
Investment services and wealth management firm
Manager, Marketing Operations at Charles Schwab
About the role
Pay range:
USD $100,000.00 - $125,000.00 / Year
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thinking meets disciplined execution as we challenge the status quo and help transform the financial services industry.
The Manager of Acquisition Marketing plays a critical role in driving advisor acquisition and net new asset growth by managing and delivering high-performing, compliant, and scalable marketing content. This role focuses on operational ownership and execution-ensuring Schwab Advisor Services' acquisition marketing programs are delivered consistently, efficiently, and with rigor across channels.
Reporting to a Director of Acquisition Marketing within Advisor Services Marketing and also providing support to a Director of Strategy and Operations, this role is ideal for an experienced marketing manager who thrives in a matrixed environment, brings strong project and systems discipline, and takes pride in moving complex work forward.
Core Responsibilities:
- Create, manage, and deploy multichannel acquisition marketing content, including digital, social, and traditional/direct marketing
- Ensure all content is current, compliant, audit-ready, and aligned to brand and regulatory standards
- Support content audits, regulatory reviews, and ongoing updates with compliance and legal partners
- Proactively surface ideas and solutions that improve marketing effectiveness and efficiency
Operational & Systems Ownership:
- Own content workflows within Workfront, including archiving, approvals, and attestations
- Coordinate publishing requests with internal partners and agencies
- Manage relationships with cross-functional stakeholders, SMEs, and agency partners
- Support performance reporting and analytics
AI, Tools & Technology Enablement
- Support AI-enabled digital content optimization
- Use Microsoft Copilot and emerging AI tools to improve efficiency
- Partner across Workfront, Salesforce, Marketo, and Adobe platforms
What you have
Required Qualifications:
- 3-6 years' experience in marketing operations or acquisition marketing
- Strong project management skills
- Experience with content management systems
- High attention to detail and systems-thinking mindset
- Comfort working in complex, matrixed organizations
- Strong written and verbal communication skills
Preferred Qualifications:
- Financial services or regulated industry experience
- B2B professional services marketing exposure
- Agency management experience
- Familiarity with marketing analytics
- Willingness to work on site and collaborate closely with a marketing team
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
Required skills
Marketing operations
Content management
Workflow management
Project management
Compliance coordination
Campaign execution
Stakeholder management
Process improvement
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About Charles Schwab

Charles Schwab
PublicCharles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.
10,001+
Employees
Westlake
Headquarters
$134B
Valuation
Reviews
10 reviews
4.2
10 reviews
Work-life balance
3.8
Compensation
4.2
Culture
4.5
Career
3.2
Management
4.0
75%
Recommend to a friend
Pros
Supportive and approachable management
Great work-life balance and flexibility
Excellent benefits and competitive pay
Cons
High pressure and demanding workload
Limited career advancement opportunities
Fast-paced environment causing stress
Salary Ranges
30 data points
L2
L6
L3
L4
L5
L2 · Marketing L2
0 reports
$122,811
total per year
Base
$49,124
Stock
$61,406
Bonus
$12,281
$85,968
$159,654
Interview experience
7 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Offer rate
28%
Experience
Positive 14%
Neutral 58%
Negative 28%
Interview process
1
Phone Screen
2
Interview
3
Background Check
Common questions
Phone Interview
Recruiter Screening
Technical Assessment
Latest updates
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