Senior Manager, Retention Marketing

Your Opportunity

At 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 are

Workplace 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 role

In 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 do

Own and evolve asset retention marketing strategy

• Own end-to-end strategy and execution to retain assets at Schwab across retirement plan and equity compensation plan experiences, with clear accountability for outcomes
• Lead 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 engagement
• Set direction for retirement plan and equity compensation plan deconversion communications, partnering closely with Relationship Management, Participant Engagement, and Client Experience
• Chart and refine rollover strategies across the participant lifecycle, identifying new opportunities, testing approaches, and scaling what works
• Identify opportunities to collaborate and ensure alignment with Retail partners

Serve as B2C marketing lead for expedited communications

• Serve as the Workplace B2C marketing point of contact during periods of market stress, partnering with business leaders to activate timely, compliant participant communications
• Maintain and continuously improve the Workplace expedited communications playbook in alignment with business and communications partners

Influence and communicate at a senior level

• Present strategy, performance, and recommendations to marketing and business leadership, clearly articulating trade-offs, risks, and opportunities
• Build credibility as a go-to expert for asset retention and rollover marketing across Workplace and Retail partners 

Drive measurement, accountability, and optimization

• Define success metrics and own KPI development, tracking, and storytelling—connecting marketing performance to participant outcomes and business results

• Use results to proactively recommend course corrections and future opportunities 

Navigate and influence in a matrixed organization

• Build and sustain strong relationships across Workplace Services, Retail Marketing, Client Experience, Legal, Compliance, live channel teams, and other partners

• Influence without authority, aligning diverse partners around shared goals and driving progress in a complex, matrixed environment 

Ensure ongoing operational excellence and risk management

• Maintain oversight of owned marketing assets to support compliance, accuracy, and brand alignment
• Proactively manage review cycles and partner with Legal and Compliance to implement required updates

 

 

What you have

• 8+ years of marketing (in-house or agency), preferably in financial services or another highly regulated industry
• Bachelor’s degree in marketing, communications, or a related field 
• Demonstrated experience leading large, complex initiatives with a high degree of autonomy
• Proven ability to translate business goals into integrate