Sr. Specialist and Marketing Manager

Your Opportunity

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.

The Trading Products & Digital Assets team leads the go-to-market strategy as well as owned-channel acquisition and client engagement efforts for some of Schwab's most dynamic trading products and emerging investing capabilities. Working at the intersection of product innovation, market participation, and client engagement, the team brings current and new offerings to market, shapes how prospects and clients discover and engage with them, and helps position Schwab for the future of self-directed trading and investing.

We are seeking a Senior Specialist, Trading Products and Digital Assets to support the planning, coordination, and execution of marketing initiatives across a range of products including stocks, options, futures, forex, margin, and cryptocurrency, as well as key aspects of the trading experience including Schwab’s trading platforms.  A significant portion of this role will focus on providing execution support to the team's Senior Managers and Marketing Manager, helping move multiple priorities from strategy through implementation.

The Senior Specialist will coordinate deliverables, manage timelines, support campaign and content development, and help maintain alignment among Marketing, Product, Creative, Compliance, and other cross-functional partners. As team capacity and business priorities allow, this role will also have opportunities to lead marketing efforts for selected products and/or initiatives.

This position is well suited for a marketing professional who is highly organized, comfortable managing details across multiple workstreams, and interested in building broader product marketing and strategic planning experience.

Marketing Execution Support
·    Support two Senior Managers and the Marketing Manager in executing marketing strategies, campaigns, product launches, and ongoing client engagement initiatives.

·    Coordinate the development, review, approval, and delivery of marketing materials across multiple channels.

·    Translate strategic direction and marketing plans into clearly defined deliverables, timelines, and next steps.

·    Maintain project plans, status reports, milestone tracking, and documentation for assigned initiatives.

·    Help identify execution risks, dependencies, and decisions that require escalation.

·    Provide flexible support across the team as priorities, workloads, and business needs evolve.

Campaign and Content Development
·    Support the development of campaign briefs, messaging, presentations, web content, emails, field communications, and other marketing materials.

·    Partner with Creative, Content, Digital, Compliance, and channel teams to move deliverables through established development and review processes.

·    Review materials for accuracy, consistency, brand alignment, and adherence to the approved strategy.

·    Help ensure cohesive messaging across marketing channels and client touchpoints.

·    Support the implementation and ongoing management of integrated marketing campaigns.

Product and Initiative Support
·    Support marketing efforts across trading platforms, digital assets, trading products, and other team priorities.

·    Assist with cryptocurrency trading, tokenized products, and other digital asset-related projects under the direction of a Senior Manager.

·    Gather product information, audience insights, competitive context, and supporting documentation for marketing initiatives.

·    Coordinate with Product partners to help ensure marketing deliverables reflect current product capabilities and business priorities.

·    Support launch readiness activities, including stakeholder communications, internal presentations, and field enablement materials.

Product Marketing Ownership
·    As team capacity and priorities allow, role will have the opportunity to lead marketing planning and execution for selected trading products or experiences.

·    Develop marketing recommendations, briefs, messaging, and campaign plans for assigned products with guidance from team leadership.

·    Serve as a day-to-day marketing contact for assigned Product and cross-functional partners.

·    Monitor the performance of assigned efforts and recommend opportunities for improvement.

Project and Stakeholder Coordination
·    Coordinate meetings, working sessions, reviews, and follow-up activities across multiple stakeholders.

·    Maintain clear communication regarding project status, upcoming milestones, required decisions, and outstanding deliverables.

·    Build productive working relationships across Marketing, Product, Creative, Compliance, Sales, and other partner teams.

·    Prepare presentations, meeting materials, status updates, and executive-ready summaries as needed.

Performance Reporting and Optimization
·    Gather and organize campaign results, client insights, and relevant business performance information.

·    Support the development of recurring reports and post-campaign summaries.

·    Help identify opportunities to improve marketing effectiveness, client engagement, and execution efficiency.

·    Apply learnings from campaign results and stakeholder feedback to future initiatives.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

·    Bachelor's degree in Marketing, Business, Communications, Finance, or a related field, or equivalent work experience.

·    1-3 years of experience in marketing, product marketing, project coordination, communications, or a related discipline.

·    Strong organizational and project management skills, with the ability to manage multiple workstreams and deadlines.

·    Demonstrated attention to detail and ability to follow work through completion.

·    Excellent written and verbal communication skills.

·    Ability to collaborate effectively with team members and cross-functional partners.

·    Analytical mindset and comfort working with campaign or business performance information.

·    Willingness to provide hands-on execution support while developing additional strategic and product marketing capabilities.

Preferred Qualifications

·    Interest in investing, trading, or financial markets.

·    Familiarity with digital marketing channels, campaign development, or content production.

·    Experience coordinating work across creative, digital, product, or compliance partners.

·    Knowledge of self-directed investor or active trader audiences.

·    Experience within financial services or another regulated industry.

·    Ability to adapt to changing priorities and contribute wherever support is most needed.

·    Eagerness to take on increasing product ownership as experience and opportunities develop.

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