Sr. Manager, Strategy & Segmentation (San Francisco)

To ensure SCRS participants' financial fitness by introducing them to SIS & Schwab Bank financial products, solutions, help & guidance and relationships and to convert them into clients

Scope of participants:

Retirement Plan Related

• Retirement Plan Services (RPS)
• 401(K) Company
• PAS ­ TPAs
• PAS ­ iPCRA

• Stock Plan Services
• Other as becomes strategically critical

• Assist in the roll-out of new products and services to plan participants including participant notification, and overall promotional campaign planning.
• Work with internal data team (CMI) to define the appropriate segmentation for plan participants.
• Conduct competitive research and monitoring for the defined contribution space. Keep the team up to speed on all market trends and competitive offers.
• Assist in the ongoing management of the participant research community including managing topics, reporting and implications.
• Help define and determine how the participant experience should be updated to reflect Schwab One Experience.
• Help determine how to best manage content for our products and services.

5+ years in marketing, market research, and/or strategy consulting. Experience preferred in Financial Services, specifically with defined contribution/investment services knowledge. MBA a plus. Experience in establishing positioning in both the B:B and B:C voice, as well as managing multi-channel communications, and serving as a conduit for Sales and Marketing organizations. Strong problem solving skills; Strong written and oral communication skills; passion for cross-service marketing and helping participants secure their financial future/achieve financial fitness; successful experience in driving cross-functional and organizational teams to meet objectives.

Success Factors

• The ability to quickly master how our retirement and equity compensation business operates and the ability to organize all touch points
• The knowledge, experience and earned credibility of bringing together business partners.
• The ability to work efficiently by meeting deadlines without sacrificing quality and effectiveness of the marketing programs.

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