Acquisition Marketing Manager - Institutional Services

Job Description

Your Opportunity

The Acquisition Marketing Manager is responsible for creating effective marketing initiatives and communications to advisor prospects that differentiate Schwab Advisor Services in the marketplace - with a focus on growth, new-to-firm assets and driving new client acquisition. This position will report to a Managing Director within the Institutional Services Marketing organization of Schwab.

What you’re good at

• Understanding the B:B prospect journey and how to use marketing to enhance the experience
• Collaborating with business partners and channel owners to implement marketing programs
• Working with external agency partners to deliver differentiated marketing
• Project managing content and creative development from beginning to end
• Understanding the needs of investment advisors and how to engage them
• Utilizing marketing automation capabilities to optimize communications
• Evolving prospect audience content across traditional, social and digital channels
• Tracking marketing against business goals to measure success

What you have

• 3+ years marketing experience in the financial services industry; understanding of the independent registered investment advisor (RIA) business preferred
• History of executing successful marketing for a recognized brand
• Ability to build strong working relationships and trust across business lines
• Experience working with external agencies to develop content and implement marketing programs
• Strong project management skills with demonstrated success in managing multiple projects with short timelines
• Excellent verbal and written communication skills including marketing/creative brief writing, copywriting, editing, proofing
• Self-motivated with solid judgment and ability to think clearly and form a point of view
• Results-focused and able to work in team-based environment to achieve goals
• Strong presentation and PowerPoint skills