Director, Marketing Technology Capabilities & Programs (PL)

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).

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.

Charles Schwab’s Marketing Technology Planning & Enablement (MTPE) organization defines and delivers a modern, scalable marketing ecosystem of capabilities, platforms, and solutions-so marketers can drive growth in an evolving digital landscape.

You will lead cross-marketing strategy, planning, and roadmap development for core and emerging marketing technology capabilities, including Generative AI programs and enablement solutions. Partnering with stakeholders across the enterprise, you’ll translate business needs into a prioritized roadmap and an actionable execution plan that delivers measurable outcomes.

In this role, you will:

• Own the strategy and roadmap for Marketing Technology capabilities, with focus on developing a GenAI center of excellence for marketing
• Lead cross-functional work to assess needs, prioritize initiatives, and improve marketer enablement across Retail, Advisor Services, and Workplace.
• Partner with Technology to modernize and optimize the marketing tech stack and user experience.
• Drive scale and efficiency by aligning data, process, and platforms to current and future marketing needs.
• Serve as a trusted advisor-turning complexity into clear decisions, trade-offs, and direction.
• Shape investments, vendor partnerships, and build/buy decisions with Technology and key stakeholders.
• Establish governance to align stakeholders on roadmap, process, and prioritization.
• Use data and insights to track performance, manage risk, and continuously improve key lifecycle capabilities.
• Lead, coach, and develop a high-performing team to deliver outcomes through a matrixed environment.

• 10-15 years in marketing technology, program/product management, or related roles delivering measurable business outcomes.
• Hands-on AI enablement experience - particularly with Microsoft Copilot Studio and Writer AI a plus
• Prior direct people leadership experience (hiring, performance management, coaching, and development).
• Strong business acumen and ability to translate marketer needs into clear capability requirements and roadmaps.
• Experience preparing and delivering presentations, with strong executive-level storytelling.
• Challenger mindset: continuously improve scale, efficiency, and marketer experience.
• Passion for marketing technology and enabling modern, high-impact marketing experiences.

Skills: Artificial Intelligence (AI), Artificial Intelligence (AI) Programming Languages, Autoscaling, Business Skills, Coaching, Continuous Improvement, Cross-Functional, Ecosystems, Emerging Technology, Establish Priorities, Finance, Leadership, Marketing, Marketing Plan, Microsoft Product Family, Needs Assessment, Outbound Marketing, Performance Analysis, Performance Management, Presentation/Verbal Skills, Problem Solving Skills, Product Management, Retail, Risk Management, Storytelling, Technical Marketing, User Interface/Experience (UI/UX), Writing Skills

About the Company: The Charles Schwab Corp The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named “Highest in Investor Satisfaction with Self-Directed Services” by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients’ needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients’ and our company’s goals; who have the highest ethical standards - individuals who take pride in making a difference in people’s lives.

Company Size: 1,000 to 1,499 employees