Salary: USD $87,800 - $214,700 / Year
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Charles Schwab is the largest publicly traded broker dealer in the Financial Services industry. We offer Retail & Institutional clients a wide range of products and services that are available to purchase through dedicated relationship models, periodic advice from Schwab employees, and direct to client through digital platforms. The Marketing organization is responsible for delivering solutions, experiences, and communications to ensure the best outcomes for clients, driving growth, and safeguarding the Schwab Brand.
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The Marketing, Planning, & Operations team leads the strategy, planning, and operations & risk management activity for the Marketing organization. As Schwab continues to grow to serve more clients and their unique investing needs, fostering a culture of proactive risk management is more important than ever. Confidence in our ability to meet Marketing and Regulatory Communications Compliance requirements is imperative to maintaining trust with our clients and safeguarding Schwab's reputation.
The Senior Manager - Marketing CWTP (Communications with the Public) will support the Marketing organization, supporting an efficient and consistent process to manage the review and approval of public communications. This role will be within the centralized communications with the public team in Marketing. This individual will work with others in the Marketing CWTP group, and other CWTP groups across the company to help ensure alignment and consistency in our communication review standards. This opportunity will require the candidate to possess a strong knowledge of Schwab products and services and the unique risks associated with them.
What you have
Required Qualifications:
- Education: BS/BA degree or equivalent.
- Professional Licensing: Series 7 and 24 required.
- 7+ years of relevant work experience.
- Demonstrated experience supporting CWTP reviews and S24 responsibilities.
- Experience with regulatory submission and review processes.
- Strong knowledge and understanding of regulatory expectations, interpreting regulatory guidance, and assessing risk.
Preferred Qualifications:
- Ability to make sound, timely and risk-based decisions considering supervisory and regulatory expectations and business needs.
- Able to balance rules and regulations around CWTP against business growth and communication objectives.
- Work collaboratively with various groups with potentially disparate objectives.
- Outstanding written and verbal communication demonstrating ability to effectively communicate/clearly articulate risks and testing results to leadership and key stakeholders.
- Collaborative working style effectively establishing trust and respect.
- Highly organized with detail orientation.
- Ability to prioritize and deliver on multiple assignments, prioritize projects & deliverables, meet tight deadlines and be effective and decisive under pressure.
- Exceptional client focus and a demonstrated ability to cultivate strong relationships inside and outside the organization.
- Strong emotional intelligence/maturity.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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