Workplace Marketing Operations, 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(s) 4 days a week.

In Workplace Marketing, we help Schwab become the financial services partner of choice for workplace clients, consultants, and participants. We create engaging experiences that people connect with—helping corporate clients support the financial needs of their employees while helping participants make the most of what they’ve earned so they can invest wisely, live better, and retire well.

We’re hiring for an exciting opportunity on the Workplace Marketing Operations team. Our team has ownership of all operational responsibilities across the organization including regulatory/risk management, workflow, and communications deployment. We collaborate with groups across the firm (Risk Management, Client Experience, Digital, Technology) to deliver communications, reduce risk, and remove barriers to execution to scale our work in support of business growth. 

About the Role:

We are looking for an experienced Workplace Marketing Operations, Senior Manager to lead regulatory marketing projects and oversee risk management for the department. The ideal candidate has a strong background in marketing content development, regulatory communications, and overseeing marketing risk protocols. 

 What you’ll do:

• Drive regulatory marketing initiatives, creating project plans, managing resources, tracking deliverables, and meeting stated objectives.
• Create marketing strategies and develop communications for regulatory projects such as SECURE Act 2.0.
• Collaborate with others within and beyond Workplace Marketing to deliver regulatory requirements that pertain to marketing content.
• Manage department risk having expertise in the rules and regulations that govern marketing in the retirement plan, stock plan, and retail brokerage spaces.

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:

•  Bachelor’s degree in Marketing, related field, or equivalent work experience.
• 5+ years of marketing, marketing agency, consulting, or program management experience.
• 5+ years of regulatory marketing experience.
• 5+ years experience in financial services or workplace (retirement plan, stock plan) industries.
• 5+ years of project management experience.
• Strong marketing content strategy and creation (writing) skills.
• Experience with marketing content management tools like Workfront.
• Strong leader and strategic thinker with strong communication and collaboration skills.

Preferred Qualifications:

• Ability to work effectively in a matrixed organization.
• Active listener and problem solver.
• Adaptable and proactive in a changing environment.
• End-to-end marketing campaign planning and delivery.
• Autonomy and comfort dealing with ambiguity.

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