B to B Banking, Lending, and Trust Services, Senior Manager- Schwab Advisor Services Marketing

Overview

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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(s). This role is expected to be in the office 4 days a week.

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 needs to help the business deliver 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 specific goal of the Offer marketing team is to create awareness, drive engagement and adoption with 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.

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.
• The B to B Banking, Lending, and Trust Services, Sr Manager - Schwab Advisor Services Marketing, will be responsible for creating engaging and effective marketing communications and materials that demonstrate to advisors why Schwab should be their first call when they need a banking, lending, or trust solution as we look to help them connect their clients to our best-in-class products and services.

Specific responsibilities for the B to B Banking, Lending, and Trust Services, Senior Manager:

• Work with product owners and other subject matter experts to dive deep into understanding the features and benefits of our solutions, as well as the needs and experiences of our advisor-clients.
• Serve as a marketing consultant/expert to business partners (product or channel owners etc.), helping them to keep the client perspective and needs front and center.
• Develop and implement comprehensive, strategically informed marketing plans tailored to the defined target audience and business objectives.
• Own the ongoing creation, management, and execution of all bank/trust content within the marketing channel, including digital, email, sales collateral, and video assets while ensuring all content consistently aligns with the Schwab Advisor Services value proposition and brand identity.
• Lead the creative development process from beginning to end (e.g., author agency creative briefs and/or directly draft content, manage creative agencies, work with internal business partners and legal/compliance, and manage production and schedules).
• Oversee and respond to business partner inquiries, ensuring timely resolution while balancing priorities aligned with overall business objectives and strategic goals.
• Manage communication campaigns in terms of the overall client experience, voice, content, style, quality, brand, and frequency of messaging to clients.
• Monitor and track programs against business goals to gauge the success of efforts and identify ways to improve the content and results.
• Manage agencies, budgeting, and billing for individual projects.

What you have

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

• 6+ years product/program marketing experience in financial services; understanding of technology and general operational practice/issues of investment advisors preferred.
• Proven experience developing and presenting strategic marketing plans, securing alignment from product partners, and leading end-to-end execution to deliver results in support of business goals.
• 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 modern 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, and 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.
• Familiarity with banking, lending, and trust services and products is a plus.

Critical Success Factors

• Gain a deep understanding of the Advisor Services business plus the complex banking, lending, and trust services and products Schwab offers
• Remain up to date on the current market environment and long-term trends for banking, lending, and trust 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.
• Develop sound strategies and compelling narratives to influence within and outside of the team.
• 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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other

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