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.
The Data-Driven Communications (DDC) team within Marketing partners across Schwab to help prospects and clients make informed decisions by delivering relevant, timely, and meaningful experiences throughout their journey. We leverage data, analytics, marketing automation, and lead management capabilities to improve engagement, deepen client relationships, and connect marketing investments to measurable business outcomes.
As the Marketing Lead Management Product Owner, you will lead the vision, strategy, and evolution of Schwab's B2B lead management ecosystem. You will own the roadmap and execution of capabilities that support lead capture, enrichment, qualification, routing, nurturing, and sales activation across multiple institutional business lines. You will partner with stakeholders across Marketing, Sales, Technology, Data & Analytics, Legal, Compliance, Risk, and Operations to deliver scalable, compliant, and data-driven solutions that improve lead quality, accelerate conversion, and drive business growth.
Success in this role requires a unique blend of product management expertise, marketing technology knowledge, strategic thinking, operational excellence, and stakeholder leadership. You'll balance long-term vision with tactical execution while continuously identifying opportunities to enhance the effectiveness and efficiency of Schwab's lead management capabilities.
Key Responsibilities:
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Serve as Product Owner for Schwab's B2B lead management ecosystem, owning the roadmap, backlog, prioritization framework, and delivery of enhancements that maximize business value.
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Define and execute the strategic vision for lead management capabilities, ensuring alignment with business, marketing, and sales objectives.
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Drive the ongoing evolution of lead management processes and technology, including lead capture, enrichment, scoring, routing, nurturing, attribution, and sales activation.
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Partner with Marketing Technology and platform administration teams to design, implement, optimize, and support lead management capabilities within Marketo and related technology platforms.
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Establish governance, intake, evaluation, and prioritization processes that effectively balance strategic goals, business demand, technical complexity, and regulatory requirements.
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Translate business needs into well-defined requirements, user stories, acceptance criteria, and delivery plans while partnering with technology teams to build scalable and sustainable solutions.
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Develop and maintain lead management standards and best practices, including data governance, taxonomy, source attribution, privacy compliance, scoring methodologies, and quality controls.
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Oversee implementation, testing, documentation, issue management, operational support, and continuous improvement activities to ensure reliable execution.
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Collaborate across Marketing, Sales, Technology, Data & Analytics, Legal, Compliance, Risk, and business teams to deliver integrated solutions that drive measurable outcomes.
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Build strong partnerships with stakeholders through clear communication, transparency, and alignment on priorities, delivery plans, and strategic objectives.
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Leverage data, analytics, and user feedback to identify opportunities to improve lead quality, conversion performance, operational efficiency, and user experience.
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Expand lead management capabilities through new channels, system integrations, automation, AI-enabled solutions, and emerging technologies.
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Ensure seamless integration across marketing automation, CRM, customer data, analytics, and reporting platforms.
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Serve as a subject matter expert on lead management best practices and the effective alignment of marketing and sales processes.
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Promote consistency, collaboration, and scalability across business units by identifying reusable solutions and sharing best practices through B2B and B2C lead management communities of practice.
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Communicate roadmap priorities, implementation progress, performance metrics, risks, and strategic opportunities to senior leaders and key stakeholders.
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.
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
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7+ years of experience in product management, marketing technology, lead management, CRM, marketing operations, analytics, or a related discipline.
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Proven ability to influence, align, and drive results across complex, highly matrixed organizations with diverse stakeholder groups.
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Experience serving as a Product Owner, Product Manager, Marketing Technology Manager, or similar role with accountability for product vision, roadmap development, backlog prioritization, and delivery execution.
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Hands-on experience with enterprise CRM platforms, preferably Salesforce Sales Cloud or Financial Services Cloud.
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Demonstrated success owning and evolving a business capability, product, platform, or operating model from strategy and design through implementation, measurement, and continuous improvement.
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Strong understanding of B2B lead management and customer engagement strategies, including buyer journeys, lead lifecycle management, lead scoring, nurturing, routing, funnel optimization, data quality, and sales and marketing alignment.
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Experience working with enterprise marketing automation platforms, preferably Marketo, including campaign orchestration, lead lifecycle management, scoring frameworks, integrations, governance, and operational best practices.
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Ability to translate business objectives into scalable technical solutions through effective partnership with technology, data, and platform teams.
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Working knowledge of sales processes, pipeline management, revenue generation workflows, and customer lifecycle management.
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Strong analytical and problem-solving skills with the ability to leverage data and insights to inform decisions, prioritize investments, and optimize business outcomes.
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Experience balancing competing priorities and stakeholder needs while making thoughtful, data-driven decisions that maximize business value.
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Excellent communication, relationship-building, and stakeholder management skills with the ability to influence audiences ranging from individual contributors to senior leaders.
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Collaborative and adaptable leader who demonstrates curiosity, accountability, resilience, and a continuous improvement mindset.
Preferred Qualifications:
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AI-native mindset with demonstrated experience leveraging generative AI tools and large language models, such as Microsoft Copilot, GitHub Copilot, Claude, or similar technologies, to improve productivity, streamline workflows, enhance decision-making, or drive business outcomes.
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Experience designing and managing integrations between marketing automation, CRM, customer data, analytics, and reporting platforms.
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Experience working within Agile delivery frameworks, including backlog management, sprint planning, user story development, testing coordination, release planning, and implementation execution.
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Understanding of data governance, privacy, consent management, compliance, and risk requirements within marketing and customer engagement ecosystems.
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Experience leading organizational change, driving adoption, and implementing standardized processes across multiple business units and stakeholder groups.
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Experience defining success metrics, measuring product performance, and using data to inform strategic product decisions and continuous improvement efforts.
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Experience supporting lead management, marketing technology, digital transformation, or customer engagement initiatives within financial services or another highly regulated industry.
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:
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401(k) with company match and Employee stock purchase plan
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Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
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Paid parental leave and family building benefits
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Tuition reimbursement
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Health, dental, and vision insurance
