Charles Schwab Sr. Manager, New Client Experience in San Francisco, California


San Francisco - CA, SF211MN, 211 Main St, 94105-1905

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:

The Retail Acquisition Marketing team is responsible for driving new to firm acquisition through promotions, referrals, prospect and nurture journeys, as well as new client experience for the company. Amongst many responsibilities that lie within, the team is tasked with reaching prospective clients and driving their conversion and funding journey so that they can take control of their future.

This Sr. Manager will be responsible to lead the marketing function of Schwab's New Client Experience. The ideal candidate will possess excellent analytic, communication, and strategy skills with an ability to execute in a fast paced, changing environment. This position entails the analytical horsepower to understand the data on customers' behavior, funding levels and segments. Make concise recommendations to senior management on the go forward strategy. The creativity to help craft the customer communication, touch points and the ability to create metrics and decipher reporting to help shape and change direction as needed.

What you’ll do:

  • Manage the New Client Marketing Experience and be prepared to present weekly/monthly to leadership on the performance of the program as a whole and specific campaigns

  • Aggressively optimize, and recommend improvements for the New Client journey by analyzing performance through reports and data

  • Partner with various teams throughout marketing to understand the needs of the business, collect assets, communicate/streamline processes, and share vision of the program

  • Forecast and manage to budgets

  • Provide thought leadership, strategic insight and clear communication (written and verbal) to team members

  • Ensure proper tracking, attribution and consistency across brand

  • Work with CRM platforms such as Salesforce Marketing Cloud to leverage its capabilities

  • Advance the program by implementing personalization strategies, segmentation, and fast prototyping to learn quickly and move the program forward while measuring key performance criteria

What you have:

You’re a skilled communicator and able to work with teams across the organization to execute; including taking the lead with peer groups, creating presentations for business leaders, and excellent follow through. You see problems and opportunities through the client's perspective and strive to create excellence. In addition you have:

  • 5+ proven years of marketing experience required

  • Bachelor’s degree required

  • Data driven and analytical; ability to synthesize qualitative and quantitative data (Excel proficiency), identify feasible options and evaluate strategic trade-offs

  • Deep Marketing experience, including understanding segmentation strategies, messaging (and message testing), creativity, and brand stewardship.

  • Excellent leadership and interpersonal skills, plus a superb team player

  • Be curious with the ability to go “deep” on a problem; not afraid to take risks and make smart, data and market driven recommendations

  • Strong communications and relationship building skills

  • Detail-oriented

  • Demonstrated ability to effectively manage multiple projects simultaneously to successful execution; innate ability to identify and implement process efficiencies; anticipates problems and marshals resources

  • Exemplary verbal and written skills, excellence in framing problems, ability to present clearly and concisely

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/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab.

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 - Austin, CO - Lone Tree, CA - San Francisco

Education: BA/BS

Job Type: Full Time


Activation Date: Sunday, July 9, 2017

Expiration Date: Tuesday, August 1, 2017

Apply Here