Sr Marketing Manager - Independent Branch Services (IBS)

Job Description

Your Opportunity

The Independent Branch Services (IBS) team is responsible for developing and implementing the strategy and design for a branch model that expands Schwab's retail branch footprint through independently owned and managed locations. This broader geographic footprint allows Schwab's high-service, high-value brokerage model to reach millions of additional investors. Having more local points-of-contact helps Schwab build on our strong national brand, capture a greater share of assets, and deliver on our promise to retail investors to help them “Own Your Tomorrow.”

What you’re good at

The Independent Branch Services Franchise Marketing team supports the local client acquisition, relationship development, on-boarding and marketing training of Independent Branch Leaders (IBLs) and their staff. The Franchise Marketing team acts as a consultative thought partner in planning and executing local acquisition strategies. In addition, this person will work closely with the broader IBS Client Experience team that supports Independent Branch Leaders in franchise growth.

Responsibilities include:

• Support IBLs in their local client acquisition and overall branch growth efforts with focus on proactive, prospect-oriented tactics and strategies.
• Consult with IBLs to develop an annual local client acquisition plan intended primarily to drive affluent new-to-firm acquisition, including advertising/PR, sponsorships, experiential/events, promotions, and communications.
• Identify and aggregate ‘best practices’ to share and implement across the independent branch network.
• Serve as a conduit with business partners to find ways to convert national efforts or sponsorships into programs that will resonate on a local level.
• Work closely with IBS field leadership to understand strategic growth imperatives and activate directly with the independent branch

What you have

• 10+ years of marketing, marketing strategy, or field marketing experience
• Experience in franchise marketing (preferred)
• Experience building integrated marketing plans
• Experience with digital, print, social media, local sponsorships, and direct marketing
• Strong project management skills
• Excellent consultative, interpersonal and communication skills
• Experience launching retail branches that increase awareness and growth in markets
• Bachelor’s degree required (MBA preferred)
• Note: this role will require approximately 30% travel