —Plano, TX
- Full-time
- Marketing
- 5 years
- Bachelor's degree

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portfolio manager jobs near frisco tx

Portfolio Strategist

Charles Schwab -
Westlake, TX

Apply Now

Job Details

$105,600 - $250,000 a year
3 days 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 frisco tx

Portfolio Strategist

Sr. Portfolio Manager

Real Estate Portfolio Manager

Brand Portfolio Manager

Brand Portfolio Manager (Temp)

Portfolio Manager

Sr. Director, Insurance Portfolio Management

Commercial Portfolio Manager II

Portfolio Manager

Sr Manager Global Food Excellence, Portfolio & Process

Portfolio Strategy Manager

Commercial Real Estate Portfolio Manager

Portfolio Manager - CBG

IT Project Manager, Senior Specialist- Bank and Trust Services Portfolio

Director, Portfolio Management

Credit Portfolio Manager

Commercial Portfolio Manager II

Application Development Manager - Portfolio Management Group

Senior Manager, Portfolio Delivery & Strategy (Enterprise Platforms Technology)

Portfolio Marketing Manager

I want to receive the latest job alert for portfolio manager in frisco tx

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