Sr Team Manager - Marketing Lead Capture Capabilities

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.

The Data-Driven Communications team (DDC) within the Marketing organization supports multiple business units across Schwab by helping prospects and clients make informed decisions based on meaningful information delivered at the right moment in their journey.

The team’s core objective is to drive business growth and deepen client relationships by transforming how Schwab uses analytics, data, marketing automation, and capabilities such as lead capture to identify customer needs, create high-quality interactions, and connect marketing activity to measurable business outcomes.

What you’ll do:

The Senior Team Manager for the Lead Capture Capability will lead the strategy, roadmap, operating model, and execution for Schwab’s lead management capture capability across our B2B and B2C organizations. This role owns how leads are captured and enabled for downstream marketing and sales activation. The leader will manage a team, partner across Marketing, Sales, Data & Analytics, Technology, Legal/Compliance, and business stakeholders, and ensure lead capture programs are scalable, compliant, measurable, and designed around the prospect and client experience.

Essential functions include:

• Lead the vision, roadmap, prioritization, and execution plan for the lead capture capability across B2B and B2C business units, ensuring the work is aligned to the overall Lead Management Program strategy, marketing objectives, and sales activation needs.
• Lead the vision, roadmap, prioritization, and execution of B2B lead capabilities including qualification and nurture.
• Manage, coach, and develop a team responsible for lead capture requirements, intake, operational readiness, measurement, issue resolution, and continuous capability improvement.
• Define and govern lead capture standards, including form strategy, data requirements, taxonomy, consent/privacy considerations, routing inputs, source attribution, handoff requirements, and quality controls.
• Partner with Marketing, Sales, Data & Analytics, Technology, Legal/Compliance, Risk, and business stakeholders to translate business needs into clear capability requirements and delivery plans.
• Own the end-to-end lead capture lifecycle, from prospect entry points through qualification, data enrichment, lead scoring inputs, routing readiness, nurture eligibility, reporting, and sales follow-up enablement.
• Drive functional expansion of lead capture capabilities, including new form experiences, capture channels, campaign intake patterns, event and trigger-based capture, and integrations with marketing automation and CRM platforms.
• Establish scalable processes for intake, prioritization, testing, launch readiness, issue triage, documentation, and ongoing operational support.
• Use data and stakeholder feedback to identify friction points in the prospect/client experience and recommend improvements that increase lead quality, speed to activation, and partner adoption.
• Serve as the subject matter expert and advocate for lead capture best practices, including data quality, user experience, marketing automation, lead scoring inputs, routing readiness, nurture eligibility, and reporting.
• Build trusted relationships across business units to identify overlapping needs, promote reusable solutions, and share practices that improve consistency and reduce duplicative work.
• Partner with technology and platform teams to support integrations across marketing automation, CRM, data, analytics, and reporting environments, ensuring capabilities function reliably and scale appropriately.
• Identify opportunities to apply automation and AI/ML to strengthen lead capture quality and downstream prioritization.
• Communicate capability strategy, progress, risks, decisions, and results to senior leaders and cross-functional partners in a clear, concise, and business-oriented way.
• Maintain a strong controls mindset by ensuring lead capture practices are documented, compliant, auditable, and consistent with Schwab policies and client expectations.

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.

Qualifications

• Minimum 8 years of experience in marketing, marketing technology, digital product management, lead management, campaign operations, CRM, analytics, or a related capability area.
• Minimum 3 years of experience leading people, coaching teams, or directing complex cross-functional work with clear ownership, prioritization, and accountability.
• Demonstrated experience owning a capability, product, platform, or operating model from strategy through execution, measurement, and continuous improvement.
• Strong understanding of lead capture, lead management, buyer journeys, marketing funnels, nurture programs, lead scoring inputs, routing, data quality, and sales/marketing handoffs.
• Experience with marketing automation systems such as Salesforce Marketing Cloud, Marketo, or similar platforms.
• Experience with CRM platforms, preferably Salesforce, and an understanding of how capture data supports sales workflows, reporting, and customer relationship management.
• Ability to translate business strategy into capability requirements, roadmap priorities, operating processes, and measurable outcomes.
• Strong facilitation and stakeholder management skills, including the ability to ask probing questions, synthesize different perspectives, and drive alignment across senior leaders and working teams.
• Ability to communicate complex technical, data, and process topics in clear, simple language for non-technical audiences.
• Demonstrated ability to use metrics, dashboards, and insights to identify improvement opportunities and influence partner decisions.
• Strong product management and program management discipline, including prioritization, dependency management, issue resolution, change management, and executive-level communication.
• Working knowledge of data governance, privacy, consent, compliance, and controls considerations related to lead capture and marketing activation.
• Strategic thinker with the ability to shape longer-term capability evolution while staying close to day-to-day execution, operational details, and team needs.
• Collaborative, solutions-oriented problem solver who builds trusted relationships across Marketing, Sales, Technology, Data & Analytics, Legal/Compliance, and business teams.
• High attention to detail with the ability to create structure, improve process discipline, and make ambiguous work more actionable.
• Results-driven, highly motivated leader who demonstrates integrity, curiosity, adaptability, and respect for others.
• Bachelor’s degree required.
• Preferred knowledge of the financial services industry and experience operating in a regulated environment.

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