Marketing Manager, Trading Products

Charles Schwab Inc.•Westlake, TX

11d•$100,000 - $110,000

About The Position

Schwab is seeking a Marketing Manager, Trading Products to lead targeted marketing-based acquisition and client engagement strategies for products and experiences used by self-directed investors and active traders. The role combines customer understanding, product marketing expertise, and data-driven decision-making to keep Schwab’s trading offer experience compelling and differentiated. The Marketing Manager will work closely with Product, Trading, Retail Acquisition, and Trader Audience Marketing teams to drive product and platform adoption, engagement, and long-term client growth. The position owns go-to-market strategies and marketing plans for specific trading products and experiences, develops positioning and messaging, and creates integrated campaigns across owned, earned, and paid channels. It also supports clients through the adoption journey, monitors market and competitor trends, measures campaign performance, and collaborates across product, marketing, acquisition, sales, and research teams.

Requirements

Bachelor's degree in Marketing, Business, Communications, or a related field, or equivalent work experience.
3–5 years of marketing, product marketing, or go-to-market strategy experience.
Experience developing and executing integrated marketing campaigns.
Demonstrated ability to manage a cross-functional project initiative through all phases, from channel strategy and creative brief through concept review, internal approvals, production, and launch.
Strong analytical skills and experience leveraging data and client insights to drive decisions.
Excellent written, verbal, and presentation skills, and ability to influence stakeholders.

Nice To Haves

Experience marketing investing and trading-related products, technology platforms, or financial services offerings.
Familiarity with self-directed audiences, including investors and traders.
Interest in trading, complex strategies, and emerging technology applications within investing.
Experience working in a highly regulated industry.
Self-starter who thrives in a collaborative, fast-paced environment.

Responsibilities

Own go-to-market strategy and marketing plans for specific trading products and experiences.
Develop positioning and messaging frameworks that clearly communicate relevant value propositions.
Partner with Product Management teams to prioritize marketing needs for new or enhanced products and experiences and align them with business, trader segment, and marketing organization objectives.
Partner with the Trader Audience team to incorporate client understanding, market trends, and competitive intelligence into strategies and tactics.
Develop and execute integrated, multi-channel marketing campaigns across owned, earned, and paid channels.
Author strategic briefs and partner with creative teams to deliver client-facing experiences.
Ensure consistent messaging across digital experiences, campaigns, field enablement materials, and educational content.
Coordinate with Retail Acquisition and CRM teams to drive awareness, consideration, and adoption.
Build targeted, always-on marketing experiences that support clients through awareness, consideration, onboarding, and ongoing engagement.
Partner with Trader Sales and Service teams to identify client education and support opportunities.
Monitor competitor offerings and emerging trading and technology trends.
Identify opportunities to increase engagement, deepen relationships, and drive client loyalty.
Track campaign performance and relevant KPI metrics.
Deliver regular reporting and recommendations to leadership and key stakeholders.
Use testing, analytics, and client feedback to optimize campaign effectiveness.
Serve as a key marketing partner to Trading Experience Management.
Collaborate with peers across Product, Marketing, Retail Acquisition, Sales, and Research teams.
Support development of field enablement materials and executive presentations when needed.