Charles Schwab Managing Director of Marketing in Boston, Massachusetts


Boston - MA, WNWMAIP, One International Place, 02110-2600

Valerie Denise Yrigolla


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Investment Advisory, Inc. (CSIA) at is an SEC-registered investment advisory firm and an affiliate of Charles Schwab & Co. serving high net worth individuals, trusts, retirement plans, foundations, and endowments. CSIA provides portfolio management for the Windhaven Strategies and ThomasPartners strategies and delivers research and portfolio management services to other products including Schwab Intelligent Portfolios and Schwab Managed Portfolios.

The Managing Director of Marketing position will be responsible for building a retail and institutional marketing strategy for select CSIA divisions with a primary focus on Windhaven and ThomasPartners. The position will also provide additional oversight of marketing activity for other sub-advised products. The successful candidate will manage a team responsible for the implementation of the CSIA marketing strategy including preparation, review and oversight of all forms of marketing material used in both retail and institutional channels of distribution. This role will require a close working relationship with our marketing partners within our affiliate Charles Schwab & Co., and leaders in the business.

It will be important for the successful candidate to have a thorough understanding of financial services marketing combined with proven experience developing marketing strategies, writing and designing effective marketing pieces and people management. He/she will work collaboratively with the existing sales and client service teams and Schwab’s marketing and PR professionals to plan and execute a well-coordinated marketing strategy. This position reports to the Vice President of Marketing for Schwab’s asset management businesses.

What you’ll do:

  • Work with leadership in CSIA and Schwab marketing to develop and implement a comprehensive marketing strategy to support CSIA business and sales initiatives

  • Drive product marketing initiatives for Windhaven and ThomasPartners as well as other CSIA strategies such as Schwab Managed Portfolios

  • Oversee the existing marketing material creation and update process

  • Write, review and/or edit new marketing pieces as needed

  • Work closely with Compliance, Sales, Relationship Management, Client Service and Research teams to ensure coordination and sharing of best practices, and with our Schwab corporate marketing and PR colleagues to leverage the full resources of the broader organization

  • Provide administrative oversight and bi-weekly reporting

  • Maintain a deep understanding of the Windhaven and ThomasPartners’ investment process, philosophy and performance and develop ways to articulate this approach to potential investors

What you have:

  • 10+ years of experience in financial services marketing with an emphasis on asset management

  • Experience with both retail and institutional marketing

  • Experience creating marketing material for a global investment firm

  • Product management experience

  • Excellent interpersonal, communication, and presentation skills, with an ability to explain and write about sophisticated products and complex investment strategies

  • Successful track record of building relationships with colleagues internally and vendor partners externally

  • Strong results orientation and the ability to set and achieve compelling goals, project-manage effectively. A bias toward thoughtful innovation

  • The ideal candidate will demonstrate the ability to set strategic direction for the marketing organization, in collaboration with the senior management team, and have a strong compliance/oversight orientation

  • Advanced degree preferred

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: Chartered Financial Analyst - CFA

Relevant Work Experience: Marketing-6+ yrs

Position Located In: MA - Boston

Education: BA/BS

Job Type: Full Time


Activation Date: Wednesday, November 7, 2018

Expiration Date: Saturday, December 8, 2018

Apply Here