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⏰ Full-time

Portfolio Manager, Tax-Exempt Fixed Income SMA

Charles Schwab
Location 📍 Naples, United States
Posted 📅 June 15, 2026
Work Type ⏰ Full-time

Position Overview

**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 Manager on our Tax-Exempt Fixed Income SMA team, you will help drive investment outcomes across a growing separately managed account platform by bringing together market insight, portfolio construction expertise, disciplined risk oversight, and sound investment judgment. This role is central to how we translate municipal market views into scalable portfolio strategies, while balancing customization, compliance, and performance across individual client accounts.

In this role, you will influence decisions across the full investment process—from market anal...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Naples, United States