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.
As part of the marketing organization, we are focused on delivering experiences and communications?that ensure clients get the outcomes they deserve?while we drive the growth of the Schwab brand.
We support?Schwab Retirement Plan Services?(SRPS), a leading provider of retirement plan services for employers and Schwab Stock Plan Services (SPS).? SRPS?and SPS are the choice for employers who want more and who believe they should not have to choose between service, innovation and solutions. We earn clients' trust?everyday by focusing on the unique needs of each?retirement?plan?and every participant. ?Our?approach?helps employees take ownership of their full financial futures. The Senior?Marketing?Manager?will join our?Workplace Marketing and Communications team?in?developing and executing?ongoing Marketing?Communications?Strategies and Plans designed to attract and retain 401K and equity clients. ? This role will create effective marketing initiatives, events, media placements and communications to employers with a focus on growth, new-to-firm assets and driving new client acquisition. This role?will?report to the?Sr Manager, Marketing, Workplace Acquisition Marketing. ?Partnering?closely with?members in the existing 40+ person team?as well as the?SRPS and SPS field,?they will work?to deliver effective communications that engage employers in workplace retirement plans and stock plans?and support their?employees'?broader financial needs. This role is responsible for supporting the B:B marketing and communications needs for the B:B audience within Retirement Plan Services and Stock Plan Services.?
What?you'll do
Partner with the RPS and SPS?business in developing marketing programs to support key business objectives that drive growth.?
Develop and execute direct-to-employer/consultant outreach, driving integration across multiple channels including B:B public websites, paid media advertising, print and other digital, events (industry, in person and virtual).
Facilitate insights and research in support of buyer's journey
Leverage lower-level funnel lead generation activities to address key employer, consultant and prospect pain points and curiosity with engaging and relevant thought leadership content
Continuously evaluate campaigns to optimize and continuously improve acquisition results
Working collaboratively with product teams to develop and execute?prospect?(employer) communications - product launches, new enhancements and additional features/benefits.
Supporting larger events strategy by managing key hospitality initiatives built to drive deeper relationships for the firm
Partner with?Sales teams to manage communications to drive awareness and consideration to kick off the sales funnel.?
Collaborate with Schwab Retail Marketing in managing the corporate employee experience, working closely with Retail Marketing to understand corporate client employees.?
Work closely with Workplace Marketing partners to leverage best practices and new learnings?
Work closely with manager to leverage and enhance an integrated channel platform, including digital and social media
What you're good at
Understanding the prospect journey and how to use marketing to enhance the experience
You enjoy and are experienced in working with agency partners to deliver differentiated marketing, including:
Creative agency management
Research agency management
Marketing campaign strategy, execution and measurement
Advertising, lead generation and paid media
Creating and measuring effectiveness through Key Performance Indicators
Collaborate with Schwab Retail Marketing in managing the corporate employee experience, working closely with Retail Marketing to understand corporate client employees.
Creating and delivering large industry event experiences at scale, guiding the event team and creative agencies on delivering the event vision with full budget oversight across a large organization.
Collaborating with business partners and channel owners to implement marketing programs
Project managing content and creative development
Utilizing marketing automation capabilities to optimize communications
Tracking marketing against business goals to measure success
You enjoy the discipline of developing a marketing strategy?and are experienced in:
Target audience segmentation
Competitive analysis
Message development
Creating and measuring effectiveness through Key Performance Indicators
You have managed key projects, communications and other initiatives that involve cross-functional team collaboration in complex, B:B:C organizations
?Even when a situation presents obstacles, you know how to problem solve and work well with others to overcome challenges
You understand the unique and complex world of supporting B:B clients
You communicate well and effectively
You always look for ways?to improve programs and?make them more effective
You are ok with limited but occasional travel
What you have
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.
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
Bachelor's degree in marketing, related field, or equivalent work experience.
?5-7?years' experience in B:B and B:C product marketing and communications?
Exposure to B:B or B:C marketing environment, with an understanding of meeting multiple audience needs?
Experience in integrated marketing and its channels: email, print advertising, events, etc., including a strong understanding of digital and social media placement?
Current experience with Schwab systems and processes
Exposure to marketing automation platforms, knowledge of Marketo and/or Salesforce helpful
Ability to synthesize data, identify opportunities, make recommendations and create a plan to deliver?experiences that meet the needs of clients
?Demonstrated ability to analyze data and factor those insights into your decisions
Preferred Qualifications
Financial Services industry experience, specifically in retirement plan services and/or workplace benefits?
Advanced degree (e.g. MBA)
Experience in creating customer journeys and designing effective experiences based on them
Understanding of CRM systems, knowledge of Salesforce helpful
Ability to make decisions and progress in?the face?of ambiguity
An approach which is curious, inquisitive, analytical,?proactive?and solutions-oriented
An orientation which is high-energy, positive, entrepreneurial in spirit while?goal-oriented and results-driven
Ability to talk and present "up and down" the organization from SVPs to new-to-the-workforce colleagues
Ability to be a self-starter and work independently?
An approach that brings solution options to the table, not just barriers/challenges
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll 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
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. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
