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.
The Bank and Trust Services Product Marketing team leads end-to-end marketing programs that connect clients to Schwab’s banking, trust, and lending solutions. We partner closely with the business to shape client experiences, build awareness, and drive adoption across Schwab’s ecosystem. In this role, your work will directly influence how millions of investors engage with an iconic, client-focused brand and make confident financial decisions.
In this role, you will lead and deliver integrated marketing strategies for Bank and Trust Services products. This role blends strategic thinking with hands on execution and offers the opportunity to collaborate across a highly matrixed organization while making a meaningful impact for clients.
Key Responsibilities:
- Partner closely with business and marketing stakeholders to understand priorities and translate them into clear, effective marketing strategies
- Lead the planning and execution of multi-channel marketing campaigns, from concept through launch and optimization
- Serve as a trusted liaison across marketing, product, and cross functional partners to deliver integrated, client centered marketing plans
- Manage day-to-day collaboration with internal teams and external partners, including channel owners, creative agencies, publishing, DDC, marketing effectiveness, and tagging teams
- Provide strong project management across creative development, timelines, dependencies, and delivery to ensure high quality execution
- Bring a client first mindset to every initiative, ensuring messaging is clear, consistent, and aligned with Schwab’s brand and values
Please Note: 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 a minimum of 4 days a week.
What you have
To ensure that we have fulfilled our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
- 3 to 5 years of progressive marketing experience across multiple channels and tactics
- Proven experience partnering with and managing creative agencies to deliver high quality work
- Bachelor’s degree or equivalent professional experience
- Demonstrated ability to plan and execute a broad range of marketing initiatives from concept through launch
Preferred Qualifications:
- Experience leading complex marketing initiatives in a highly collaborative, fast paced environment
- Strong ability to balance strategic thinking with hands on execution while managing multiple priorities
- Clear, confident communicator who builds trust, alignment, and momentum with cross functional partners
- Passion for creating thoughtful, impactful marketing that supports business goals and enhances the client experience
- Financial services or regulated industry experience strongly preferred
- Strong marketing program management skills, with the ability to manage multiple projects simultaneously and drive them to successful completion
- High attention to detail with the ability to work efficiently and meet tight deadlines
- Analytical and problem-solving skills used to deliver sound marketing recommendations and measurable business impact
- Strong written and verbal communication skills, including the ability to share progress, risks, and outcomes with business and marketing partners
- Proven relationship builder who can influence without authority and navigate a highly matrixed organization
- Sound judgment, strong planning and organizational skills, and a results-oriented, ‘can do’ mindset