Hybrid Senior B2B Tech Marketing Leader Advisor Services

Charles Schwab; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and volunteering

Sabbatical after every 5 years of long

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Sr Manager in B2B Technology Marketing to lead engaging campaigns and craft communications that showcase Schwab’s platform and solutions for advisor clients. You will partner with product and sales teams to drive awareness and adoption of priority offerings, ensuring a consistent client experience across channels.

The role emphasizes collaboration, flexible hybrid work, and leadership across marketing disciplines to deliver measurable outcomes and strong stakeholder

Qualifications

• 6+ years of product/program marketing experience in financial services.
• Strong client focus and ability to think in terms of client experience.
• Proven track record of multi-channel promotional programs.
• Ability to build relationships and influence across business lines.
• Experience managing multiple projects with tight deadlines.
• Excellent verbal and written communication, including creating marketing content.
• Strong PowerPoint presentation skills.
• Familiarity with advisor technology, AI agents, and crypto is a plus.

Responsibilities

• Partner with product owners to understand features and advisor needs.
• Collaborate with partners to develop and execute marketing strategies.
• Operate with a team-first mindset and support top priorities.
• Lead cross-functional content and creative development from strategy to launch.
• Manage campaigns focusing on client experience, voice, and brand.
• Analyze campaigns against goals to optimize outcomes.
• Manage external agencies and budgets.

Skills

Marketing strategy

Multi-channel marketing

Client focus

Relationship building

Project management

Verbal and written communication

Presentation skills

Team collaboration

Initiative and judgment

Influence

Tools

PowerPoint

Job description

Charles Schwab is seeking a Sr Manager in B2B Technology Marketing to lead engaging campaigns and craft communications that showcase Schwab’s platform and solutions for advisor clients. You will partner with product and sales teams to drive awareness and adoption of priority offerings, ensuring a consistent client experience across channels.

The role emphasizes collaboration, flexible hybrid work, and leadership across marketing disciplines to deliver measurable outcomes and strong stakeholder