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Workflow Operations Associate – Charles Schwab – Orlando, FL

Company: Charles Schwab

Location: Orlando, FL

Expected salary: $24.04 – 26.44 per hour

Job date: Wed, 29 Oct 2025 05:18:25 GMT

Job description:

Job Title: Marketing and Brokerage Specialist

Job Description:

We are seeking a highly motivated Marketing and Brokerage Specialist to join our team. In this role, you will be responsible for developing and managing a comprehensive array of marketing resources, sales materials, and product offerings that align with our strategic objectives. Your exceptional knowledge of the brokerage industry will play a key role in driving our marketing efforts and enhancing our client’s experience.

Key Responsibilities:

  • Product and Service Development: Collaborate with product teams to create and refine offerings that meet market needs and drive sales.
  • Marketing Resources: Design, produce, and manage a suite of marketing materials, including brochures, presentations, case studies, and digital content.
  • Sales Materials: Develop compelling sales tools that effectively communicate our value propositions to potential clients.
  • Industry Knowledge: Stay abreast of market trends, regulatory changes, and competitive landscape to inform marketing strategies and sales tactics.
  • Collaboration: Work closely with sales teams to provide them with the resources and training needed to successfully promote our services.
  • Metrics and Evaluation: Analyze the effectiveness of marketing campaigns and sales materials, making data-driven adjustments to optimize performance.

Qualifications:

  • Proven experience in marketing, preferably within the brokerage or financial services industry.
  • Strong understanding of brokerage products and services.
  • Exceptional communication and presentation skills.
  • Ability to think creatively and strategically in a fast-paced environment.
  • Proficiency in marketing tools and analytics software.

Join us in transforming the brokerage experience through innovative marketing solutions and a deep understanding of our industry!

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