Marketing Manager, Trading Products

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.

The Trading Products & Digital Assets team leads the go-to-market strategy for Schwab's dynamic range of trading products and experiences—from strategy-specific products like stocks, options, futures, forex, crypto and more, to its award-winning array of trading platforms. Working at the intersection of product innovation, market participation, and client engagement, the team brings current and new offerings to market, shapes how prospects and clients discover and engage with them, and helps position Schwab for the future of self-directed trading and investing.

We are seeking a Marketing Manager, Trading Products to lead the development and execution of targeted marketing-based acquisition and client engagement strategies for a variety of products and experiences used by self-directed investors and active traders.

This position combines customer understanding, product marketing expertise, and data-driven decision making to ensure Schwab's trading offer experience remains compelling and differentiated. The ideal candidate will collaborate closely with Product, Trading, Retail Acquisition, and Trader Audience Marketing teams to drive product and/or platform adoption, engagement, and long-term client growth.

Responsibilities

Marketing Strategy

• Own go-to-market strategy and marketing plans for specific trading products and experiences.
• Develop positioning and messaging frameworks that clearly communicate the relevant value propositions.
• Partner with Product Management teams to prioritize marketing needs for new or enhanced products and experiences while ensuring alignment with broader business, trader segment, and marketing organization objectives.
• Partner with the Trader Audience team to ensure our strategies and tactics are informed by a deep client understanding as well as current market trends and competitive intelligence.

Campaign Management

• Develop and execute integrated, multi-channel marketing campaigns across owned, earned, and paid channels.
• Author strategic briefs and partner with creative teams to deliver compelling 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.

Client Engagement & Adoption

• Build targeted, always-on marketing experiences that engage and support clients through all phases of product and/or experience adoption—from awareness and consideration to onboarding and ongoing engagement.
• Partner with Trader Sales and Service teams to identify opportunities for client education and support.

Audience Insights & Market Trends

• Monitor competitor offerings plus emerging trading and technology trends.
• Identify opportunities to increase engagement, deepen relationships, and drive client loyalty.

Performance Measurement & Optimization

• Track campaign performance and relevant KPI metrics.
• Deliver regular reporting and recommendations to leadership and key stakeholders.
• Use testing, analytics, and client feedback to continuously optimize campaign effectiveness.

Cross-Functional Leadership & Collaboration

• 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.

Required Qualifications

• 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 of its phases—from channel strategy, to creative brief, to concept review and internal approvals, to production and launch.
• Strong analytical skills with experience leveraging data and client insights to drive decisions.
• Excellent written, verbal, and presentation skills and an ability to influence stakeholders.

Preferred Qualifications

• Experience marketing investing and trading-related products, technology platforms, or financial services offerings.
• Familiarity with self-directed audiences (investors and traders).
• Interest in trading and 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.