Charles Schwab

Direct Mail Program and Content Marketing

Developed targeted content and print assets for Schwab’s Corporate and Executive Services division to engage HR professionals and stock plan admins.
Client: Charles Schwab

Before: Limited materials to support employer onboarding and stock option education.

After: A coordinated suite of content and mailers that informed, impressed, and converted.

• Designed the Stock Option Employer Welcome Kit to simplify complex topics.

• Created OptionCenter marketing materials tailored to HR decision-makers.

• Launched a direct mail program to boost awareness and adoption of stock plan services.

Certain samples are not available due to non-disclosure agreements.