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Director Portfolio Strategist Jobs (NOW HIRING)

Charles Schwab

Portfolio Strategist

Westlake, TX

$116K - $150K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

Charles Schwab

Portfolio Strategist

Orlando, FL · On-site

$105K - $250K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

Charles Schwab

Portfolio Strategist

Lone Tree, CO · On-site

$105K - $250K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

Charles Schwab Careers

Portfolio Strategist

Orlando, FL · On-site

$113K - $146K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

New

Charles Schwab Careers

Portfolio Strategist

San Francisco, CA · On-site

$143K - $185K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

New

Charles Schwab

Portfolio Strategist

Westlake, TX · On-site

$105K - $250K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

Charles Schwab Careers

Portfolio Strategist

San Francisco, CA · On-site

$143K - $185K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

New

Charles Schwab Careers

Portfolio Strategist

Westlake, TX · On-site

$116K - $150K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

New

Charles Schwab Careers

Portfolio Strategist

Orlando, FL · On-site

$113K - $146K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

New

Marsh McLennan

Director, Portfolio Strategy & Private Markets What can you expect: This is a fantastic opportunity to join a collaborative investment team where custom portfolio management and private markets ...

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Director Portfolio Strategist information

See salary details

$97.5K

$142.5K

$194.5K

How much do director portfolio strategist jobs pay per year?

As of Sep 7, 2026, the average yearly pay for director portfolio strategist in the United States is $142,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $107,000.00 and $176,000.00 per year, depending on experience, location, and employer.

What is a director portfolio strategist?

A Director Portfolio Strategist is a senior professional responsible for developing and overseeing investment strategies for a portfolio of assets or client accounts. They analyze market trends, assess risks, and align portfolio management with the organization's financial goals. Directors in this role also collaborate with investment teams, present recommendations to stakeholders, and ensure that portfolios are optimized for performance and compliance. Their expertise is crucial in driving long-term value and managing complex investment scenarios.

What are the key skills and qualifications needed to thrive as a director portfolio strategist?

To thrive as a Director Portfolio Strategist, you need a strong background in financial analysis, investment strategies, and portfolio management, typically supported by a degree in finance or a related field and often a CFA or MBA. Expertise in analytics platforms, portfolio management systems, and financial modeling tools is highly valued. Strategic thinking, leadership, and effective communication are essential soft skills for driving results and influencing stakeholders. These skills ensure the ability to optimize investment portfolios, make data-driven decisions, and align strategies with organizational goals.

How does a director portfolio strategist typically collaborate with cross-functional teams to drive portfolio success?

A Director Portfolio Strategist works closely with product managers, finance, marketing, and executive leadership to align portfolio decisions with overall business objectives. They facilitate regular strategy sessions, provide data-driven insights, and ensure that resource allocation supports both short- and long-term goals. Effective collaboration often involves leading portfolio review meetings, balancing competing priorities, and integrating feedback from various departments to optimize the portfolio’s performance. This collaborative approach is essential for adapting to market changes and achieving sustained growth.

What is the difference between Director Portfolio Strategist vs Portfolio Manager?

AspectDirector Portfolio StrategistPortfolio Manager
CredentialsOften requires advanced degrees (MBA, CFA)Typically holds CFA or similar certifications
Work EnvironmentStrategic planning, high-level decision makingDay-to-day portfolio management and client interaction
Industry UsageUsed in investment firms, asset managementCommon in investment firms, banks, and financial institutions
Search IntentFocus on strategic roles, high-level planningFocus on managing specific portfolios, client results

The main difference is that the Director Portfolio Strategist focuses on high-level strategic planning and long-term investment strategies, while the Portfolio Manager handles the day-to-day management of investment portfolios and client interactions. Both roles require similar credentials but differ in scope and responsibilities.

More about Director Portfolio Strategist jobs

What cities are hiring for Director Portfolio Strategist jobs?

Cities with the most Director Portfolio Strategist job openings:

What are the most commonly searched types of Portfolio Strategist jobs?

The most popular types of Portfolio Strategist jobs are:

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Director Portfolio Strategist jobs near you
Infographic showing various Director Portfolio Strategist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $142,462 per year, or $68.5 per hour.

Portfolio Strategist

Charles Schwab

Westlake, TX

$116K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 7 days ago

Job description

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’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. This client-facing role combines investment knowledge, analytical thinking, and clear communication to deliver advice to clients that supports informed decision making. 

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. You’ll partner 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 your portfolio construction, 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 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.


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

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