Charles Schwab Sr. Field Marketing Manager in Plano, Texas


Plano - TX, SITXDAL, 5601 Granite Parkway, Ste 450, 75024-6651

Valerie Denise Yrigolla


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

As an integral part of the Institutional Services Marketing Team, the Field Marketing group develops and manages programs for the Schwab Advisor Services (AS) Sales Teams – both Business Development Officers and client Relationship Managers - to increase their effectiveness in establishing and deepening client relationships, including conversion and share of wallet opportunities. Field Marketing provides Sales with tools, content and local hands-on support to consistently deliver the right messages to our clients in support of Schwab Advisor Services’ strategic initiatives.

What you’ll do:

The Sr. Field Marketing Manager will work with multiple regional Sales teams within an assigned territory of the United States and focus on marketing strategies to support local business goals as well as tactical support for content development and campaign management.

This individual will:

  • Lead the process to develop regional marketing plans and programs to support acquisition and client sales goals, including regional event strategies, direct mail campaigns, social media engagement, and local industry association sponsorship opportunities.

  • Serve as a marketing consultant, resource and expert to the AS Sales teams and ensure integration with AS Marketing, e.g. provide feedback and ideas from Sales for future campaigns as well as enhancements to existing programs and platforms.

  • Serve as a team SME for assigned national acquisition campaigns, AS strategic initiatives, and Institutional Services marketing projects. Network and coordinate with multiple internal business partners within areas of responsibility, including AS

  • Sales Support, Marketing Communications, Business Consulting, Technology and Compliance.

  • Work with external agencies and vendors as needed to execute marketing campaigns/strategies

  • Drive adoption of all marketing effectiveness tools and channels, e.g. marketing automation platform, CRM, social media, newsletters, and events.

  • Drive field marketing team effectiveness by sharing best practices from within assigned territory

What you have:

  • 10+ years serving in a marketing function in the financial services industry (specifically working in the investments space); understanding of the Registered Investment Advisor business preferred

  • Solid knowledge of marketing practices and strategies (client acquisition and retention) with an emphasis on marketing strategy, marketing communications, content development, and field marketing experience

  • Established track record of developing strong relationships with sales professionals through phone rapport and email communications

  • Recognized ability to develop trusted relationships with business partners and internal and external parties

  • Passionate and responsive in supporting client-oriented goals, ability to think in terms of client experience

  • Demonstrated success in managing multiple projects and priorities with short timelines; well versed at connecting strategic objectives to tactical implementation.

  • Ability to define tactical plans necessary to achieve stated business goals

  • Excellent verbal and written communication skills including marketing/creative, copywriting, editing, proofing.

  • Self-motivated and able to grasp assignments and manage from inception through to completion. Comfortable working in a fast-changing environment and juggling multiple priorities.

  • Creative problem-solving skills, sound judgment and decision-making based on business objectives; bias for results.

  • Experience with marketing automation platforms and a plus

  • Ability to travel within assigned territory upwards of 1-time per month.

  • Series 7 license preferred

  • Bachelor's degree required

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Marketing-6+ yrs

Position Located In: TX - Westlake

Education: BA/BS

Job Type: Full Time


Activation Date: Thursday, August 31, 2017

Expiration Date: Saturday, September 30, 2017

Apply Here