Strategist (Finance)
Charles Schwab Careers
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. 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. 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.
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.
- Familiarity with Salesforce, portfolio analysis tools, managed account platforms, or related investment technology.
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.
- In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Our Hybrid Work and Flexibility (/hybrid-work) 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.
401(k) with company match and Employee stock purchase plan
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Strategist (Finance) in Austin, TX vacancy
- ...TREW is looking for a Brand Strategist who can help technical companies tell a clearer story, stand apart from competitors, and build... ...strategic lead on assigned client engagements Manage a small portfolio of client accounts, providing ongoing strategic guidance, identifying...SuggestedRemote work
TREW Marketing
Austin, TX1 day ago - ...Charles Schwab seeks a Portfolio Strategist on the Portfolio Transition Services team to help clients understand tax, risk, cost, and portfolio considerations when transitioning holdings into managed strategies. You will analyze trade-offs, tax implications, and transition...Suggested
Charles Schwab
Austin, TX20 hours ago - ...our clients. If this sounds exciting to you, let's chat! AI Strategist This is a rare opportunity to sit at the intersection of business... ...and invest in AI. From day one, you'll be working across a portfolio of marquee brands, helping them move from curiosity to...Suggested
Further
Austin, TX11 days ago - ...experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. Private Wealth Strategist The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with UHNW individuals and families to...SuggestedPrivate practiceWork at officeShift workDay shift
Bank of America
Austin, TX3 days ago - Overview Paid Search Strategist on our Digital Advertising team and step into a leadership opportunity where you’ll supervise a team of 4-5 paid search specialists, oversee campaign excellence, and play a crucial role in keeping our paid search programs running smoothly...Suggested
- A leading design firm in Austin, Texas, is looking for a Sustainable Design Advisor I to assess sustainability across various projects focusing on water, energy, and carbon analysis. This role supports project teams with LEED and other rating systems while ensuring effective...
Perkins & Will
Austin, TX1 day ago - LPL Financial in Austin, TX seeks a Transition Support Partner to lead advisor transitions across business lines. You will act as the subject matter expert on LPL technology, processes, and best practices, providing training tailored to each advisor’s needs and ensuring...Full time
LPL Financial
Austin, TX9 hours ago - Optimal is seeking a Digital Public Relations Strategist in Austin, Texas. This role involves developing PR strategies and securing press coverage for clients while building strong media relationships. The ideal candidate should possess a Bachelor's degree in marketing...Flexible hours
- AI Strategist Linkt · Austin, TX (hybrid) · Full-time About Linkt Linkt is an AI deployment company based in Austin. We embed senior engineers directly inside client organizations — from PE-backed platforms to national enterprise brands — to build and ship production AI...Price workFull timeRelocation
- ...enforcing automatically. AI moves fast. Forcepoint moves first. About the Role Forcepoint is hiring a sharp, driven Media Relations Strategist to join our Corporate Communications team, a career path with purpose at a global leader in AI Data Security. This role brings...
- ...of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Austin, TX. PNC is an in-office company that fosters a supportive...Full timeTemporary workPart timeWork experience placementWork at office
- ...and thrivewithin a dynamic agency environment, then we would love to hear from you. What will your day look like? As a Senior CRM Strategist, you will: Beworking in a smaller client strategy team as part of a broader and growing Experience Strategy team at VML MAP with...Work at office
- ...-of-the-art solutions that enhance maritime operations through autonomous and intelligent platforms. Role Overview: The Digital Strategist will own the development and execution of Saronic’s digital content strategy across social platforms and web. This role will drive...Permanent employmentTemporary workWork at office
- ...of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Austin, TX. PNC is an in-office company that fosters a supportive...Full timeTemporary workPart timeWork experience placementWork at office
- A fast growing AI company is looking for a Deployment Strategist to lead the successful rollout of cutting-edge AI systems directly inside major manufacturing environments. If you enjoy work that blends product, strategy, engineering, and hands-on customer interaction,...Work at office
$200k - $220k
Deployment Strategist - Seekr Deployment Strategist focuses on leveraging data for practical, real‑world impact. Customers approach Seekr with the instinct that optimizing their data is key to identifying lost revenue, protecting troops, producing high‑quality goods, or...Full timeRemote workFlexible hours$102k - $120k
...metrics. It is about owning outcomes. As a Principal Digital Strategist, you sit at the intersection of revenue, strategy, and... ...Will Own Revenue strategy and performance outcomes across a portfolio of mid-market and enterprise clients Strategic direction across...Work at officeImmediate startMonday to FridayFlexible hours- ...Job Description Job Description About The Role Optimal is looking for a Paid Media Strategist with 2+ years of hands-on experience managing paid search and social media advertising campaigns on Google, Facebook, Amazon and other paid media channels. The right candidate...Work experience placementInternshipWork at officeWork from homeMonday to FridayAfternoon shift2 days per week3 days per week
Optimal
Austin, TX16 days ago - ...are motivated to help grow and elevate the communities we serve. THE ROLE: FloSports is currently looking for an Ad Sales Strategist to work within our sales & partnerships division developing custom, 360 programs for the company ’s advertising partners. This...Temporary workWork at officeImmediate startFlexible hours
FloSports, Inc.
Austin, TX13 days ago - ...innovation and ready to make an impact at scale, we’d love to hear from you. What you’ll do We are looking for an AI Deployment Strategist to join our growing team. In this role, you will work directly with customers to design, build, and deploy AI-powered planning...
Pigment
Austin, TX24 days ago $8,000 per month
...Talarico for Texas is building a movement to take back power for working people. The campaign is seeking a full-time Latino Media Strategist to support the communications team in driving James’ message by responding to breaking developments in the press. This is not an...Full timeTalarico for Texas
Austin, TX8 days ago- A leading investment firm is seeking a Senior Associate in Austin, Texas, to spearhead relationship management and sales activities directly with financial advisors. The ideal candidate will have over 5 years of experience in the Financial Services industry, with strong...
- ...position, applying now means you'll be added to our talent pool—so when the right opportunity opens up, you'll be first in line. The Strategist plays a crucial role in developing and steering the strategic direction of client projects and campaigns, ensuring that they not...Full timeImmediate startShift work
- ...applying now means you'll be added to our talent pool—so when the right opportunity opens up, you'll be first in line. The Senior Strategist plays a critical leadership role in defining and driving the strategic vision for our clients. This position shapes the thinking...Full timeImmediate startShift work
$75k - $90k
...SEO/AEO Strategist As our SEO/AEO Strategist, you'll be the in-house expert who owns our entire search visibility program — from technical SEO and content strategy to the emerging frontier of AI-powered search. Working closely with the Growth Marketing Manager and...Full timeFor contractorsH1bWork at officeLocal areaRemote workHome office- ...proactively looking to improve with innovative ideas but are also relentless at following through. As a Digital Public Relations Strategist for Optimal, you are responsible for securing high-quality press coverage for clients that also result in backlinks from high...InternshipWork at officeWork from homeMonday to FridayAfternoon shift2 days per week3 days per week
$9,000 per month
...Talarico for Texas is building a people-powered movement to take back power for working Texans. We are seeking a Digital Platforms Strategist to set and oversee execution of platform strategy across the campaign's social media presence, driving innovative approaches....Shift workNight shiftWeekend work$239k - $278.75k
Palo Alto Networks, Inc. is seeking a Principal Architect to serve as a trusted advisor in cybersecurity. This remote role involves strategic engagement with clients to enhance security strategies through innovative solutions. You will lead cross-functional teams, driving...Remote workPalo Alto Networks, Inc.
Austin, TX1 day ago- A leading human resources consulting firm in Austin seeks a passionate Consultant to shape organizational strategies and enhance workforce effectiveness. In this full-time, on-site role, you will analyze client needs, develop tailored HR solutions, and facilitate workshops...Full timeWork at office
$80k
...former journalists, communicators, marketers, creative experts and more. The Role: A Reputation Management Team Leader & Lead Strategist at RMC will be a proactive client focused leader building impactful strategies, providing unsurpassed client relations and...Remote jobFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategist (Finance). Be the first to apply!
Related searches