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About the Role
The Charles Schwab Digital Retail organization is a multi-disciplinary group focused on building best-in-class digital experiences. In this individual contributor role, you will be an expert in user experience research, operating with independent judgment and leading by example. Your purpose is to design tools and experiences that enable users to achieve their financial goals.
Responsibilities
- Set expectations with project teams and align stakeholders on research goals, scope, timelines, and success criteria.
- Create and maintain research schedules, recruiting plans, and study logistics.
- Communicate status, decisions, tradeoffs, and next steps clearly with project teams and stakeholders.
- Review work with UX managers, keep them updated on project status and escalate items appropriately.
- Work with partners to deliver research and facilitate workshops or planning sessions.
- Listen to stakeholder needs and incorporate feedback to guide delivery strategically.
- Adapt methods and recommendations to business constraints while preserving rigor and insight quality.
- Advocate for research in cross-functional forums and connect insights to measurable business value and ROI.
- Translate insights into compelling narratives and actionable recommendations.
- Partner with cross-functional teams to embed generative and evaluative research into product development.
- Elevate research quality—define best practices, ensure methodological rigor, and support others in developing UX research knowledge and skills.
Requirements
- 6+ years of experience in user experience research.
- Proficiency and comfort running qualitative (interviews) and quantitative (surveys, click tests, navigation, etc.) research studies with the ability to provide rationale for the tradeoffs of using one or the other.
- Effective relationship builder with the ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types.
- Ability to simultaneously run research for multiple product teams, managing shifting priorities with autonomy and initiative.
- Experimental and innovative mindset.
- Ability to communicate complex messages and trade-offs and tell a compelling story.
- Strong self-management skills, comfortable with substantial responsibility, working directly with client partners, and capable of aligning stakeholders on goals, scope, timelines, and project schedules.
- Proficient in research tools such as UserZoom and UserTesting, including sessions with clients, advisors, and internal stakeholders.
- Comfort in a project-oriented work environment, with a positive attitude and solid work ethic.
- Experience with AI-enabled solutions to streamline operational tasks and scale analysis.
- Bonus: Experience applying the right statistics to analyze user data.
- Bonus: advanced degree in applied psychology, experimental psychology, human factors psychology or engineering, human computer interaction, anthropology, sociology or similar people-science-related discipline.
Skills
- User experience research
- Qualitative research
- Quantitative research
- Interviews
- Surveys
- Click tests
- Navigation studies
- Relationship building
- Cross-functional collaboration
- Experimental mindset
- Innovative mindset
- Communication
- Storytelling
- Self-management
- UserZoom
- UserTesting
- AI-enabled solutions
- Statistical analysis
Location
- Remote
Work Type
- Full-time
Experience Level
- 6+ years
Education Level
- Advanced degree in applied psychology, experimental psychology, human factors psychology or engineering, human computer interaction, anthropology, sociology or similar people-science-related discipline (Bonus)
Benefits
- Medical
- Dental
- Vision
- Mental health programs
- Wellness programs
- Sabbatical
- New mothers returning to work program
- Tuition reimbursement programs
- Time off to volunteer
- Employee resource groups
- Commitment to diversity
- Strategic partnerships
About the Company
- The Charles Schwab Digital Retail organization is a multi-disciplinary group that includes user experience designers, visual designers, researchers and content strategists.
- We work with strategic business and technology partners across the enterprise to build best-in-class digital experiences for our users.
- Our business is driven by our company strategy: “Through clients’ eyes”.
- Our purpose is to design tools and experiences that enable users to achieve their financial goals.