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8 marketing jobs

SWBC logo
2 days ago

Marketing Manager - Retirement Plan Services

SWBC

Austin, TX (Unknown)Full time
SWBC logo
3 months ago

Digital Marketing Specialist (Onsite)

SWBC

San Antonio, TX (On-site)Full time
SWBC logo
4 months ago

Marketing Intelligence Analyst III (Onsite)

SWBC

San Antonio, TX (On-site)Full time
SWBC logo
4 months ago

Intern - Public Relations & Communications

SWBC

San Antonio, TX (On-site)Part time
SWBC logo
5 months ago

Corporate Marketing Manager (Employee Benefits/B2B - Onsite)

SWBC

San Antonio, TX (On-site)Full time
SWBC logo
5 months ago

Corporate Marketing Manager (Investment & Retirement Services - Onsite)

SWBC

San Antonio, TX (On-site)Full time
SWBC logo
5 months ago

Marketing Manager (onsite)

SWBC

San Antonio, TX (On-site)Full time
SWBC logo
6 months ago

Marketing Specialist (Onsite)

SWBC

San Antonio, TX (On-site)Full time

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8 jobs
SWBC logo

Marketing Manager - Retirement Plan Services

SWBC

Austin, TX (Unknown)

$70K/yr - $101K/yr (Est.)In-houseFull-timeMid level3+ years exp.
2 days ago
SWBC logo

Digital Marketing Specialist (Onsite)

SWBC

San Antonio, TX (On-site)

In-houseFull-timeMid level2+ years exp.
3 months ago
SWBC logo

Marketing Intelligence Analyst III (Onsite)

SWBC

San Antonio, TX (On-site)

In-houseFull-timeSenior level5+ years exp.
4 months ago
SWBC logo

Intern - Public Relations & Communications

SWBC

San Antonio, TX (On-site)

In-housePart-timeIntern/new grad
4 months ago
SWBC logo

Corporate Marketing Manager (Employee Benefits/B2B - Onsite)

SWBC

San Antonio, TX (On-site)

In-houseFull-timeMid level3+ years exp.
5 months ago
SWBC logo

Corporate Marketing Manager (Investment & Retirement Services - Onsite)

SWBC

San Antonio, TX (On-site)

In-houseFull-timeMid level3+ years exp.
5 months ago
SWBC logo

Marketing Manager (onsite)

SWBC

San Antonio, TX (On-site)

In-houseFull-timeSenior level3+ years exp.
5 months ago
SWBC logo

Marketing Specialist (Onsite)

SWBC

San Antonio, TX (On-site)

In-houseFull-timeEntry level2+ years exp.
6 months ago
SWBC logo
SWBC

Marketing Manager - Retirement Plan Services

Austin, TX (Unknown)

$70K/yr - $101K/yr (Est.)Mid Level3+ years expFull time

Posted 2 days ago

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Job Description

Responsibilities

  • Develops and executes marketing initiatives that support Retirement Plan Services’ business development, client retention, budget, and brand objectives.
  • Develops, documents, and tracks campaign metrics, performance, overall effectiveness, and business impact.
  • Serves as a strategic thought partner and the primary liaison between the Retirement Plan Services team, SWBC’s corporate marketing department, and outside marketing partners or vendors.
  • Creates, formats, edits, and updates sophisticated PowerPoint presentations for client meetings, finalist presentations, proposals, educational initiatives, and internal leadership discussions.
  • Translates complex investment, fiduciary, retirement plan, and business information into clear, visually compelling, executive-ready materials.
  • Coordinates recurring client deliverables, including meeting materials, client review packages, investment review materials, fiduciary support documentation, and follow-up communications.
  • Partners with internal clients to support proposals, RFP responses, finalist presentations, sales enablement materials, client retention initiatives, and other business development efforts.
  • Writes, edits, and produces thought leadership, marketing collateral, presentations, email campaigns, blogs, digital content, announcements, and other communications for retirement plan sponsor audiences.
  • Manages marketing and client deliverable projects from initial request through completion, including timelines, content collection, review cycles, approvals, production, and distribution.
  • Maintains organized tracking of projects, deadlines, approvals, recurring deliverables, and outstanding action items.

Requirements

  • Bachelor’s degree in marketing, communications, advertising, business, or a related field from an accredited college or university, or equivalent relevant work experience.
  • At least three (3) years of experience in marketing, communications, presentation development, client deliverables, sales enablement, or a related role.
  • Experience supporting a B2B, professional services, financial services, or similarly complex business environment.
  • Advanced PowerPoint and presentation development skills, including the ability to quickly transform complex information into polished, accurate, executive-ready materials.
  • Strong proficiency in Microsoft 365, particularly PowerPoint, Word, Excel, Outlook, Teams, and SharePoint.
  • Excellent writing, editing, proofreading, and verbal communication skills.
  • Strong visual judgment and the ability to organize information clearly and consistently across presentations and other materials.
  • Exceptional attention to detail, including when working with data, financial information, formatting, deadlines, and compliance-sensitive content.
  • Strong project management and organizational skills, with the ability to manage multiple priorities, recurring deliverables, stakeholders, and deadlines simultaneously.
  • Demonstrated ability to follow projects through to completion with accuracy, urgency, and accountability.

Preferred

  • Experience supporting retirement plan advisory services, ERISA fiduciary services, investment consulting, recordkeeping, employee benefits, wealth management, asset management, or another regulated financial services business.
  • Familiarity with employer-sponsored retirement plans, plan sponsor audiences, fiduciary committees, investment review materials, or compliance-sensitive client communications.
  • Experience creating client meeting materials, quarterly or annual review packages, proposals, RFP responses, finalist presentations, or sales enablement materials.
  • Experience coordinating recurring client deliverables, approval workflows, deadline tracking, and follow-up across multiple stakeholders.
  • Experience with CRM, marketing automation, analytics, project management, design, or content management platforms.
  • Experience with Salesforce, HubSpot, Google Analytics, Adobe Creative Cloud, Canva, Monday.com, Asana, or comparable platforms.
  • Experience coordinating work with a centralized corporate marketing team, outside marketing agency, freelance designer, printer, or other external vendor.
  • Experience working with financial data, investment-related content, or executive and board-level materials.

Benefits

  • Competitive overall compensation package
  • Work/Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans
  • Lucrative Wellness Program
SWBC logo

SWBC

3.3 Glassdoor

Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent customer service and putting clients and their needs first. As an international financial services company, we provide quality products and services to help financial institutions, businesses, and individuals meet their goals. We are licensed to market and service a variety of financial products in all 50 states, offering solutions through several wholly-owned subsidiary corporations.What separates us from the rest:•We’re dedicated to security.•We consistently invest in technology.•We invest in our team members.•We have a strong marketing team.•We’re a relationship-based company.Follow us, and let’s move Forward. Together.

Founded in 1976
San Antonio, Texas, USA
1.9K employees (50 in marketing)
www.swbc.com
55% recommend to a friend
99% CEO approval

Salaries

SalaryGuide estimate

$70K/yr – $101K/yr

Modelled from 6 comparable roles.

See all SWBC salaries

Marketing Team

Marketing Team Size
37 (2% of company)
Median Career Experience
8 years
Median Tenure
4.5 years
Marketing Roles Posted (Last 30 Days)
1

People

Marketing Leadership

Lisa Pinto
Lisa Pinto
Vice President, Public Relations & Corporate Communications
At the company for 20 years 10 months
Chasity Monk Gafford
Chasity Monk Gafford
Director of Public Relations and Corporate Communications
At the company for 12 years 3 months
Lauren Chapman
Lauren Chapman
Marketing Manager
At the company for 3 years 5 months
Holly York
Holly York
Senior Marketing Manager
At the company for 2 years 7 months

Traffic Signals

Monthly Visitors
54.6K
Traffic Source Mix
Search
28.5%
Direct
63%
Referral
7.6%
Social
0.4%
Paid
0.4%

Headcount Trend

Current headcount: ~1.9K

Recent News

SWBC, Sheraa prepare women entrepreneurs for China's mission
Oct 6, 2025 • Sharjah24
SWBC Real Estate Breaks Ground on The Royalton at Mercer™ Crossing in Farmers Branch
Sep 25, 2025 • standard-journal.com
SWBC Real Estate Breaks Ground on The Royalton at Mercer™ Crossing in Farmers Branch
Sep 25, 2025 • Business Wire
SWBC Investment Services Team Accelerates Growth with Major Municipal Bond Successes
Sep 10, 2025 • Business Wire
SWBC Investment Services Team Accelerates Growth with Major Municipal Bond Successes
Sep 10, 2025 • Morningstar.com
SWBC Mortgage Expands Access with Down Payment Grant Program
Aug 13, 2025 • Business Wire
SWBC Mortgage Expands Access with Down Payment Grant Program
Aug 13, 2025 • Morningstar.com
SWBC Mortgage Honored with 2025 Home Possible RISE Awards® for Fastest Growth by Freddie Mac
Aug 5, 2025 • Business Wire
Gaither Vocal Band Joins Kenneth Copeland, Jesse Duplantis, Benny Hinn at SWBC Conference
Aug 4, 2025 • protestia.com
equipifi Announces Two-Day Agenda for 2025 BNPL Summit
Jul 23, 2025 • PR Newswire
Equipifi Announces Two-Day Agenda for 2025 BNPL Summit
Jul 23, 2025 • MarketScreener
SWBC and AnnieMac name new SVPs to lead mortgage production
Jul 17, 2025 • Mortgage Professional America
SWBC Mortgage Announces Whittier as SVP of Production Optimization
Jul 15, 2025 • Morningstar.com
SWBC Foundation Donates $100,000 to Kerr County Flood Relief Fund
Jul 10, 2025 • themortgagepoint.com
SWBC Wins Big in Three Departments
Jun 17, 2025 • Business Wire
SWBC expands to Monterrey, strengthening San Antonio ties
Jun 12, 2025 • Seattle TechFlash
Transamerica, SWBC Launch Pooled Plan Exchange to Simplify Access for Growing Businesses Across the Country
Jun 5, 2025 • PR Newswire
Nuevo León strengthens ties with Texas
Jun 2, 2025 • MEXICONOW
“ROI는 어디에?” AI 도입을 재고하게 만드는 실패 사례
May 30, 2025 • Barb Wixom and MIT CISR on managing data like a product | CIO
¿Qué ROI? Los fallos de la IA llevan a los CEO a replantearse su adopción
May 29, 2025 • Barb Wixom and MIT CISR on managing data like a product | CIO
What ROI? AI misfires spur CEOs to rethink adoption
May 29, 2025 • Barb Wixom and MIT CISR on managing data like a product | CIO
4 things to consider before selling your home
May 28, 2025 • Seattle TechFlash
US stocks jump to over two-month high after US-China tariff truce
May 12, 2025 • Agweek
US Federal Reserve keeps key interest rate unchanged again
May 7, 2025 • Gulf News
SWBC merges insurance divisions, names two executives
May 1, 2025 • The Business Journals
SWBC Mortgage’s New COO ‘Stays Connected To The Front Lines Of Mortgage Lending’
May 1, 2025 • National Mortgage Professional
SWBC Insurance Services Announces Witcher as New CEO
May 1, 2025 • Business Wire
SWBC Insurance Services Promotes Kevin Witcher to Chief Executive Officer
May 1, 2025 • citybiz
SWBC Mortgage Appoints Steve Remington as COO
Apr 30, 2025 • citybiz
SWBC merges SWBC P&C and SWBC RE
Apr 30, 2025 • Yahoo Finance
SWBC Announces Merger of SWBC P&C and SWBC RE, Ltd.
Apr 29, 2025 • Business Wire
SWBC Announces Merger of SWBC P&C and SWBC RE
Apr 29, 2025 • citybiz
2025 ATXFC Sports Leadership Summit, presented by SWBC PEO
Apr 15, 2025 • Austin FC
KSAT Q&A: SWBC Ad Valorem Tax Advisors president discusses tax appraisals, property taxes
Apr 15, 2025 • KSAT
SWBC Announces Hiring for Early-Stage Collections Agents in Monterrey
Apr 14, 2025 • Yahoo Finance
SWBC Announces Hiring for Early-Stage Collections Agents in Monterrey
Apr 14, 2025 • Business Wire
SWBC’S SWIVEL® Offers Enhanced Payment Experience with New Stored Cards Feature
Apr 10, 2025 • Yahoo Finance
Fed March Meeting Minutes Show Officials' Rising Stagflation Concerns; CPI Report in Focus
Apr 10, 2025 • Morningstar.com
SWBC Investment Services Announces Smith as Director of Finance-Capital Markets
Mar 12, 2025 • Business Wire
[GALLERY] 2025 40 Under 40 Awards ceremony
Mar 10, 2025 • San Antonio Business Journal
2025 40 Under 40 Woman of the Year: Breanna Smith
Mar 7, 2025 • San Antonio Business Journal
4 trades to take advantage of higher-for-longer interest rates with the Fed not expected to cut until at least September
Feb 17, 2025 • Business Insider
Stock investors brace for possibly the 'most important inflation reading in recent memory'
Jan 14, 2025 • Morningstar, Inc.
Weaver Joins SWBC as Chief Audit Executive
Dec 18, 2024 • PR Newswire
SWBC Announces Customer Service Representatives and Collections Hiring in Monterrey
Jul 23, 2024 • PRNewswire
SWBC Achieves Excellent Recognition Status and Demonstrates Unwavering Financial Stability
Apr 4, 2024 • Yahoo Finance
SWBC Achieves Excellent Recognition Status and Demonstrates Unwavering Financial Stability
Apr 3, 2024 • PR Newswire
Largest Gift in SWBC History Makes Significant Impact on Pediatric Patients Needing Surgical Care
Apr 2, 2024 • www.tradingview.com
Largest Gift in SWBC History Makes Significant Impact on Pediatric Patients Needing Surgical Care
Apr 1, 2024 • GlobeNewswire
AM Best Assigns Credit Ratings to SWBC Property and Casualty Insurance Company and SWBC RE, Ltd.
Mar 23, 2024 • Business Wire
Brigati Joins SWBC Investment Services as Director of Strategic Initiatives and Fixed-Income Research
Jan 10, 2024 • PR Newswire
SWBC acquires Michigan tech firm - San Antonio Business Journal
Dec 6, 2023
SWBC's SWIVEL™ Acquires Magic-Wrighter, Inc.
Dec 5, 2023
Former American National Executive Joins SWBC
Jan 1, 1970 • PRNewswire
SWBC Leverages CCC Intelligent Solutions’ Technology to Help Credit Unions Resolve Total Loss Auto Claims
Jan 1, 1970 • GlobalFinTechSeries
How SWBC is repositioning its headquarters building amid turbulent office market
Jan 1, 1970 • Business Journals
SWBC names Debbie Serot as chief marketing and revenue officer
Jan 1, 1970 • Business Journals
Executive Insights: John Tuohy, CEO of SWBC Investment Services (video)
Jan 1, 1970 • Business Journals
SWBC acquires Illinois call center company
Jan 1, 1970 • Business Journals
SWBC and equipifi Partner to Bring Debit Card BNPL to Financial Institutions
Jan 1, 1970 • PRNewswire

Links

www.swbc.comLinkedInX (Twitter)Crunchbase

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