Charles Schwab

Director, Marketing, AI COE & Process

Charles Schwab$150K — $180K *
Consumer Technology
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10–15 years in marketing technology or operations, with proven leadership in large organizations
  • Experience implementing AI solutions, from identifying use cases to scaled adoption
  • Ability to train diverse audiences in AI fluency, including compliance aspects
  • Hands-on expertise in marketing execution and process challenges
  • Proven process ownership, including intake, prioritization, and governance
  • Strong capabilities in optimizing workflows and integrating technology
  • Demonstrated experience in lean and agile methodologies, with measurable improvements
  • Direct people leadership experience, including coaching and developing teams

Responsibilities

  • Own and strategize the roadmap for Marketing AI and GenAI COE
  • Manage the AI use case pipeline from intake to measurement of benefits
  • Drive AI fluency and community-building through various enablement initiatives
  • Act as a trusted advisor to provide clear direction and decision-making
  • Establish and improve marketing process governance and execution standards
  • Lead cross-departmental transformation efforts to streamline workflows
  • Align data, processes, and platforms with current and future marketing needs
  • Track performance using data insights to improve lifecycle capabilities
  • Develop and coach a high-performing team in a matrixed environment

Benefits

  • In-office collaboration to strengthen team dynamics
  • Access to advanced tools and technologies for marketing innovation
  • Opportunities for professional growth and continuous learning
  • Chance to work on cutting-edge AI projects within marketing
  • Engagement in cross-functional partnerships that enhance career experience
Full Job Description
Your Opportunity

Director, Marketing AI COE & Process

 

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 team serves as the Marketing Center of Excellence (COE) to build fluency, drive efficiency and improve effectiveness using AI. They are also responsible for defining and optimizing how marketing work gets done. The team leverages process governance, automation and AI to create scalable, efficient, and compliant ways of working that improve marketing performance, accelerate innovation, and maximize business value across the organization.

 

In this role, you will:

  • Own the strategy and roadmap for Marketing AI, with focus on developing a GenAI COE for Marketing
  • Build and manage the AI use case pipeline — intake, prioritization, value sizing, and measurement of realized benefit.
  • Drive AI fluency and adoption at scale through enablement, training, office hours, and community-building across a spectrum from advanced builders to reluctant adopters.
  • Serve as a trusted advisor — turning complexity into clear decisions, trade-offs, and direction.
  • Establish and mature Marketing process governance, including intake, prioritization, operating routines, decision rights, standards, and controls that create consistency, improve transparency, and reduce execution risk across teams.
  • Lead process transformation efforts partnering across Marketing, Technology, Operations, and Risk to simplify workflows, clarify ownership, improve handoffs, and deliver measurable gains in speed, quality, and marketer experience.
  • Drive scale and efficiency by aligning data, process, and platforms to current and future marketing needs.
  • 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.
What you have

Required:

  • 10–15 years in marketing technology, marketing operations, or process/program leadership, including direct experience owning marketing processes and leading technology-, automation-, and AI-enabled transformation in a large, matrixed organization with measurable business outcomes.
  • Demonstrated experience putting AI and GenAI into practical production use — identifying high-value use cases, building and testing prompts, agents, and workflows, and moving pilots into scaled, sustained adoption with measurable business results.
  • Ability to build AI fluency across a broad audience — from advanced builders to reluctant adopters — through enablement, training, office hours, and clear standards for responsible, compliant use in a regulated environment.
  • Hands-on experience working within marketing execution — campaign development, creative and content production, review and approval, and delivery — with a clear understanding of where friction, rework, and risk occur.
  • Proven ownership of end-to-end marketing processes, including documentation, intake and prioritization, decision rights, controls, and the operating routines required to sustain them at scale.
  • Track record of optimizing processes using technology, workflow automation, and integration across platforms to remove manual steps, reduce cycle time, and improve quality and consistency.
  • Applied lean and agile thinking — value stream mapping, waste elimination, iterative delivery, and continuous improvement — supported by metrics that show measurable gains in speed, capacity, and marketer experience.
  • 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.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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