Marketing Senior Specialist

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

For over 35 years, Schwab has been the obvious choice for independent advisors, helping them grow their businesses, offering a comprehensive range of wealth solutions to meet their clients’ complex needs, and powering their firms with forward thinking technology. All of this is backed by the safety and security investors’ trust. No one understands the RIA industry like Schwab. When advisors’ custody with us, they are supported by professionals who are dedicated, determined, and dependable. Advisor Services is built with one focus in mind: advisors.

The Advisor Services Marketing team must support the business in delivering on the promise that we are the obvious choice for advisors. We build effective marketing strategies that strengthen relationships with our clients and ensure they understand all that Schwab has to offer. The goal of the Offer Marketing team is to create awareness, drive engagement, and boost adoption of our programs and solutions.

Our purpose is to help advisors grow their business, meet the complex wealth needs of their clients, work efficiently by working digitally, scale their business, navigate the marketplace, and serve their clients.

This role will be a member of the broader Schwab Advisor Services Marketing team which is responsible for:

• Understanding the needs of our advisor based on their size and complexity.
• Designing and executing creative and effective marketing campaigns that lead advisors to take full advantage of Schwab’s products, programs, platforms, and services.
• Working with marketing and business leadership, product owners, and delivery teams on the implementation of marketing programs that support the launch and promotion of products, services, and solutions for advisors.
• Partnering 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.

In this role, you will help our team promote a wide range of technology platforms and capabilities to advisors and their end clients.

Job Responsibilities:

• Support team members in gathering information about solution features, benefits, and advisor-client needs to inform marketing activities.
• Assist in the development and execution of marketing initiatives by coordinating with business partners, sales teams, and channel owners.
• Help incorporate advisor-client insights and feedback into marketing materials, campaigns, and communications.
• Contribute to the creation and maintenance of marketing assets, including emails, web content, sales collateral, videos, demos, and online promotions.
• Coordinate content and creative development activities, including managing reviews, approvals, timelines, and compliance requirements.
• Support the execution of client communication campaigns by helping ensure consistency in messaging, brand standards, content quality, and client experience.
• Track and report on campaign performance metrics, helping identify trends and opportunities to improve marketing effectiveness.
• Assist with vendor and agency coordination, budget tracking, purchase requests, and invoice management to support efficient project execution.

What you have

Job Qualifications:

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have:

• 3+ years marketing experience in financial services; understanding of technology and general operational practice/issues of investment advisors preferred.
  
  
• Experience analyzing marketing campaign results, heat mapping, and making recommendations to partners and senior leaders on paths for optimization.
  
  
• Strong client focus and ability to think in terms of the client experience / perspective.
  
  
• Recognized ability to build strong personal relationships and trust across business lines, with ability to influence often through phone rapport.
  
  
• Demonstrated success in managing 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.
  
  
• Initiative-taking with solid judgment and ability to think clearly and form a point of view.

Critical Success Factors:

• Gain a deep understanding of the Advisor Services business and the technology Schwab offers
  
  
• Remain up to date on the current market environment and trends for technology products and services coupled with the ability to drive outcomes that meet client experience and business goals.
  
  
• Proven history of leading multiple projects at the same time, leading high-visibility projects, and leading and influencing product specialists and senior leaders.
  
  
• Initiative-taker, with an ability to:

• Build strong partnerships and earn the trust of colleagues.
• Share with business partners a strong point of view, supported by data and marketing skills.
• Be an independent thinker who keeps the client needs front and center.
• Anticipate and proactively tackle problems; resolve complex issues/conflicts with business partners.
• Ability to think creatively to challenge the status quo and break out of the sea of sameness experiences delivered by other financial services firms.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities