Fixed Income Strategist

5 days ago


Phoenix, Arizona, United States Charles Schwab Full time

Drive Growth and Innovation in Fixed Income

As a key member of the Advisor Services Fixed Income team at Charles Schwab, you will play a critical role in driving the growth and innovation of our fixed income offerings. With over $145 billion in Fixed Income assets, an industry-leading product platform, and a large team of sales and service professionals, this team is poised for continued success.

Key responsibilities will include:

  • Representing the Schwab brand and promoting our fixed income offerings
  • Partnering closely with Relationship Managers and Business Development Officers in our Regional Field offices to promote our fixed income offerings
  • Abiding by all industry, corporate, and fixed income policies and procedures; mitigating risk to the firm, our advisors, and their clients

Requirements include:

  • Bachelor's degree or equivalent experience
  • 5+ years of financial services experience, with exposure to fixed income, yield curve analysis, convexity, and duration, bond swaps, laddering techniques, and general portfolio analysis

Benefits include:

  • 401(k) with company match and Employee stock purchase plan
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Charles Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.



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