Acquisition Marketing Manager

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 prospect journey and how to use marketing to enhance the experience

· Collaborating with business partners and channel owners to implement marketing programs

· Working with agency partners to deliver differentiated marketing

· Project managing content and creative development

· Utilizing marketing automation capabilities to optimize communications

· Tracking marketing against business goals to measure success

What you have

· 1-5 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

· 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