Responsibilities

• The Schwab Advisor Services Marketing team 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.
• - Partner with product owners and subject matter experts to understand the features and benefits of our solutions, as well as the needs and experiences of our advisor-clients. - Collaborate with business partners, sales teams, and channel owners to develop and execute marketing strategies that drive awareness, adoption, and business outcomes for priority offerings. - Operate with a team-first mindset, proactively contributing beyond assigned responsibilities, leveraging collective expertise, and flexing to support the highest-priority Technology Marketing initiatives rather than working in functional silos. - Success in this role requires a strong marketing generalist mindset, with the ability to quickly adapt to shifting priorities, contribute across multiple marketing disciplines, and collaborate effectively with peers to achieve shared business objectives. - Serve as a trusted marketing advisor to stakeholders, ensuring advisor-client needs, insights, and perspectives inform business and marketing decisions. - Design and execute integrated marketing strategies that best fit the specific target and goal including online promotions, email, sales collateral, videos, demos, and website content development. - Lead end-to-end content and creative development, from strategy and briefing through production, compliance review, and launch, while managing timelines and stakeholder alignment. - Manage communication campaigns in terms of the overall client experience, voice, content, style, quality, brand, and frequency of messaging to clients. - Analyze campaigns and tactics against business goals to gauge the success of efforts and identify optimization opportunities to continuously improve marketing outcomes. - Manage external agency relationships, project budgets, and vendor invoicing to ensure efficient execution and fiscal accountability.

Requirements

• 6+ years product/program marketing experience in financial services; understanding of technology and general operational practice/issues of investment advisors preferred.
• Strong client focus and ability to think in terms of the client experience / perspective.
• History of executing successful multi-channel promotional programs and solid knowledge of marketing practices and strategies.
• 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.
• Strong persuasion and presentation skills, with experience developing PowerPoint presentations that clearly and powerfully articulate a project’s objectives, strategy, and tactical plan.
• Initiative-taking with solid judgment and ability to think clearly and form a point of view.

Preferred

• Familiarity with advisor technology, AI agents, and crypto currency is a plus.