Sr Product Marketing Manager - Retirement Plan Services

Job Description

Your Opportunity

Schwab approaches all the work we do “through clients’ eyes.”

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. SRPS is 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 Product Manager role will join our SRPS Marketing and Communications team in support of the ongoing evolution of our Participant Communications offer. This role will report to the Sr. Team Manager, Communication Product Marketing. Partnering closely with members in the existing 40+ person team as well as the SRPS field, they will work to deliver effective communications that engage participants in their workplace retirement plans and support their broader financial needs.

Responsibilities include:

• Product launch support: Collaborate with product teams to manage communication strategy for product launches and enhancements.
• Integrate messaging across channels: Drive integration of the messaging across business-owned channels including website, mobile app, email, direct mail, and webinars.
• Launch B:B client segmentation criteria: Determine which communication strategies and messages apply to which client segments.
• Activate communication strategy with client service teams: Develop activation plan, means of measurement, partnership plan, and feedback loop between client service and marketing teams.
• Identify processes to support new client experiences: Discover new content, template, and campaign needs.

What you’re good at

• You have a passion for making an impact in how people save, invest and take ownership of their financial lives
• You have held product marketing and communications roles where you’ve excelled in defining effective, integrated programs, leading their execution and optimization
• You enjoy the discipline of developing an offer and are experienced in:
  • Target audience segmentation
  • Competitive analysis
  • Business case development, including ROI analysis
  • 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

What you have

• Bachelor's degree with 5-7 years’ experience in B:B and B:C product marketing and communications
• Ability to synthesize data, identify opportunities, make recommendations and create a plan to deliver experiences that meet the needs of clients
• 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
• Demonstrated ability to analyze data and factor those insights into your decisions
• 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
• A sense of humor and desire to be part of a great team

Nice to have:

• 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
• Exposure to marketing automation platforms, knowledge of Marketo helpful