Charles Schwab Sr. Value Add Marketing Manager in Lone Tree, Colorado


Lone Tree - CO, DENR2, 9800 Schwab Way, 80124

Valerie Denise Yrigolla


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Charles Schwab Investment Management at (CSIM) marketing team is responsible for developing effective marketing programs and communication strategies that promote Schwab’s proprietary ETF and mutual fund products to financial advisors, institutions and retail investors. The Sr. Value Add Marketing Manager is responsible for executing on comprehensive value add marketing programs and developing content to increase brand awareness and credibility, build client relationships, drive engagement and fuel loyalty.

What you’ll do:

The position will work with the broader CSIM marketing team, other business partners and outside agencies/writers to provide marketing support, content development and project management for our marketing and content initiatives.

The Sr. Value Add Marketing Manager should have the ability to plan, create and deliver marketing and content initiatives, which could include:

  • Content development: Identifying key story angles, finding and filling gaps in our content coverage, turning trends and data into compelling content, write compelling headlines and edit a broad range of content.

  • Marketing communications: Developing marketing communications that support business goals, and help support our advocacy, leadership as well as various products, services and programs.

  • Analytics and reporting: Capturing results of marketing and content initiatives and creating dashboards to highlight results to socialize with broader team and business partners.

Specific responsibilities include:

  • Develop a strong understanding of CSIM, our products, target audiences, business goals and sales objectives

  • Plan, create and deliver a variety of content and marketing communications including, but not limited to, whitepapers, articles, infographics, presentations, videos, case studies, brochures, webcasts, web copy, and emails

  • Project manage the marketing and content development process from beginning to end—authoring creative/content briefs, managing the creative agency and outside writers and/or creating content yourself, working with key stakeholders and subject matter experts, managing the compliance review process, and working with internal partners and other vendors to execute/print final product

  • Project management of marketing and content initiatives including development of status documents, timelines, schedules, and content plans and ensuring that all deadlines and deliverables are met on time and on budget

  • Frequent collaboration with marketing team and key business partners such as PR, events, sales and channel owners to socialize projects and initiatives and maximize promotional opportunities

  • Manage communications and content distribution through multiple channels, including internal content distribution, and make suggestions regarding the right content for the right channel

  • Manage and facilitate internal sales education and training for key value add programs

  • Monitor and track programs and content against business and marketing goals to gauge success of efforts

What you have:

  • BA/BS in Marketing, English, Communications, Finance or related field preferred

  • 8+ years of marketing and content development experience

  • Experience in the financial services or asset management industries and understanding of the Registered Investment Advisor and/or Defined Contribution space a plus

  • Excellent verbal and written communication skills with superior attention to detail; ability to articulate objectives, strategies and tactics to various teams and levels of management

  • Proven experience in content strategy and new content development; experience in syndicating content a plus

  • Deadline oriented with effective time management skills

  • Extremely strong project management and organizational skills with the ability to manage and prioritize multiple projects simultaneously, keeping projects on schedule and on budget

  • Strong client focus and ability to think in terms of the client experience/perspective

  • Ability to build strong personal relationships and trust across business lines

  • Strong persuasion and Power Point skills

  • Ability to work independently and cooperatively within a team environment to achieve business objectives and proactively support the needs of key business partners

  • Experience building effective cross functional relationships and navigating the complexities of a large organization to manage project deliverables

  • Flexible, adaptable, and comfortable with producing results in an environment of change and ambiguity

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, 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.

Learn more about Life@Schwab at .

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Marketing-6+ yrs

Position Located In: CO - Lone Tree

Education: BA/BS

Job Type: Full Time


Activation Date: Tuesday, August 8, 2017

Expiration Date: Friday, September 1, 2017

Apply Here