Charles Schwab · 10 hours ago
Marketing Strategy, Senior Manager, DAFgiving360
US-TX-Austin
Full-time
Hybrid
Senior Level, Lead/Staff
$102K/yr - $145K/yr
8+ years expCharles Schwab is a leading financial services firm, and they are seeking a Marketing Strategy, Senior Manager to enhance the awareness and adoption of their charitable donor-advised fund offerings. The role involves strategizing and executing integrated marketing campaigns targeted at high-net-worth clients and financial advisors, ensuring alignment with business objectives.
Financial Services
Responsibilities
Gain a deep understanding of DAFgiving360’s and Schwab Investor Services’ experiences, audiences, value propositions, and business objectives to understand and maximize the intersection of Investor audience needs with DAFgiving360’s offer
Strategize, develop, and deliver effective integrated marketing campaigns and programs that increase DAFgiving360 awareness and penetration within Schwab Investor Services—among high-net-worth clients and the Financial Consultants/Wealth Advisors who serve them
Serve as the go-to subject matter expert and marketing consultant for how DAFgiving360 is positioned to Schwab Investor Services, setting the strategy, developing a roadmap for how to achieve it, and delivering on marketing activities within
Translate DAFgiving360 strategic objectives into actionable Investor Services-focused marketing strategies and plans, then manage on-strategy execution across DAFgiving360- and Schwab-owned channels
Oversee and/or develop Investor Services integrated marketing campaigns and deliverables across email, web, print, sales materials, Investor Services internal and field communications, and more, ensuring cohesive experience and consistent messaging
Project manage marketing through all phases of development—from strategy through delivery and ongoing optimizations—collaborating with subject matter experts, stakeholders, compliance, agencies, and others
Work closely with product marketing to advocate for Investor Services audience considerations as part of ongoing DAFgiving360 offer development efforts, managing resulting messaging updates to existing Investor Services marketing
Develop network of partner relationships across DAFgiving360 and Schwab Investor Services (marketing, strategy, sales, field enablement, etc.) to stay aligned on strategic priorities and activities within the Investor segment, and to help deliver holistic marketing and communications solutions
Qualification
Required
Bachelor's degree in marketing, communications, or a related field
8+ years of financial services marketing experience with a focus on end-to-end strategy and execution
Excellent written and verbal communication skills, including the ability to develop and deliver presentations that distill complex topics or initiatives into summaries that influence, educate, and/or garner buy-in with partners and leaders across all levels of the organization
Strong organizational and project management skills, with a drive to consistently deliver results across multiple, competing priorities
Self-starter with a can-do attitude, adaptability, sense of ownership and accountability, appetite for continuous improvement, and strong interpersonal skills
Ability to think creatively, strategically, and analytically—to develop effective, audience-focused marketing solutions that support business objectives
Track record of taking an insights- and data-driven approach to marketing, including monitoring and applying learnings from performance data, research, and competitive insights
Experience managing marketing budgets and agency relationships
Preferred
Understanding of investor audiences, philanthropic giving, and/or wealth management solutions
Experience with project management and workflow tools such as Smartsheet and/or Workfront
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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