Marketing Strategy, Senior Manager, DAFgiving360

Your opportunity

Are you a seasoned marketing strategist with 8 years of professional experience, including in financial services? DAFgiving360 is looking for a Marketing Strategy, Senior Manager to focus on driving awareness, consideration, and adoption of our charitable donor-advised fund offer with Schwab’s Investor Services—including among high-net-worth clients and the Financial Consults/Wealth Advisors who serve them. The ideal candidate will understand how to effectively strategize, develop, and deliver impactful, data-driven integrated marketing programs that drive business results. In addition to marketing expertise, top candidates will also be self-starters with superb communication and relationship-building skills. If you’re an experienced financial services marketing strategist who’s looking to contribute meaningfully to a mission-driven organization, we’d love to hear from you!

DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $44 billion in grants to more than 280,000 charities.

DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.

What You’ll Do

• Gain a deep understanding of DAFgiving360’s and Schwab Investor Services’ experiences, audiences, value propositions, and business objectives to understand and maximize the intersection of Investor audience needs with DAFgiving360’s offer.
• Strategize, develop, and deliver effective integrated marketing campaigns and programs that increase DAFgiving360 awareness and penetration within Schwab Investor Services—among high-net-worth clients and the Financial Consultants/Wealth Advisors who serve them.
• Serve as the go-to subject matter expert and marketing consultant for how DAFgiving360 is positioned to Schwab Investor Services, setting the strategy, developing a roadmap for how to achieve it, and delivering on marketing activities within.
• Translate DAFgiving360 strategic objectives into actionable Investor Services-focused marketing strategies and plans, then manage on-strategy execution across DAFgiving360- and Schwab-owned channels.
• Oversee and/or develop Investor Services integrated marketing campaigns and deliverables across email, web, print, sales materials, Investor Services internal and field communications, and more, ensuring cohesive experience and consistent messaging.
• Project manage marketing through all phases of development—from strategy through delivery and ongoing optimizations—collaborating with subject matter experts, stakeholders, compliance, agencies, and others.
• Work closely with product marketing to advocate for Investor Services audience considerations as part of ongoing DAFgiving360 offer development efforts, managing resulting messaging updates to existing Investor Services marketing.
• Develop network of partner relationships across DAFgiving360 and Schwab Investor Services (marketing, strategy, sales, field enablement, etc.) to stay aligned on strategic priorities and activities within the Investor segment, and to help deliver holistic marketing and communications solutions
  
  

What you have

Required Qualifications

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have:

• Bachelor’s degree in marketing, communications, or a related field.
• 8 years of financial services marketing experience with a focus on end-to-end strategy and execution.
• Excellent written and verbal communication skills, including the ability to develop and deliver presentations that distill complex topics or initiatives into summaries that influence, educate, and/or garner buy-in with partners and leaders across all levels of the organization.
• Strong organizational and project management skills, with a drive to consistently deliver results across multiple, competing priorities.
• Self-starter with a can-do attitude, adaptability, sense of ownership and accountability, appetite for continuous improvement, and strong interpersonal skills.
• Ability to think creatively, strategically, and analytically—to develop effective, audience-focused marketing solutions that support business objectives.
• Track record of taking an insights- and data-driven approach to marketing, including monitoring and applying learnings from performance data, research, and competitive insights.
• Experience managing marketing budgets and agency relationships
  
  

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). This role is expected to be in the office 4 days a week.

Preferred Qualifications

• Understanding of investor audiences, philanthropic giving, and/or wealth management solutions
• Experience with project management and workflow tools such as Smartsheet and/or Workfront
  
  

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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