Product Marketing Manager – Managed & Alternative Investing

Charles Schwab; Phoenix (AZ); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an experienced Managed & Alts Product Marketing professional to lead communications and go-to-market efforts for wealth management solutions and investment products. You will collaborate with client experience, sales, asset management, product, and compliance teams to optimize journeys and drive engagement.

The role emphasizes cross-functional project management, content development across digital and print, and adherence to regulatory review processes, with a hybrid

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years of marketing, marketing communications, campaign management, marketing operations, or related experience.
• Experience coordinating multi-channel marketing deliverables, such as digital content, email, web, print, advertising, or sales collateral.
• Strong project management and organizational skills, with the ability to manage multiple projects, deadlines, stakeholders, and review cycles simultaneously.
• Excellent attention to detail and the ability to produce accurate, high-quality work in a deadline-driven environment.
• Clear written and verbal communication skills, including the ability to provide concise status updates, explain issues, and coordinate decisions.
• Demonstrated ability to build productive relationships and work effectively across creative, compliance, publishing, product, and business teams in a matrixed organization.
• Experience supporting regulated review and approval processes preferred.

Responsibilities

• Manage ongoing communications for clients enrolled in managed investing solutions, including onboarding communications, quarterly performance updates, monthly newsletters, and other recurring programs.
• Partner with other marketers as well as client experience, sales, asset management, product, business, and compliance teams to evaluate and improve client communication journeys, engagement, and retention.
• Support the development and execution of marketing initiatives across web pages, email campaigns, banner advertising, brochures, pitch books, print materials, and other collateral.
• Coordinate the creative development lifecycle by gathering requirements, managing stakeholder feedback, facilitating review cycles, and maintaining clear communication across partners.
• Manage content approval workflows, routing, timelines, and project documentation to keep multiple concurrent workstreams moving forward.
• Coordinate compliance reviews and approvals, and partner with publishing and production teams to deliver web, email, and print communications.
• Maintain, renew, and govern existing marketing assets to ensure content remains accurate, current, and compliant.
• Provide proactive status updates, identify issues and dependencies, and help drive timely resolution across cross-functional teams.
• Partner with analytics teams to review campaign and communication performance, including email engagement, web traffic, content utilization, and other relevant marketing metrics.

Skills

Project management

Cross-functional collaboration

Marketing communications

Content development

Education

Bachelor's degree or equivalent experience

Tools

Workfront

Job description

Your opportunity

The Managed & Alts Product Marketing team owns positioning and go-to-market strategy and execution for Schwab's retail and institutional wealth management solutions, investment management products, and alternative investment offers. The team develops positioning and launches marketing programs that drive growth, engagement, and retention across this high-priority suite of offers.

What You'll Do

In This Role, You Will

• Manage ongoing communications for clients enrolled in managed investing solutions, including onboarding communications, quarterly performance updates, monthly newsletters, and other recurring programs.
• Partner with other marketers as well as client experience, sales, asset management, product, business, and compliance teams to evaluate and improve client communication journeys, engagement, and retention.
• Support the development and execution of marketing initiatives across web pages, email campaigns, banner advertising, brochures, pitch books, print materials, and other collateral.
• Coordinate the creative development lifecycle by gathering requirements, managing stakeholder feedback, facilitating review cycles, and maintaining clear communication across partners.
• Manage content approval workflows, routing, timelines, and project documentation to keep multiple concurrent workstreams moving forward.
• Coordinate compliance reviews and approvals, and partner with publishing and production teams to deliver web, email, and print communications.
• Maintain, renew, and govern existing marketing assets to ensure content remains accurate, current, and compliant.
• Provide proactive status updates, identify issues and dependencies, and help drive timely resolution across cross-functional teams.
• Partner with analytics teams to review campaign and communication performance, including email engagement, web traffic, content utilization, and other relevant marketing metrics.

What you have

• Bachelor's degree or equivalent experience.
• 5+ years of marketing, marketing communications, campaign management, marketing operations, or related experience.
• Experience coordinating multi-channel marketing deliverables, such as digital content, email, web, print, advertising, or sales collateral.
• Strong project management and organizational skills, with the ability to manage multiple projects, deadlines, stakeholders, and review cycles simultaneously.
• Excellent attention to detail and the ability to produce accurate, high-quality work in a deadline-driven environment.
• Clear written and verbal communication skills, including the ability to provide concise status updates, explain issues, and coordinate decisions.
• Demonstrated ability to build productive relationships and work effectively across creative, compliance, publishing, product, and business teams in a matrixed organization.
• Experience supporting regulated review and approval processes preferred.

Preferred Qualifications

• Product marketing, segment marketing, channel marketing, client communications, lifecycle marketing, or campaign management experience.
• Financial services or investment product experience.
• Experience with Workfront or a comparable workflow and project management platform.
• Familiarity with campaign reporting and the ability to interpret performance results in partnership with analytics teams.

What Success Looks Like

• Client communications are delivered accurately, on time, and through well-managed review and approval processes.
• Stakeholders have clear visibility into project status, risks, decisions, and next steps.
• Existing communication programs are maintained effectively and improved over time to strengthen the client experience and support retention.
• Cross-functional partners view you as a reliable, proactive, and solutions-oriented collaborator.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance