The Charles Schwab Corp logo

Manager, Market Research & Research Operations

The Charles Schwab Corp

  • Lone Tree, CO
  • 5 days ago

    Highlights

    The role will also own important research operations, including project intake and tracking, survey programming and quality assurance, sample and participant management, vendor coordination, documentation, compliance support, knowledge management, and process improvement. This individual will partner with business stakeholders to clarify their needs, translate business questions into appropriate research approaches, and manage quantitative and qualitative studies from initial scoping through analysis, reporting, and activation.

    Numbers & Facts

    LocationLone Tree, CO
    IndustrySecurity and Surveillance
    Company Size1,000 to 1,499 employees
    Year Founded1971
    Websitehttp://www.aboutschwab.com/careers

    Description

    Your Opportunity

    The Manager, Market Research & Research Operations will lead end-to-end primary research while strengthening the processes, tools, standards, and operational practices that enable the Market Research team to work efficiently and consistently.

    This individual will partner with business stakeholders to clarify their needs, translate business questions into appropriate research approaches, and manage quantitative and qualitative studies from initial scoping through analysis, reporting, and activation. The role will also own important research operations, including project intake and tracking, survey programming and quality assurance, sample and participant management, vendor coordination, documentation, compliance support, knowledge management, and process improvement.

    The role will provide dedicated research support to the International and Workplace teams, helping each group translate distinct business priorities and audience needs into studies, actionable insights, and consistent research practices.

    What you have

    • Demonstrated experience independently managing primary market research from business-question development through reporting.
    • Working knowledge of quantitative and qualitative research methods, including survey research and interview- or discussion-based approaches.
    • Experience developing research instruments and overseeing programming, testing, fieldwork, data quality, analysis, and reporting.
    • Strong project-management skills, with the ability to manage multiple workstreams, deadlines, stakeholders, and vendors.
    • Ability to move comfortably between detailed execution and higher-level interpretation.
    • Strong analytical thinking and the ability to turn evidence into clear business implications.
    • Strong written, verbal, and presentation skills.
    • Demonstrated stakeholder-management and consultative problem-solving skills.
    • Experience improving processes, documenting workflows, or creating reusable research standards and resources.
    • High attention to detail and sound judgment in handling sensitive research information.
    • Proficiency with Microsoft PowerPoint, Excel, and Word, plus experience with survey or research platforms.

    Preferred qualifications:

    • Experience conducting research in financial services or another highly regulated industry.
    • Experience with research involving clients, prospects, consumers, or specialized customer segments.
    • Experience with Qualtrics or a similar survey platform.
    • Experience managing participant recruitment, customer sample, research panels, or qualitative scheduling.
    • Familiarity with vendor contracts, budgets, invoicing, and research procurement processes.
    • Experience supporting brand, advertising, message-testing, customer-experience, product, or UX research.
    • Experience creating training, onboarding materials, process documentation, or knowledge-management resources.

    About Company

    The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

    The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

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