Top 59 Portfolio manager Jobs in Keller, 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
9h
Portfolio Manager
Texas Capital Bank —Fort Worth, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Wellness program
- Paid holidays
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
Portfolio Community Manager
Associa —North Richland Hills, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
4d
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
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
GTP Treasury Portfolio Manager
East West Bank —Dallas, TX
- $85,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Opportunities for advancement
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
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 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
Senior Portfolio Advisor
Northern Trust Corp. —Fort Worth, TX
- Full-time
- 8 years
- Accounting
- Senior level
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
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 Management Compliance Associate
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Paid holidays
- Health insurance
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
Portfolio Manager (Commercial Lending) – Arlington, TX
Amegy Bank —Arlington, TX
- Mid-level
- Office
- Finance
- Profit sharing
- Paid training
Technical Program Manager, AI Enablement, Supply Strategy and Portfolio Planning
Google —Addison, TX
- $163,000 - $237,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Paid holidays
- Disability insurance
Technical Program Manager III, Machine Learning Portfolio, Cloud Networking
Google —Addison, TX
- $163,000 - $237,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Continuous improvement

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portfolio manager jobs near keller, tx

Portfolio Strategist

Charles Schwab -
Westlake, TX

Apply Now

Job Details

$105,600 - $250,000 a year
9 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 keller, tx

Portfolio Strategist

Portfolio Manager

Sr. Director, Insurance Portfolio Management

Portfolio Community Manager

Director, Portfolio Management

Managing Director & Head of Portfolio and Project Management

GTP Treasury Portfolio Manager

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

Senior IT Project Management- Client Trader Portfolio

Portfolio Community Manager

Commercial Loan Portfolio Manager - I

Senior Portfolio Advisor

Ground Support Equipment Lease Portfolio Manager

National Security Portfolio Manager

Portfolio Manager - Advanced Connector Termination Technologies (ACTT)

Portfolio Management Compliance Associate

Portfolio Manager, Inventory Finance

Portfolio Manager (Commercial Lending) – Arlington, TX

Technical Program Manager, AI Enablement, Supply Strategy and Portfolio Planning

Technical Program Manager III, Machine Learning Portfolio, Cloud Networking

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

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