Senior Marketing Manager

Job Description

Your Opportunity

Charles Schwab’s purpose is to champion every client’s goals. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible, and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them.

At Schwab, we respect the unique differences of our employees, our clients, and the communities we serve – aiming to create a consistent and exciting employee experience. If you share our passion for assisting others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there’s a place for you at Schwab!

For more than 30 years, Schwab has helped advisors deliver an exceptional experience to their clients - an experience that goes beyond custody and supports an advisor's entire office. When advisors custody with Schwab, they work with professionals who get to know them personally, bring unmatched industry know-how and help apply it to run their entire practice. We set advisors up to do what they do best: serve their clients and run a successful firm.

The Advisor Services Marketing team develops effective strategies that build and strengthen relationships with independent registered investment advisors and help them take advantage of all Schwab has to offer. The specific goal of the Offer marketing team is to create awareness and drive engagement with our programs and solutions that help advisors scale their business, navigate the marketplace and serve their clients.

The Schwab Advisor Services Marketing team is responsible for:

• Understanding the needs of our advisor clients in the multiple forms that they take.
• Designing and carrying out creative and effective marketing programs that lead advisors to take full advantage of Schwab’s products, programs, platforms, and services.
• Working with leadership, product owners, client experience partners, and delivery teams on the implementation of marketing programs that support the launch and promotion of products, services, and solutions for advisors.
• Collaborating with cross-enterprise groups to enhance the way advisors work, the choices they have to offer their end-clients and to deepen their relationships with Schwab.

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

• Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
• When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
• Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at

The Senior Manager, Advisor Services Marketing will be responsible for creating engaging and effective marketing communications and materials that demonstrate the breadth of our platform and solutions to help advisors build and grow their businesses. Specific responsibilities will include:

• Work with product owners and other subject matter authorities to dive deep into understanding the features and benefits of our solutions, as well as the needs and experiences of our advisor-clients
• Collaborate with business partners, sales, and channel owners to develop successful marketing strategies and programs to support and drive business goals.
• Serve as a marketing consultant/authority to business partners (product or channel owners etc.), helping them to keep the client perspective and needs front and center.
• Design and complete integrated marketing strategies that best fit the specific target and goal including online promotions, email, sales collateral, videos, demos, and website content development.
• Project manage the creative development process from beginning to end (e.g. author assignment briefs and or directly draft content, handle creative agencies, work with internal business partners and legal/compliance, and handle production and schedules)
• Oversee communications look and feel keeping in mind the overall client experience in terms of voice, content, style, quality, brand, and frequency of messaging to clients
• Observe and track programs against business goals to gauge the success of efforts, and identify ways to improve the content and results
• Handle agencies, budgeting, and billing for individual projects

What you have

• 6+ years product/program marketing experience in financial services; understanding of technology and general operational practice/issues of investment advisors preferred
• Strong client focus and ability to think in terms of the client experience / perspective
• History of implementing successful multi-channel promotional programs and solid knowledge of marketing practices and strategies
• Recognized ability to build strong personal relationships and trust across business lines, with ability to influence often through phone rapport
• Demonstrated success in balancing multiple projects with short timelines; well versed at connecting strategic objectives to tactical implementation
• Excellent verbal and written communication skills including marketing/creative, copywriting, editing, proofing
• Strong persuasion and presentation skills, with experience developing decks that clearly and powerfully articulate a project’s objectives, strategy, and tactical plan
• Self-motivated with excellent judgment and ability to think clearly and form a point of view

Critical Success Factors:

• Knowledge of the business, market environment and ability to drive outcomes that meet client experience and business goals
• Shown track record of leading multiple projects at the same time
• Self-starter, with an ability to:
  • Form positive relationships and earn the trust of colleagues
  • Be an independent problem solver who keeps the client need front and center
  • Develop sound strategies and compelling narratives to influence within and outside of the team
  • Anticipate and proactively take on problems; resolve sophisticated issues/differences of opinion with business partners

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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 [email protected] or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.