Top 1140 Senior portfolio Jobs in Phoenix, Az

Senior Fixed Income Specialist
Charles Schwab —Phoenix, AZ
- $28.85 - $44.71 an hour
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
Menu Manager
Author & Edit Hospitality —Phoenix, AZ
- Full-time
- Office
- US work authorization
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Senior Marketing Designer
Axon —Scottsdale, AZ
- Email
- Hybrid work
- Management
- 5 years
- Office
- Paid parental leave
- Health insurance
Quick Apply
Graphic Designer, Premium Experiences and Brand
Arizona Cardinals Football Club —Tempe, AZ
- Weekends as needed
- Background check
- Hospitality
- Microsoft Excel
- Paid holidays
- Dental insurance
Quick Apply
Compliance Manager
ROERS COMPANIES —Phoenix, AZ
- $93,100 - $122,500 a year
- Full-time
- High school diploma or GED
- Criminal background check
- US work authorization
- Health savings account
- AD&D insurance
Quick Apply
11d
Art Department - Production Graphic Design
Sportex Apparel of Arizona, Inc —Tempe, AZ
- Full-time
- Experience equivalent to degree accepted
- 1 year
- Associate's degree
Senior Community Giving Specialist
Dutch Bros Coffee —Tempe, AZ
- Full-time
- Marketing
- Bachelor of Science
- Office
Management Assistant - West Zone
Siemens Healthineers —Phoenix, AZ
- $62,470 - $85,899 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Disability insurance
- Health insurance
Senior Clinical Data Management (IIT Portfolio)
HonorHealth —Scottsdale, AZ
- Full-time
- Office
- Master's degree
- Bachelor's degree
Senior Manager Content Editor
Choice Hotels —Scottsdale, AZ
- $123,663 - $146,000 a year
- Full-time
- Marketing
- 5 years
- Travel
- Paid jury duty
- Paid holidays
Talent Management Architect
Resideo —Scottsdale, AZ
- $120,145.45 - $179,250.91 a year
- Full-time
- Hybrid work
- System design
- 8 years
- Continuous improvement
Manager, Quality Skin Care
Skin Health Group —Scottsdale, AZ
- $109,600 - $155,000 a year
- Hybrid work
- 5 years
- Engineering
- Senior level
- Profit sharing
- Paid parental leave
Associate Creative Director, Design
Gen Digital Inc. —Tempe, AZ
- $150,000 - $176,000 a year
- Full-time
- Hybrid work
- Senior level
Quick Apply
Portfolio Advisor
Northern Trust Corp. —Phoenix, AZ
- Full-time
- 8 years
- Accounting
- US work authorization
Director, Global Project Management and Customer Implementation (Remote)
APL Logistics —Scottsdale, AZ
- Full-time
- Remote
- Agile
- Senior level
- Commercial
7d
Sr. Director Engagement Leader
Edward Jones —Tempe, AZ
- $172,800 - $294,100 a year
- Full-time
- 6 years
- Master's degree
- Product management
- Profit sharing
- Health savings account
Senior Director of Development, ASU Health-Corporate Partnerships
ASU Foundation —Tempe, AZ
- Full-time
- Research
- Bachelor's degree
- Senior level
- Health insurance
- Dental insurance
Digital & Print Designer
Tilladelse —Scottsdale, AZ
- $60,000 - $70,000 a year
- Full-time
- Mid-level
- Project management
- Organizational skills
- 401(k)
- Paid time off
Quick Apply
7d
Product Sales Manager (Academic Library)
Clarivate —Phoenix, AZ
- $88,000 - $105,000 a year
- Full-time
- Remote
- 5 years
- Business development
- Bachelor's degree
Sr. Manager - Clinical Change Adoption & Readiness
CVS Health —Scottsdale, AZ
- $67,900 - $182,549 a year
- Full-time
- Hybrid work
- 7 years
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance

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senior portfolio jobs near phoenix, az

Senior Fixed Income Specialist

Charles Schwab -
Phoenix, AZ

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Job Details

$28.85 - $44.71 an hour

Benefits

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

Qualifications

De-escalation techniques
Conflict de-escalation
Managing clients in a customer support role
Series 7
Investment client management
Financial concepts
FINRA License
Risk assessment
Relationship building in financial sales
Consultative selling

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 Senior Specialist in Fixed Income Service, you will support clients in making informed investment decisions by providing guidance, education, and solutions across fixed income products. In this role, you will handle inbound client calls, provide consultative support for clients aligned to their goals, and execute a combination of solicited and unsolicited fixed income trades for clients. You provide expertise on fixed income investments including U.S. Treasuries, certificates of deposits, municipal bonds, corporate bonds, government agency bonds, and preferred securities. This position is ideal for someone who thrives in a fast-paced, client-focused environment, and brings a strong growth mindset motivated by continuous learning and professional development.

What you have

Required Qualifications:

Consultative Communication: Ability to explain complex financial concepts clearly and build trust with clients
Problem Solving: Proven ability to resolve challenging client situations and de-escalate when necessary, using empathy, active listening, and professionalism
Critical Thinking: Ability to evaluate client needs, assess risk, and identify appropriate solutions
Coachability: Demonstrates openness to feedback, learning agility, and a commitment to continuous improvement

Additional Requirements:

Active FINRA Series 7 license
Active FINRA Series 63 or 66 license
Experience interacting with clients in a proactive, consultative service environment
Strong time management, attention to detail, and risk awareness when executing trades

Preferred qualifications:

Bachelor’s Degree or equivalent professional experience
Experience with fixed income products (Treasuries, Municipals, Corporates, CDs, ETFs, etc.)
Ability to conduct portfolio-related or investment planning conversations
Experience working in a collaborative, team-based environment

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

senior portfolio jobs in phoenix, az

Senior Fixed Income Specialist

Menu Manager

Senior Marketing Designer

Graphic Designer, Premium Experiences and Brand

Compliance Manager

Art Department - Production Graphic Design

Senior Community Giving Specialist

Management Assistant - West Zone

Senior Clinical Data Management (IIT Portfolio)

Senior Manager Content Editor

Talent Management Architect

Manager, Quality Skin Care

Associate Creative Director, Design

Portfolio Advisor

Director, Global Project Management and Customer Implementation (Remote)

Sr. Director Engagement Leader

Senior Director of Development, ASU Health-Corporate Partnerships

Digital & Print Designer

Product Sales Manager (Academic Library)

Sr. Manager - Clinical Change Adoption & Readiness

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