Senior Vice President, Institutional Services Marketing
Westlake, Texas, Us
Responsible for overseeing the marketing strategy, planning and execution for the division of Schwab that serves independent investment advisors, retirement plan sponsors and participants, and other institutional clients. Specifically, through a team of 50+ marketing professionals in four geographical regions, manages multi-million dollar marketing budget including advertising, digital marketing, social media, events marketing, field marketing and client communications for the four business units within Institutional Services. Each business unit focuses on a distinct client need; Advisor Services, provides trading, custody, technology, practice management and other support services to help more than 7,000 independent investment advisors grow and serve their clients; Retirement Plan Services, manages bundled workplace retirement plans for thousands of employers representing more than 1.5 million retirement plan participants; Corporate Brokerage Services, handles all brokerage-related corporate services, including stock plan services, designated brokerage, mutual fund clearing and investment-only sales to employers; Retirement Business Services, serves retirement advisors and independent record keepers and manages the Business Trust division of Charles Schwab Bank.