Your opportunity
At Schwab, we believe the best long-term growth strategy is one that puts clients first.
Within the Workplace Marketing organization, the Retail Engagement Marketing team delivers integrated, data-driven marketing experiences that help Workplace participants-individual investors in employer-sponsored retirement or equity compensation plans-see Schwab as their primary financial partner for life.
The Sr. Manager, Retention Marketing is a senior, highly visible individual contributor who owns end-to-end strategy and delivery for retaining participant assets at Schwab. This role drives rollover engagement across key lifecycle moments and influences outcomes across a complex, matrixed organization.
Who we are
Workplace Participant Marketing creates compelling, educational, needs-based experiences that introduce participants to the full value of Schwab's offers, build trust, and inspire deeper relationships. We partner across marketing, product, sales, client experience, and compliance teams to deliver integrated, end-to-end participant journeys that support participant outcomes and enterprise growth.
The role
In this role, you will lead strategy, planning, and optimization for programs that retain assets at Schwab and drive rollover activity across key participant lifecycle moments.
You will define both the "what" and the "how," chart new paths where none exist, and serve as a strategic thought partner to business and marketing leaders. Success requires comfort operating in gray areas, influencing without authority, and balancing strategic vision with hands-on execution.
What you'll do
Own and evolve asset retention marketing strategy
Own end-to-end strategy and execution to retain assets at Schwab across retirement plan and equity compensation plan experiences, with clear accountability for outcomes
Lead the marketing approach for retirement plan participants who have left their employer but still have assets in their plan account-driving retention at Schwab through integrated, lifecycle-based engagement
Set direction for retirement plan and equity compensation plan deconversion communications, partnering closely with Relationship Management, Participant Engagement, and Client Experience
Chart and refine rollover strategies across the participant lifecycle, identifying new opportunities, testing approaches, and scaling what works
Identify opportunities to collaborate and ensure alignment with Retail partners
Serve as B2C marketing lead for expedited communications
Serve as the Workplace B2C marketing point of contact during periods of market stress, partnering with business leaders to activate timely, compliant participant communications
Maintain and continuously improve the Workplace expedited communications playbook in alignment with business and communications partners
Influence and communicate at a senior level
Present strategy, performance, and recommendations to marketing and business leadership, clearly articulating trade-offs, risks, and opportunities
Build credibility as a go-to expert for asset retention and rollover marketing across Workplace and Retail partners
Drive measurement, accountability, and optimization
Define success metrics and own KPI development, tracking, and storytelling-connecting marketing performance to participant outcomes and business results
Use results to proactively recommend course corrections and future opportunities
Navigate and influence in a matrixed organization
Build and sustain strong relationships across Workplace Services, Retail Marketing, Client Experience, Legal, Compliance, live channel teams, and other partners
Influence without authority, aligning diverse partners around shared goals and driving progress in a complex, matrixed environment
Ensure ongoing operational excellence and risk management
Maintain oversight of owned marketing assets to support compliance, accuracy, and brand alignment
Proactively manage review cycles and partner with Legal and Compliance to implement required updates
What you have
8+ years of marketing (in-house or agency), preferably in financial services or another highly regulated industry
Bachelor's degree in marketing, communications, or a related field
Demonstrated experience leading large, complex initiatives with a high degree of autonomy
Proven ability to translate business goals into integrated marketing strategies and measurable outcomes
Strong executive presence and experience presenting to and influencing senior business and marketing leaders
Comfort operating in ambiguity, setting direction, and driving alignment across a matrixed organization
What you're good at
Taking ownership and driving work forward without waiting for direction
Seeing the big picture while staying close enough to execution to ensure high-quality delivery
Communicating clearly, confidently, and persuasively with partners at all levels
Building trust-based relationships and influencing outcomes without direct authority
Navigating complexity, managing competing priorities, and making sound decisions with sometimes-imperfect information
Additional information
Proficiency in PowerPoint and Excel; analytics experience a plus
Limited, occasional travel may be required
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
CO Salary Range: USD $120,000.00 - $145,000.00 / Year
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.
