Top 153 Investment manager Jobs in San Jose Ca

Sr. Manager, Wealth Advisor – Schwab Wealth Advisory
Charles Schwab —Campbell, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
3d
Relationship Manager , Funds
ICICI Bank New York —Sunnyvale, CA
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health insurance
Quick Apply
Relationship Manager I
City National Bank —Pleasanton, CA
- $65,296 - $104,304 a year
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance
Assistant National Account Portfolio Manager - Security
GardaWorld Security Services U.S. —San Jose, CA
- $110,000 a year
- Full-time
- Microsoft Outlook
- Up to 50% travel
- 5 years
- Paid holidays
- Disability insurance
Quick Apply
Venture Investment Manager
Advanced Micro Devices, Inc —Santa Clara, CA
- Hybrid work
- Finance
- Analysis skills
- Senior level
Investment Consultant - Relationship Manager
Morgan Stanley —Menlo Park, CA
- $68,000 - $120,000 a year
- Full-time
- 5 years
- Office
- Business development
Patent Portfolio Manager
Apple —Cupertino, CA
- $204,700 - $307,700 a year
- Bachelor of Science
- 3 years
- Analysis skills
- Employee stock purchase plan
- Health insurance
Manager, Data Center Investment and Partnerships
Meta —Menlo Park, CA
- $170,000 - $238,000 a year
- 5 years
- Finance
- Analysis skills
Senior Portfolio Manager
Mechanics Bank —Palo Alto, CA
- $165,000 - $220,000 a year
- Full-time
- 7 years
- Writing skills
- Research
- Free parking
- Commuter assistance
Investment Portfolio Manager, Real Estate Workplace Services
Google —Sunnyvale, CA
- $204,000 - $285,000 a year
- Full-time
- 5 years
- Data analysis skills
- Finance
Portfolio Manager - Hybrid
Stryker —Fremont, CA
- $116,100 - $193,400 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Health savings account
- AD&D insurance
Manager, Industry Solutions, Investment Wealth Management
Deloitte —San Jose, CA
- $155,600 - $306,800 a year
- Full-time
- 6 years
- Up to 50% travel
- Salesforce
Finance Manager
Figure —San Jose, CA
- $200,000 - $260,000 a year
- Full-time
- 5 years
- Office
- SQL
Quick Apply
Manager, Strategic Finance, FP&A
Predactiv —Palo Alto, CA
- $150,000 - $180,000 a year
- Full-time
- Remote
- CPA
- Office
- Finance
Quick Apply
Finance Transformation Program Manager
Apple —Cupertino, CA
- $186,200 - $280,300 a year
- 7 years
- Bachelor of Science
- SQL
- Employee stock purchase plan
- Health insurance
Investment Banking Manager
Accenture —Mountain View, CA
- $87,400 - $293,800 a year
- Full-time
- 7 years
- Bachelor's degree
- Mentoring
- Paid holidays
- Disability insurance
Senior Portfolio Manager - Hybrid
Stryker —Fremont, CA
- $102,600 - $222,300 a year
- Full-time
- 6 years
- Bachelor's degree
- Senior level
- Health savings account
- AD&D insurance
9d
Start Fund Investment Lead
VC Lab —Palo Alto, CA
- Remote
- Mid-level
Wealth Relationship Manager SAFE Act
Citi —San Jose, CA
- $88 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Disability insurance
Portfolio & Program Management Office (PMO) Lead - Finance Transformation
Apple —Cupertino, CA
- $186,200 - $280,300 a year
- Weekends as needed
- 5 years
- Finance
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
9d

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Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Charles Schwab -
Campbell, CA

Apply Now

Job Details

$168,000 - $228,000 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

Tax planning
Customer relationship building
Coaching
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Financial goal setting advisory services
Experience practicing in the securities industry
Escalation handling
Scenario analysis

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

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 locations.

What you have

Required Qualifications

Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

In addition to the salary range, this role is also 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

investment manager jobs in san jose ca

Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Relationship Manager , Funds

Relationship Manager I

Assistant National Account Portfolio Manager - Security

Venture Investment Manager

Investment Consultant - Relationship Manager

Patent Portfolio Manager

Manager, Data Center Investment and Partnerships

Senior Portfolio Manager

Investment Portfolio Manager, Real Estate Workplace Services

Portfolio Manager - Hybrid

Manager, Industry Solutions, Investment Wealth Management

Finance Manager

Manager, Strategic Finance, FP&A

Finance Transformation Program Manager

Investment Banking Manager

Senior Portfolio Manager - Hybrid

Start Fund Investment Lead

Wealth Relationship Manager SAFE Act

Portfolio & Program Management Office (PMO) Lead - Finance Transformation

I want to receive the latest job alert for investment manager in san jose ca

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