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Wealth Management Financial Consultant Corporate Finance Financial Manager

Senior Direct Indexing Portfolio Manager

Job in Oakland, Alameda County, California, 94616, USA
Listing for: Vanguard
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Corporate Finance, Financial Manager
  • Management
    Wealth Management, Financial Manager
Salary/Wage Range or Industry Benchmark: 120000 - 210000 USD Yearly USD 120000.00 210000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in California is seeking an experienced professional to oversee direct indexing trading activities. This role requires managing portfolios, collaborating with investment advisors, and analyzing complex financial data. Ideal candidates have eight years in Financial Services, an undergraduate degree, and preferably hold a CFA or CFP. The position offers a competitive salary range from $120,000 to $210,000 and operates under a hybrid work model.
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Position Requirements
10+ Years work experience
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