Director, Marketing Technology Strategy & Portfolio

Charles Schwab; Westlake (TX); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

401(k) match

Stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking a Director of Marketing Technology Portfolio & Planning to lead cross‑marketing strategic planning and manage an integrated technology roadmap. The role requires aligning with enterprise priorities, building strong governance, and delivering measurable business value through technology-enabled marketing capabilities.

You will partner with stakeholders across Retail, Advisor Services, Workplace, Technology, Data, and Operations to translate needs into prioritized

Qualifications

• 15+ years of experience in marketing technology, strategic planning, or related roles.
• Proven ability to develop capability strategies, multi-year roadmaps, business cases, and investment priorities.
• Direct people leadership experience including hiring, coaching, and performance management.

Responsibilities

• Own long-term strategy, planning framework, and integrated roadmap for Marketing Technology capabilities.
• Aggregate investment opportunities across Marketing and leadership, enabling prioritization and decisions.
• Lead cross-functional discovery, intake, and roadmap planning across key partner groups.
• Act as point person for Marketing in enterprise planning processes.
• Partner with Technology to optimize the marketing technology ecosystem and improve speed to market.
• Translate business needs and risks into clear decisions and execution plans for leaders.
• Establish governance routines to create transparency and improve decision-making.
• Use data and metrics to evaluate capability performance and improve marketer experience.
• Lead and develop a high-performing team with enterprise-scale impact.

Skills

Marketing technology

Strategic planning

Executive communication

Cross-functional leadership

Portfolio management

Budget & forecasting

Stakeholder management

Education

Bachelor's degree or equivalent

Advanced degree preferred

Job description

Charles Schwab is seeking a Director of Marketing Technology Portfolio & Planning to lead cross‑marketing strategic planning and manage an integrated technology roadmap. The role requires aligning with enterprise priorities, building strong governance, and delivering measurable business value through technology-enabled marketing capabilities.

You will partner with stakeholders across Retail, Advisor Services, Workplace, Technology, Data, and Operations to translate needs into prioritized