Acquisition Marketing, Senior 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 Acquisition Marketing, Senior Manager is responsible for creating marketing strategies, initiatives, and communications to advisor prospects that differentiate Schwab Advisor Services in the marketplace - with a focus on growth, new-to-firm assets and driving client acquisition.   A primary focus will be to accelerate acquisition by developing and leading segmented marketing strategies that span the range of pathways to Schwab - maximizing lead generation, prospect engagement, and sales funnel deal velocity.

This position will report to a Director within the Advisor Services Marketing organization of Schwab.

Responsibilities include:

• Collaborating with business partners, martech teams, sales, channel and segment owners to implement marketing initiatives
• Utilizing marketing automation, CRM and attribution reporting to engage prospects throughout the buyer’s journey and across pathways to Schwab
• Advancing application of buyer’s journey strategy, personas, and marketing automation into new channels and segments
• Optimizing and accelerating lead funnel growth from multiple channels to drive deal opportunities
• Developing and implementing campaigns at the region and national levels to support sales lead nurture activities
• Working with agency partners to develop creative and deliver differentiated marketing
• Leading and developing digital content, direct marketing and personalized marketing content
• Proposing ideas and solutions to gain support and alignment with business objectives
• Tracking marketing against business goals to measure success and enhance initiatives

What you have

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

Required Qualifications: 

• 8 plus years of experience in creating marketing strategies, initiatives, campaigns and communications; history of executing successful marketing for a recognized brand preferred
• Marketing experience in the financial services industry; with an understanding of the independent registered investment advisor (RIA) and brokerage business preferred
• Experience with digital, direct, and marketing automation capabilities to target and engage prospects; with an understanding of Marketo and Salesforce systems a plus
• Understanding of how to optimize lead capture, scoring and proactively move leads to deal stages for sales
• Strong project management skills with demonstrated success in managing multiple projects with short timelines
• Excellent verbal and written communication skills including marketing/creative brief writing, presentation, and PowerPoint skills

Preferred Qualifications:

• Solutions and results-driven with ability to work in team-based environment to achieve goals
• Leadership mindset with innovative thinking, curiosity, and desire to create change
• Initiative-taking with solid judgement and ability to think clearly and form a point of view
• Ability to build strong working relationships and trust across business lines and partners
  
  

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