Description

Your Opportunity

At Schwab, you are empowered to make an impact on your career while shaping the future of wealth management. You will work alongside collaborative, mission-driven leaders who value innovation, continuous learning, and purposeful work. Your expertise will help accelerate the Distributed Marketing Capability across business, Sales, and Technology so teams can launch faster, personalize responsibly, and drive stronger adoption in the field.

Distributed Marketing is enabled through structured templates, workflows, and platform capabilities that allow field users to select, customize within guardrails, and trigger communications directly to their audiences. This role connects business priorities with Marketing, Sales, and Technology teams, ensuring the operating model, governance, and enablement approach drive speed to market, usability, and adoption across the enterprise.

The Distributed Marketing Capability function is responsible for defining and operating a scalable model that enables field and sales-driven communications through centrally managed templates, content, and governance.

This capability combines centralized marketing control with distributed execution, allowing advisors and frontline teams to deliver personalized, compliant client communications at scale while maintaining brand consistency and regulatory standards.

As a peer to existing capability owners, this role will serve as a cross-functional facilitator who aligns stakeholders, drives standards and templates, and ensures launch-readiness through strong documentation and operating discipline. This role is an individual contributor.

What You Will Do:

• Cross Functional Facilitation Across Marketing, Sales, and Technology: Serve as the connective tissue across Sales leadership, field advisors, capability owners, and platform teams to align priorities, sequence dependencies, and move work from request to launch.
• Capability Operating Model and Governance: Own and continuously improve the distributed marketing operating framework, including intake, triage, stage gates, launch readiness criteria, governance forums, and escalation paths.
• Standards, Templates, and Documentation: Own distributed marketing standards and template strategy end-to-end, including playbooks, intake requirements, launch checklists, and release/change documentation to reduce ambiguity and rework.
• Capability Partnership and Boundary Management: Partner closely with the Marketing Personalization capability owner to enable personalization-related requirements, while ensuring clear ownership boundaries for personalization strategy and platform-specific implementation.
• Speed to Launch and Adoption Outcomes: Drive measurable improvement in cycle time and field adoption by enforcing quality inputs, improving handoffs, and ensuring template outputs are practical and usable for frontline teams.

What you have

• Experience & Background
• • Marketing Automation Experience: 5+ years of experience with enterprise marketing automation platforms.
  • Dual Platform Expertise: Proven product or program ownership of SFMC and Marketo.
  • Distributed Marketing Proficiency: Expertise with workflow and execution of distributed communications in both the B2B and B2C space
  • CRM Integration Knowledge: Deep understanding of Salesforce Sales/Service Cloud connects as well as Marketo integration
• Technical Skills
  • SFMC Toolset: Mastery of Journey Builder, Content Builder, and Data Extensions.
  • Marketo Toolset: Expert in Marketo Sales Insights, assets, and tokens.
  • Development Basics: Familiarity with HTML/CSS for email troubleshooting.
• Strategy & Execution
  • Template Architecture: Designed locked, compliant, yet editable email templates.
  • Asset Governance: Managed brand compliance across distributed user groups.
  • Training & Enablement: Documentation creation for and training of non-technical field users.
  • Reporting & Analytics: Usage, engagement and sentiment training to assess and evaluate client and end user satisfaction
  • Troubleshooting: Resolved sync errors between CRMs and marketing platforms.

What You Are Good At:

• Demonstrated experience working with cross-functional partners to design and deliver initiatives, including evaluating opportunities and making recommendations based on the unique needs of business and Sales stakeholders.
• Building scalable operating systems: You have experience creating practical frameworks, governance, and documentation standards that improve execution quality while avoiding unnecessary process overhead.
• Influence without formal authority: You are effective in matrixed environments and can drive outcomes as a facilitator, escalating conflicts appropriately while maintaining strong working relationships.
• Structured problem solving and prioritization support: You break down ambiguous requests into clear requirements, identify root causes of delay, and help teams sequence work for impact, feasibility, and speed.
• Driving adoption through usability and clarity: You know that adoption depends on relevance, simplicity, and confidence. You translate strategy into templates, guidance, and enablement that field users can apply and use.
• Executive communication and facilitation: You can align diverse stakeholders, drive clear decisions, and communicate tradeoffs, dependencies, and risks in a way that keeps momentum without creating confusion.

Requisition #: 2026-123506

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Requirements

2026-123506