Senior Manager, Retention Marketing

Your opportunityAt Schwab, we believe the best long-term growth strategy is one that puts clients first.Within the Workplace Marketing organization, the Retail Engagement Marketing team delivers integrated, data-driven marketing experiences that help Workplace participants—individual investors in employer-sponsored retirement or equity compensation plans—see Schwab as their primary financial partner for life.The Sr. Manager, Retention Marketing is a senior, highly visible individual contributor who owns end-to-end strategy and delivery for retaining participant assets at Schwab. This role drives rollover engagement across key lifecycle moments and influences outcomes across a complex, matrixed organization.Who We AreWorkplace Participant Marketing creates compelling, educational, needs-based experiences that introduce participants to the full value of Schwab’s offers, build trust, and inspire deeper relationships. We partner across marketing, product, sales, client experience, and compliance teams to deliver integrated, end-to-end participant journeys that support participant outcomes and enterprise growth.The roleIn this role, you will lead strategy, planning, and optimization for programs that retain assets at Schwab and drive rollover activity across key participant lifecycle moments.You will define both the “what” and the “how,” chart new paths where none exist, and serve as a strategic thought partner to business and marketing leaders. Success requires comfort operating in gray areas, influencing without authority, and balancing strategic vision with hands-on execution.What You’ll DoOwn and evolve asset retention marketing strategyOwn end-to-end strategy and execution to retain assets at Schwab across retirement plan and equity compensation plan experiences, with clear accountability for outcomesLead the marketing approach for retirement plan participants who have left their employer but still have assets in their plan account—driving retention at Schwab through integrated, lifecycle-based engagementSet direction for retirement plan and equity compensation plan deconversion communications, partnering closely with Relationship Management, Participant Engagement, and Client ExperienceChart and refine rollover strategies across the participant lifecycle, identifying new opportunities, testing approaches, and scaling what worksIdentify opportunities to collaborate and ensure alignment with Retail partnersServe as B2C marketing lead for expedited communicationsServe as the Workplace B2C marketing point of contact during periods of market stress, partnering with business leaders to activate timely, compliant participant communicationsMaintain and continuously improve the Workplace expedited communications playbook in alignment with business and communications partnersInfluence and communicate at a senior levelPresent strategy, performance, and recommendations to marketing and business leadership, clearly articulating trade-offs, risks, and opportunitiesBuild credibility as a go-to expert for asset retention and rollover marketing across Workplace and Retail partners Drive measurement, accountability, and optimizationDefine success metrics and own KPI development, tracking, and storytelling—connecting marketing performance to participant outcomes and business resultsUse results to proactively recommend course corrections and future opportunities Navigate and influence in a matrixed organizationBuild and sustain strong relationships across Workplace Services, Retail Marketing, Client Experience, Legal, Compliance, live channel teams, and other partnersInfluence without authority, aligning diverse partners around shared goals and driving progress in a complex, matrixed environment Ensure ongoing operational excellence and risk managementMaintain oversight of owned marketing assets to support compliance, accuracy, and brand alignmentProactively manage review cycles and partner with Legal and Compliance to implement required updatesWhat you have8+ years of marketing (in-house or agency), preferably in financial services or another highly regulated industryBachelor’s degree in marketing, communications, or a related field Demonstrated experience leading large, complex initiatives with a high degree of autonomyProven ability to translate business goals into integrated marketing strategies and measurable outcomesStrong executive presence and experience presenting to and influencing senior business and marketing leadersComfort operating in ambiguity, setting direction, and driving alignment across a matrixed organizationWhat You’re Good AtTaking ownership and driving work forward without waiting for directionSeeing the big picture while staying close enough to execution to ensure high-quality deliveryCommunicating clearly, confidently, and persuasively with partners at all levelsBuilding trust-based relationships and influencing outcomes without direct authorityNavigating complexity, managing competing priorities, and making sound decisions with sometimes-imperfect information Additional InformationProficiency in PowerPoint and Excel; analytics experience a plusLimited, occasional travel may be requiredWhat’s in it for youAt 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance