Product Marketing Manager – Managed & Alternative Investing
Your Opportunity
Your opportunity
The Managed & Alts Product Marketing team owns positioning and go-to-market strategy and execution for Schwab's retail and institutional wealth management solutions, investment management products, and alternative investment offers. The team develops positioning and launches marketing programs that drive growth, engagement, and retention across this high-priority suite of offers.
The Marketing Manager will focus on enrolled client communications and hands-on marketing execution. They will develop communications that help clients understand and engage with their investment offers, while also supporting broader marketing initiatives through coordinated, multi-channel execution. This role is ideal for an organized, detail-oriented marketer who can manage multiple workstreams, coordinate partners, and move communications efficiently from concept through approval and delivery.
What You'll Do
In this role, you will:
- Manage ongoing communications for clients enrolled in managed investing solutions, including onboarding communications, quarterly performance updates, monthly newsletters, and other recurring programs.
- Partner with other marketers as well as client experience, sales, asset management, product, business, and compliance teams to evaluate and improve client communication journeys, engagement, and retention.
- Support the development and execution of marketing initiatives across web pages, email campaigns, banner advertising, brochures, pitch books, print materials, and other collateral.
- Coordinate the creative development lifecycle by gathering requirements, managing stakeholder feedback, facilitating review cycles, and maintaining clear communication across partners.
- Manage content approval workflows, routing, timelines, and project documentation to keep multiple concurrent workstreams moving forward.
- Coordinate compliance reviews and approvals, and partner with publishing and production teams to deliver web, email, and print communications.
- Maintain, renew, and govern existing marketing assets to ensure content remains accurate, current, and compliant.
- Provide proactive status updates, identify issues and dependencies, and help drive timely resolution across cross-functional teams.
- Partner with analytics teams to review campaign and communication performance, including email engagement, web traffic, content utilization, and other relevant marketing metrics.
What you have
- Bachelor's degree or equivalent experience.
- 5+ years of marketing, marketing communications, campaign management, marketing operations, or related experience.
- Experience coordinating multi-channel marketing deliverables, such as digital content, email, web, print, advertising, or sales collateral.
- Strong project management and organizational skills, with the ability to manage multiple projects, deadlines, stakeholders, and review cycles simultaneously.
- Excellent attention to detail and the ability to produce accurate, high-quality work in a deadline-driven environment.
- Clear written and verbal communication skills, including the ability to provide concise status updates, explain issues, and coordinate decisions.
- Demonstrated ability to build productive relationships and work effectively across creative, compliance, publishing, product, and business teams in a matrixed organization.
- Experience supporting regulated review and approval processes preferred.
Preferred Qualifications
- Product marketing, segment marketing, channel marketing, client communications, lifecycle marketing, or campaign management experience.
- Financial services or investment product experience.
- Experience with Workfront or a comparable workflow and project management platform.
- Familiarity with campaign reporting and the ability to interpret performance results in partnership with analytics teams.
What Success Looks Like
- Client communications are delivered accurately, on time, and through well-managed review and approval processes.
- Stakeholders have clear visibility into project status, risks, decisions, and next steps.
- Existing communication programs are maintained effectively and improved over time to strengthen the client experience and support retention.
- Cross-functional partners view you as a reliable, proactive, and solutions-oriented collaborator.
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
- Bachelor's degree or equivalent experience.
- 5+ years of marketing, marketing communications, campaign management, marketing operations, or related experience.
- Experience coordinating multi-channel marketing deliverables, such as digital content, email, web, print, advertising, or sales collateral.
- Strong project management and organizational skills, with the ability to manage multiple projects, deadlines, stakeholders, and review cycles simultaneously.
- Excellent attention to detail and the ability to produce accurate, high-quality work in a deadline-driven environment.
- Clear written and verbal communication skills, including the ability to provide concise status updates, explain issues, and coordinate decisions.
- Demonstrated ability to build productive relationships and work effectively across creative, compliance, publishing, product, and business teams in a matrixed organization.
- Experience supporting regulated review and approval processes preferred.
Preferred Qualifications
- Product marketing, segment marketing, channel marketing, client communications, lifecycle marketing, or campaign management experience.
- Financial services or investment product experience.
- Experience with Workfront or a comparable workflow and project management platform.
- Familiarity with campaign reporting and the ability to interpret performance results in partnership with analytics teams.
What Success Looks Like
- Client communications are delivered accurately, on time, and through well-managed review and approval processes.
- Stakeholders have clear visibility into project status, risks, decisions, and next steps.
- Existing communication programs are maintained effectively and improved over time to strengthen the client experience and support retention.
- Cross-functional partners view you as a reliable, proactive, and solutions-oriented collaborator.
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.