Portfolio Strategist
Your Opportunity
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’llhelp 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 thatsupportsinformed decision making.
In this role,you’llgather relevant facts, clarify transitionobjectives, 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’llpartner 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 yourportfolioconstruction, 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 daysas 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 maintainaccurate 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
What you are good at
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.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.