Marketing Transformation Initiatives, Manager
Your Opportunity
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.
In Workplace Marketing (WM) at Schwab, we help turn workplace (retirement and stock plan) benefits into something people understand, value, and use. We strip away the jargon and create engaging experiences that people connect with—helping them 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 within Schwab’s Workplace Marketing organization, on the Strategy, Planning, and Transformation team. Our team focuses on transforming our marketing organization to become more effective and efficient. We collaborate with groups across the firm (Client Experience, Digital, Technology, Operations) to strategically scale our work in support of business growth. 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).
About the Role:
We are seeking a strategic, detail-oriented, and highly organized Marketing Transformation Initiatives, Manager to be responsible for the end-to-end marketing program leadership and orchestration of key initiatives that realize scale and drive growth for our business partners. This position requires expertise in strategy and execution, project management, cross-functional collaboration, and knowledge of marketing best practices. This role will have significant exposure to senior leadership and deliver transformative, strategic projects.
A typical day for the Marketing Transformation Initiatives, Manager might look like: gathering input from marketing partners on gaps in our existing communications, leading a meeting with executives to gain support for the recommended solutions, exploring best practices across Schwab that could be applied to our team’s work, and updating project documentation to ensure that all partners are aware of program progress.
What you’ll do
- Plan and orchestrate multiple strategic marketing programs, building detailed project plans with timelines, deliverables, and resource requests.
- Manage program progress and artifacts, identifying risks, and escalating issues to ensure on-time and on-budget delivery.
- Facilitate stakeholder meetings that encourage cross-team collaboration while delivering the right outcome for clients.
- Conduct research, analyses, and stakeholder interviews to develop and shape a strategic perspective on transformation opportunities in marketing.
- Be curious, intimately understanding the work our organization does to identify root causes and make convincing recommendations to solve problems for our team
- Effectively challenge the status quo to transform our organization.
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 required; experience in marketing is highly preferred.
- 5+ years of experience in transformational projects, consulting, strategy, marketing agency, and/or program management roles.
- Excellent storytelling and communication skills through PowerPoint presentations that are clear, concise, and compelling.
- Foundational Excel skills to enable data collection, organization, and analysis.
- Knowledge of marketing organizations, marketing best practices, and marketing technology (Salesforce Marketing Cloud, Marketo); financial services industry experience is a plus.
- A strategic mindset, with the ability to navigate ambiguity, shape project scope, and influence multiple stakeholders in a fast-paced environment while introducing structure and frameworks for problem-solving.
Preferred Qualifications:
- A highly collaborative approach to project management with the ability to work across multiple teams in a matrixed organization.
- Active listener who can synthesize many details and is not afraid to “go into the weeds” to solve problems.
- Self-starter mindset with a willingness to jump in and learn, make quick decisions, and pivot towards better solutions when needed.
- Flexible and comfortable with change as the organization is undergoing transformation.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
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 required; experience in marketing is highly preferred.
- 5+ years of experience in transformational projects, consulting, strategy, marketing agency, and/or program management roles.
- Excellent storytelling and communication skills through PowerPoint presentations that are clear, concise, and compelling.
- Foundational Excel skills to enable data collection, organization, and analysis.
- Knowledge of marketing organizations, marketing best practices, and marketing technology (Salesforce Marketing Cloud, Marketo); financial services industry experience is a plus.
- A strategic mindset, with the ability to navigate ambiguity, shape project scope, and influence multiple stakeholders in a fast-paced environment while introducing structure and frameworks for problem-solving.
Preferred Qualifications:
- A highly collaborative approach to project management with the ability to work across multiple teams in a matrixed organization.
- Active listener who can synthesize many details and is not afraid to “go into the weeds” to solve problems.
- Self-starter mindset with a willingness to jump in and learn, make quick decisions, and pivot towards better solutions when needed.
- Flexible and comfortable with change as the organization is undergoing transformation.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.