Charles Schwab - Lone Tree, CO

posted 5 days ago

Lone Tree, CO
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

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. Events are one of the most important channels in which Schwab expresses its value to clients, and the Client Event Marketing Manager will have the opportunity to be part of the team responsible for creating an exceptional experience for our clients. The Event & Production Services team creates and executes events that embody Schwab's corporate brand and support Schwab Advisor Services client relationships. Through strong partnerships within Schwab, with our clients and the RIA industry, we create and execute industry-leading events that build awareness, confidence, and trust in Schwab's brand and strategic objectives. Want to be a key player in the execution of Schwab's corporate recognition programs and client events? Are you known for naturally building and maintaining excellent working relationships with cross-functional team members and influence business partners? Do you have a learning mindset, a passion for detail, stellar project management skills, and thrive in a matrixed and collaborative environment? All while simultaneously managing multiple projects? This might be the job for you.

Responsibilities

  • Driving dynamic campaign elements that build event attendance and engagement.
  • Collaborate with our internal business partners to establish and provide unique event marketing campaigns.
  • Develop creative briefs for creative agencies, review and gain approval for event themes, establish and communicate marketing deliverables timelines, and manage and edit the content for expansive email campaigns and websites.
  • Partner with professional and amateur writers, review and edit content, collect feedback and guidance from multiple parties to create a cohesive narrative.
  • Manage a detailed budget.
  • Assist in the development and execution of the on-site attendee experience.
  • Focus on the integration of the conference theme into directional signage, premiums and promotional materials, digital and mobile assets, and other opportunities to complement and support the client's experience.
  • Work closely with internal teams and key stakeholders to ensure eligibility criteria are adhered to and stewarding awareness of details via internal portals and resources.
  • Contribute your time and skills to various tasks and projects within Event Marketing.

Requirements

  • Experience as an event marketer and building campaign effective campaign elements.
  • 5 plus years in a program management and/or content development role.
  • Experience in managing creative agencies for high-visibility, client-facing event communications.
  • Experience serving the financial services industry (preferred); an understanding of client events.
  • An understanding of email and website traffic analytics.
  • Experience with managing an event budget.

Nice-to-haves

  • Commitment to always ensuring an outstanding client experience.
  • Strong written and verbal communication skills with ability to shape messaging and content.
  • Excellent project management skills, producing significant output with minimal wasted effort.
  • Plans, organizes, and executes in an efficient, productive manner.
  • Diligent management of timelines and socializes key dates and deliverables with business partners and creative agencies.
  • A 'can-do', independent and results-oriented approach to business.

Benefits

  • Eligible for bonus or incentive opportunities.
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