Senior Manager - Intelligent Messaging + Campaigns- (Sales Operations)
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.
The Retail Sales Operations team is responsible for designing and implementing programs that support the evolution of our client relationship models across our mass affluent, high-net-worth and ultra-high-net-worth client segments. The team provides support and insight to deliver best practices, scale, and enhanced sales effectiveness across the Branch Network. The Senior Manager, Sales Operations reports to the Director, Sales Operations.
Your Opportunity:
Consultant Client Engagement leverages rep expertise and digital technology to design messaging programs across three primary channels:
- Intelligent Messaging, automated email messages directly to Clients on behalf of their rep
- Direct Messaging, 1:1 or 1:many email messages activated by a rep from directly within Salesforce
- Call campaigns, targeted lists of clients for live rep outreach
These messaging programs serve as critical touch points for the branch network focused on increasing client engagement and promoting client retention.
This individual will work on a variety of topics – including the evaluation of new automation concepts – and partner with other Schwab teams in Marketing, Digital, and Branch to find answers to difficult questions while playing the role of Business Stakeholder for Capability Experience Owner.
Do you want to positively impact high-profile Schwab client-facing professionals who manage billions of dollars in assets? Are you passionate about the full end-to-end client experience? Are you excited by the prospect of diving into emerging, often untested concepts and shaping outcomes? Do you bring strategy-to-execution mindset and an appreciation for technology? We’d love to talk to you!
What you will do:
- Leverage message automation, email strategy and execution, and CRM knowledge to simultaneously drive engaging content strategy and campaign execution by partnering closely with marketing teams.
- Execute on existing rollout strategy while building roadmap for future channel, template and content development
- Manage and oversee the content development process from intake through copy writing, field feedback, development, QA and rollout
- Influence cross-functional partners to inspire and consistently meet deadlines and understand trade-offs between automation and personalization
- Identify key metrics, objectives, and results that will define message success
- Lead quarterly business reviews to drive program awareness and effectiveness
- Create high quality presentations to engage/influence a wide range of stakeholders, from senior leadership to technology teams on topics ranging from strategy to alignment and program updates
- Building meaningful relationships with colleagues virtually, particularly executives
What you have
- Consultative Experience:
- Cross-Channel Marketing Automation: Excellent written and verbal communication skills coupled with familiarity of marketing journeys to optimize client engagement
- Superior analytical skills: Comfortable reviewing data, develop insights and translate these into concise, , executive-level presentations using Excel and PowerPoint
- Technology Fluency: Ability to converse with technology and product teams and comfort with high level architectural, platform, and delivery conversations. Salesforce Marketing and Sales Cloud, Tableau, Microsoft Teams proficiency a plus
- Domain Knowledge: Background in Sales Operations, Marketing, Lead Management, and channel strategy is valued
- Ability to thrive in ambiguity: Exploring new, yet untested concepts, ideas, programs and tackling new problems that require working with a wide variety of partners to find solutions
- A bias for action: The ability to overcome obstacles, tackle challenges creatively, and successfully execute, at times under tight deadlines and within dynamic work environments
- Financial Services industry experience, while not essential, is preferred
- Bachelor's degree required
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 (depending on location), 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
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
- Consultative Experience:
- Cross-Channel Marketing Automation: Excellent written and verbal communication skills coupled with familiarity of marketing journeys to optimize client engagement
- Superior analytical skills: Comfortable reviewing data, develop insights and translate these into concise, , executive-level presentations using Excel and PowerPoint
- Technology Fluency: Ability to converse with technology and product teams and comfort with high level architectural, platform, and delivery conversations. Salesforce Marketing and Sales Cloud, Tableau, Microsoft Teams proficiency a plus
- Domain Knowledge: Background in Sales Operations, Marketing, Lead Management, and channel strategy is valued
- Ability to thrive in ambiguity: Exploring new, yet untested concepts, ideas, programs and tackling new problems that require working with a wide variety of partners to find solutions
- A bias for action: The ability to overcome obstacles, tackle challenges creatively, and successfully execute, at times under tight deadlines and within dynamic work environments
- Financial Services industry experience, while not essential, is preferred
- Bachelor's degree required
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 (depending on location), 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
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.