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Marketing strategist Jobs in Austin, TX

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Marketing strategist • austin tx

Last updated: 1 day ago

Portfolio Strategist

Charles Schwab Inc.Austin, TX, United States
Full-time

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... Show more

Investment Strategist (Product Management)

Dimensional Fund AdvisorsAustin, TX, United States
Full-time

Investment Solutions Product Manager.Dimensional's Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to ... Show more

AI Strategist (ATL)

FurtherAustin, TX, United States
Full-time

This is a rare opportunity to sit at the intersection of business strategy and cutting-edge AI, without being pigeonholed into either.You're not just advising on technology; you're shaping how majo... Show more

Performance Marketing Strategist

DDMRAustin, TX, United States
Full-time

Performance Marketing Strategist.You will implement comprehensive ROI-focused B2B and B2C marketing strategies that span the channel gamut.Your job is to drive growth across our two business lines.... Show more

Senior Meta Strategist

Clients Blackbox, Inc.Austin, TX, US
Remote
Full-time
Quick Apply

Clients Blackbox is a performance marketing agency that specializes in Meta advertising for Registered Investment Advisors.We help financial advisors grow their practices by generating qualified ap... Show more

Marketing

TradeJobsWorkforce78758 Austin, TX, US
Full-time

Essential Duties and Responsibilities Collaborate with Finance, Sales and Operations departments to forecast product revenues Develop and implement marketing plans for new and existing products Ma... Show more

 • Promoted

Creative Strategist, Growth

Meds.comAustin, TX, United States
Full-time

Our mission is to better patients' lives through innovative healthcare solutions.With a team of 300 professionals across various specialties, we've built scalable pharmacy, telemedicine, and e-comm... Show more

AI Customer Strategist

OptimizelyAustin, TX, United States
Full-time

We're not here to add to the noise.We're here to cut through it- with AI that actually works for marketers.From AI-powered content creation to world-class CMS and the industry's most trusted experi... Show more

Marketing Coordinator, Marketing

CobbFendleyAustin, TX, United States
Full-time

Since 1980, CobbFendley has been committed to providing innovative engineering and surveying solutions with the goal of bettering communities.Our multi-discipline approach allows for the efficient ... Show more

Lead Creative Strategist

Launch PotatoAustin, TX, United States
Full-time

Austin, TX (remote); Dallas, TX (remote); Oklahoma City, OK (remote).Launch Potato is a profitable digital media company that reaches over 30M+ monthly visitors through brands such as FinanceBuzz, ... Show more

Principal Support Operations Strategist

Q2Austin, TX, United States
Full-time

Principal Support Operations Specialist.Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.Our mission i... Show more

Paid Media Strategist

OptimalAustin, TX, US
Full-time
Quick Apply

About The Role Optimal is looking for a Paid Media Strategist with 2+ years of hands-on experience managing paid search and social media advertising campaigns on Google, Facebook, Amazon and other ... Show more

Media Relations Strategist

ForcepointAustin, TX, United States
$90,000.00 yearly
Full-time

Forcepoint simplifies security for global businesses and governments.Forcepoint's all-in-one, truly cloud-native platform makes it easy to adopt Zero Trust and prevent the theft or loss of sensitiv... Show more

Senior CRM Strategist

VMLY&RAustin, TX, United States
Full-time

WPP Enterprise Solutions designs, builds, and operates the growth systems that competitive businesses rely on.In a world where Al is reshaping how companies drive growth, we lead clients in busines... Show more

Sales & Marketing Technology Strategist

SHIAustin, TX, United States
$90,000.00 yearly
Full-time

Sales & Marketing Technology Strategist.The Sales & Marketing Technology Strategist supports the design, execution, and ongoing management of SHI's sales and marketing technology ecosystem.Operatin... Show more

Marketing Director and Strategist

PET KING BRANDS, INC.Austin, TX, US
Full-time
Quick Apply

Role Description This is a full-time hybrid role for a Director of Strategic Marketing, based in Austin, TX, with partial work-from-home flexibility.This role is responsible for leading the plannin... Show more

Private Business Strategist

PNCAustin, TX, United States
Full-time

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ... Show more

Deployment Strategist (USA)

Unit8 SAAustin, TX, US
$100,000.00 yearly
Remote
Full-time
Quick Apply

Unit8, founded in 2017, is a high-tech, dynamic Swiss leader in AI and data analytics consulting, renowned for solving complex challenges in traditional industries such as automotive, chemical, fin... Show more

Creative Strategist (Performance Marketing) Remote in Austin Texas

PetLabCo.Austin, Texas, US
$75,000.00 yearly
Remote
Full-time
Quick Apply

Creative Strategist (Performance Marketing).This is a remote position, but candidates must be based in the Austin metropolitan area or near by to support regular in-person collaboration with collea... Show more

SEO/AEO Strategist

uShipAustin, TX, US
$75,000.00 yearly
Full-time
Quick Apply

SEO/AEO Strategist As our SEO/AEO Strategist, you'll be the in-house expert who owns our entire search visibility program — from technical SEO and content strategy to the emerging frontier of... Show more

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Portfolio Strategist

Portfolio Strategist

Charles Schwab Inc.Austin, TX, United States
15 days ago
Job type
  • Full-time
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.