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Senior Manager, Technology Marketing, Schwab Advisor Services Marketing

Charles Schwab

Westlake, Texas • Today

Full-time

USD 125,000.00 - 155,000.00 per year

Senior Project Manager

Mastech Digital

Remote or Irving, Texas • Today

Easy Apply

Contract

$50.00 - $55.00 per hour

Sr. Communication Specialist

Robert Half

Irving, Texas • Today

Easy Apply

Contract

USD 38.00 - 42.00 per hour

Senior AI Developer [210505]

Aquent Talent

Southlake, Texas • Today

Full-time

Data Scientist - IV

Judge Group, Inc.

Irving, Texas • Today

Contract

USD 70.00 - 75.00 per hour

SCRUM Master - Senior

Judge Group, Inc.

Southlake, Texas • Today

Contract

USD 60.00 - 65.00 per hour

Marketing Technology Analyst

Fisher Investments

Plano, Texas • Today

Full-time

Full Stack Engineer - Sr Lead Security Engineer

JPMorgan Chase & Co.

Plano, Texas • 5d ago

Full-time

Senior Product Manager

Jobot

Dallas, Texas • Today

Full-time

USD 140,000.00 - 165,000.00 per year

Business Intelligence Developer - III

Judge Group, Inc.

Irving, Texas • Today

Contract

USD 60.00 - 65.00 per hour

Full Stack Engineer - Sr Lead Security Engineer

JPMorgan Chase & Co.

Plano, Texas • Today

Full-time

USD 175,750.00 - 260,000.00 per year

Digital Retail Sr. Analyst - Sales

Toyota Motor North America

Plano, Texas • Today

Full-time

Senior Product Associate - Journeys & Integration

JPMorgan Chase & Co.

Plano, Texas • 5d ago

Full-time

Senior Agentic AI Consultant

Judge Group, Inc.

Plano, Texas • Today

Contract

Senior Full Stack Developer

Judge Group, Inc.

Irving, Texas • Today

Contract

USD 50.00 - 55.00 per hour

Network Project Manager - III

Judge Group, Inc.

Irving, Texas • Today

Contract

USD 47.00 - 52.00 per hour

Senior Mechanical Engineer

HDR, Inc.

Dallas, Texas • Today

Full-time

Senior Director, AI Architecture & Platform Engineering

Acosta

Lewisville, Texas • Today

Full-time

USD 150,000.00 - 215,000.00 per year

Senior AI Engineer / Agent Development Lead

Acosta

Lewisville, Texas • Today

Full-time

USD 105,000.00 - 140,000.00 per year

Engineer III, Core Platforms and Networks

Judge Group, Inc.

Irving, Texas • Today

Contract

USD 90,000.00 - 100,000.00 per year

Engineering Program Manager, Lead

Lennox International

Carrollton, Texas • Today

Full-time

USD 126,000.00 - 164,850.00 per year

Sr. Solutions Architect - AI

Nutanix

Dallas, Texas • Today

Full-time

USD 239,000.00 - 359,000.00 per year

Full Stack Engineering Lead - Sales and Service Platforms

ADT LLC

Irving, Texas • Today

Full-time

Lead AI Engineer / AI Solutions Delivery Lead

Acosta

Lewisville, Texas • Today

Full-time

USD 125,000.00 - 175,000.00 per year

Senior Mechanical Engineer - Mission Critical (Fort Worth and Dallas)

Burns & McDonnell

Fort Worth, Texas • Today

Full-time

Pega Lead Systems Architect

Judge Group, Inc.

Irving, Texas • Today

Full-time

USD 120,000.00 - 125,000.00 per year

Senior AI Java Engineer

Judge Group, Inc.

Southlake, Texas • Today

Contract

USD 70.00 - 75.00 per hour

Lead Application Developer - TouchPoint

Judge Group, Inc.

Dallas, Texas • Today

Contract

USD 65.00 - 75.00 per hour

Senior Azure Production Engineer

Judge Group, Inc.

Irving, Texas • Today

Contract

USD 63.00 - 72.00 per hour

Senior GNC Software Engineer

Judge Group, Inc.

Grand Prairie, Texas • Today

Contract

Job Details

Skills

Creative Problem Solving
Finance
RIA
Dependability
FOCUS
Boost
Leadership
Marketing Communications
Integrated Marketing
Promotions
Sales
Content Development
Regulatory Compliance
Brand
Messaging
Optimization
Budget
Invoices
Accountability
Financial Services
Customer Focus
Management
Communication
Copywriting
Editing
Microsoft PowerPoint
Presentations
Articulate
Artificial Intelligence
Cryptocurrency
Customer Experience
Collaboration
Partnership
Marketing

Creative Problem Solving
Finance
RIA
Dependability
FOCUS
Boost
Leadership
Marketing Communications
Integrated Marketing
Promotions
Sales
Content Development
Regulatory Compliance
Brand
Messaging
Optimization
Budget
Invoices
Accountability
Financial Services
Customer Focus
Management
Communication
Copywriting
Editing
Microsoft PowerPoint
Presentations
Articulate
Artificial Intelligence
Cryptocurrency
Customer Experience
Collaboration
Partnership
Marketing

Summary

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 boost adoption of 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.

Your Opportunity

The B-to-B Technology Marketing, Sr Manager - Schwab Advisor Services, will be responsible for creating engaging and effective marketing communications and materials that demonstrate the breadth of our platform and solutions to help advisors build and grow their businesses. Specific responsibilities will be aligned with business priorities and will include:

Partner with product owners and subject matter experts to understand the features and benefits of our solutions, as well as the needs and experiences of our advisor-clients.
Collaborate with business partners, sales teams, and channel owners to develop and execute marketing strategies that drive awareness, adoption, and business outcomes for priority offerings.
Operate with a team-first mindset, proactively contributing beyond assigned responsibilities, leveraging collective expertise, and flexing to support the highest-priority Technology Marketing initiatives rather than working in functional silos.
Success in this role requires a strong marketing generalist mindset, with the ability to quickly adapt to shifting priorities, contribute across multiple marketing disciplines, and collaborate effectively with peers to achieve shared business objectives.
Serve as a trusted marketing advisor to stakeholders, ensuring advisor-client needs, insights, and perspectives inform business and marketing decisions.
Design and execute integrated marketing strategies that best fit the specific target and goal including online promotions, email, sales collateral, videos, demos, and website content development.
Lead end-to-end content and creative development, from strategy and briefing through production, compliance review, and launch, while managing timelines and stakeholder alignment.
Manage communication campaigns in terms of the overall client experience, voice, content, style, quality, brand, and frequency of messaging to clients.
Analyze campaigns and tactics against business goals to gauge the success of efforts and identify optimization opportunities to continuously improve marketing outcomes.
Manage external agency relationships, project budgets, and vendor invoicing to ensure efficient execution and fiscal accountability.

What you have

6+ years product/program marketing experience in financial services; understanding of technology and general operational practice/issues of investment advisors preferred.
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 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, 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 advisor technology, AI agents, and crypto currency is a plus.

Critical Success Factors:

Knowledge of the business, market environment, and ability to drive outcomes that meet client experience and business goals.
Ability to be flexible with assignments and take on new challenges that align with our business priorities.
Ability to collaborate closely with team members and business partners.
Proven history of leading multiple projects at the same time.
Initiative-taker, with an ability to:
- Build strong partnerships and earn the trust of colleagues.
- Share a strong point of view with business partners, 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.

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

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 90989465
Position Id: 89dc90c88efeedc57b0ebda2f0f7bef3
Posted 2 days ago

Fitment

Dice Job Match Score™

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Sr. Technical AI Product Marketing Manager- #26-21204

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Job Details

Skills

Creative Problem Solving
Finance
RIA
Dependability
FOCUS
Boost
Leadership
Marketing Communications
Integrated Marketing
Promotions
Sales
Content Development
Regulatory Compliance
Brand
Messaging
Optimization
Budget
Invoices
Accountability
Financial Services
Customer Focus
Management
Communication
Copywriting
Editing
Microsoft PowerPoint
Presentations
Articulate
Artificial Intelligence
Cryptocurrency
Customer Experience
Collaboration
Partnership
Marketing

Creative Problem Solving
Finance
RIA
Dependability
FOCUS
Boost
Leadership
Marketing Communications
Integrated Marketing
Promotions
Sales
Content Development
Regulatory Compliance
Brand
Messaging
Optimization
Budget
Invoices
Accountability
Financial Services
Customer Focus
Management
Communication
Copywriting
Editing
Microsoft PowerPoint
Presentations
Articulate
Artificial Intelligence
Cryptocurrency
Customer Experience
Collaboration
Partnership
Marketing

Summary

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.

Partner with product owners and subject matter experts to understand the features and benefits of our solutions, as well as the needs and experiences of our advisor-clients.
Collaborate with business partners, sales teams, and channel owners to develop and execute marketing strategies that drive awareness, adoption, and business outcomes for priority offerings.
Operate with a team-first mindset, proactively contributing beyond assigned responsibilities, leveraging collective expertise, and flexing to support the highest-priority Technology Marketing initiatives rather than working in functional silos.
Success in this role requires a strong marketing generalist mindset, with the ability to quickly adapt to shifting priorities, contribute across multiple marketing disciplines, and collaborate effectively with peers to achieve shared business objectives.
Serve as a trusted marketing advisor to stakeholders, ensuring advisor-client needs, insights, and perspectives inform business and marketing decisions.
Design and execute integrated marketing strategies that best fit the specific target and goal including online promotions, email, sales collateral, videos, demos, and website content development.
Lead end-to-end content and creative development, from strategy and briefing through production, compliance review, and launch, while managing timelines and stakeholder alignment.
Manage communication campaigns in terms of the overall client experience, voice, content, style, quality, brand, and frequency of messaging to clients.
Analyze campaigns and tactics against business goals to gauge the success of efforts and identify optimization opportunities to continuously improve marketing outcomes.
Manage external agency relationships, project budgets, and vendor invoicing to ensure efficient execution and fiscal accountability.

What you have

6+ years product/program marketing experience in financial services; understanding of technology and general operational practice/issues of investment advisors preferred.
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 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, 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 advisor technology, AI agents, and crypto currency is a plus.

Critical Success Factors:

Knowledge of the business, market environment, and ability to drive outcomes that meet client experience and business goals.
Ability to be flexible with assignments and take on new challenges that align with our business priorities.
Ability to collaborate closely with team members and business partners.
Proven history of leading multiple projects at the same time.
Initiative-taker, with an ability to:
- Build strong partnerships and earn the trust of colleagues.
- Share a strong point of view with business partners, 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.

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

Dice Id: 90989465
Position Id: 89dc90c88efeedc57b0ebda2f0f7bef3
Posted 2 days ago

Fitment

Dice Job Match Score™

🔢 Crunching numbers...

Create job alert

Never miss an opportunity! Create an alert based on the job you applied for.

Similar Jobs

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