Director, Marketing Technology Portfolio & Planning
Charles Schwab — Westlake, TX
Posted: 2026-09-17
Job Description
• Director-level, on-site marketing technology portfolio and strategic planning role with Charles Schwab in Westlake, TX (+1 other).
• Own the long-term strategy, planning framework, integrated roadmap, investment priorities, governance, and business cases for marketing technology capabilities.
• Lead cross-functional discovery, prioritization, capacity planning, sequencing, and delivery alignment across Marketing, Retail, Advisor Services, Workplace, Technology, Data, Operations, and other enterprise partners.
• Manage marketing technology portfolio performance, budget, spend, forecasting, risk, dependencies, adoption insights, and measurable business value while optimizing the technology ecosystem.
• Requires 15+ years of relevant experience, prior direct people leadership, and a Bachelor’s degree or equivalent work experience; advanced degree, relevant certifications, and financial-services or regulated-industry experience are preferred.