Senior Tech Marketing Lead, Advisor Services

Charles Schwab

Westlake (TX)

On-site

USD 110,000 - 170,000

Full time

7 days ago

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Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Westlake, TX seeks a Sr. Manager in B-to-B Technology Marketing for Schwab Advisor Services.

You will craft engaging communications and materials that showcase our platform breadth to advisor-clients, aligning with priorities and driving adoption. You will partner with product owners, sales, and channel owners to execute integrated campaigns across online, email, video, and collateral; lead end-to-end content development, manage timelines, ensure compliance, and optimize

Qualifications

6+ years product/program marketing experience in financial services; understanding of technology and advisor needs preferred.
Strong client focus and ability to think in terms of client experience.

Responsibilities

Understand needs of advisor clients based on size and complexity.
Design and execute integrated marketing campaigns that drive awareness and adoption of Schwab’s offerings.
Collaborate with product owners, sales teams, and channel owners to develop and execute marketing strategies.
Partner with cross-enterprise groups to enhance advisor workflows and client offerings.
Lead end-to-end content and creative development from strategy to launch, ensuring timelines and approvals.