Fixed Income Portfolio Manager

1 day ago


Phoenix, Arizona, United States Charles Schwab Full time

Schwab Fixed Income Opportunities

The Charles Schwab Corporation is seeking a skilled Advisor Bond Specialist to join our team. In this role, you will be responsible for developing and deepening relationships with our advisors within a specified region. Our specialists work closely with our advisors, providing guidance across their bond portfolios and fixed income needs, with a focus on growing and deepening relationships. Typical advisor interactions range from portfolio analysis and discussions to general bond information and trade execution. You will also have the opportunity to partner with the sales organization to promote our fixed income offering with current advisors and prospects. Key objectives include representing the Schwab brand and promoting our fixed income offering, performing closely within and across a team of Advisor Bond Specialists, providing proactive solutions that meet our advisors' needs, collaborating with business partners to resolve fixed income-related issues, and partnering closely with Relationship Managers and Business Development Officers in our Regional Field offices to promote our fixed income offering. Additionally, you will abide by all industry, corporate, and fixed income policies and procedures, mitigating risk to the firm, our advisors, and their clients.

Requirements and Qualifications

  • Bachelor's degree or equivalent experience
  • Active and valid FINRA Series 7 & 63 required
  • 5+ years of financial services experience, with exposure to fixed income
  • Strong interpersonal and relationship skills, with the ability to establish rapport with advisors, business partners, and peers
  • Strong organizational and time management skills
  • Knowledge of fixed income products, yield curve analysis, convexity, and duration, bond swaps, laddering techniques, and general portfolio analysis
  • Bloomberg experience a plus
  • Minimal travel

What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you will get the tools you need to make a positive difference in the finance industry. 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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