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Chartered Management Jobs (NOW HIRING)

The Clemson University Foundation, chartered in 1933, is an independent, not-for-profit 501(c)(3) ... We manage and disburse assets prudently within a policy that encourages the enhancement of the ...

In this role, you will assist the Planned Projects Project Manager with planning, managing, installing, and closing-out chartered Unmanned Systems (UxS) and Counter Unmanned System (C-UxS) projects.

Wealth Management Advisor Advisors at TIAA spend their time deepening relationships with an ... Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute; If you do not have ...

Min 8+ years of experience in program management and/or related technical role. * Leading a cross functional core team chartered with the definition of & readiness to execute Quote to Cash functions ...

Min 8+ years of experience in program management and/or related technical role. * Leading a cross functional core team chartered with the definition of & readiness to execute Quote to Cash functions ...

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Chartered Management information

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$26.5K

$115.4K

$223.5K

How much do chartered management jobs pay per year?

As of Sep 14, 2026, the average yearly pay for chartered management in the United States is $115,406.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,000.00 and $150,000.00 per year, depending on experience, location, and employer.

What are popular job titles for Chartered Management?

Popular job titles for Chartered Management:

Infographic showing various Chartered Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $115,406 per year, or $55.5 per hour.

Portfolio Strategy Manager

Dallas, TX โ€ข On-site

Tolleson Wealth Management
Finance and Insuranceย โ€ขย 51 - 200 employees

Full-time

Posted 27 days ago


Job description

DUTIES and RESPONSIBILITIES:

  • Partners with Lead Advisor and collaborates with the rest of the engagement team to provide a superior client experience
  • Responsible for all client investment related matters
  • Develop portfolio allocation strategies for client family and related entities
  • Integrate with the Investment Team to maintain a deep understanding of Tolleson Wealth Management portfolio options and investment managers
  • Respond to client directed questions on investment portfolio, capital markets, private equity investments, etc.
  • Monitor performance relative to client goals and ability to communicate over or under performance related to such
  • Draft Investment Policy Statements (private wealth and trust)
  • Create and submit Reallocations and Trades
  • Execute individual stock and options trades strategies
  • Manage portfolio cash levels
  • Present investment updates in client or prospect meetings
  • Prepare a review of outside client portfolios and manage the transition of new clients to the Tolleson investment platform
  • Meet all trading and cash raise deadlines
  • Perform other duties and responsibilities as requested.

MINIMUM POSITION REQUIREMENTS:

  • Significant progress toward Chartered Financial Analyst (CFA) preferred. Other relevant investment industry certifications (CIMA, CFP) and demonstrated experience advising clients and managing investment portfolios may also be considered
  • 5-10 years in investment related position
  • Experience in private wealth and non-profit portfolio management and construction
  • Strong understanding of the financial markets and various asset classes
  • Strong understanding of private markets
  • Strong understanding of tax implications of various types of investments

OTHER ESSENTIAL CANDIDATE TRAITS:

  • Excellent written and verbal communication skills
  • Proactive and highly responsive to client inquiries
  • Experience in a goals-based approach a plus
  • Experience with Bloomberg, Caissia, Morningstar, eMoney, Tamarac, etc. a plus
  • Must consent to and have favorable consumer report and background check