Charles Schwab

Sr. UX Researcher

Charles Schwab$100K — $130K *
Consumer Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years of user experience research experience.
  • Proficient in running qualitative and quantitative research studies.
  • Strong relationship building skills across functions and levels.
  • Ability to manage multiple research projects with changing priorities.
  • Experimental mindset and innovative approach to research.
  • Skilled in communicating complex ideas effectively.
  • Proficient in research tools like UserZoom and User Testing.

Responsibilities

  • Lead research consulting engagements and set clear project expectations.
  • Create and manage research schedules and logistics.
  • Communicate project status and decisions with stakeholders.
  • Engage with partners to deliver research and facilitate workshops.
  • Incorporate stakeholder feedback into research delivery strategically.
  • Adapt research methods to meet business needs while maintaining rigor.
  • Stay updated with design theory and practice for continuous improvement.

Benefits

  • Medical, dental, vision, and mental health programs.
  • Sabbatical and flexible work-life balance initiatives.
  • Tuition reimbursement and volunteer time off.
  • Commitment to diversity through employee resource groups.
Full Job Description

In this individual contributorrole you will bean expert inuser experience research.Youoperatewithindependent judgement,leadby example demonstrating passion, positivity and keen problem-solving skills.

This positionis responsible for:

  • ResearchConsulting
  • 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 to ensure smooth operational execution.
  • 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.
  • Teamwork, Collaboration and Engagement
  • Works well with partners to deliver research and facilitate workshops or planning sessions that build alignment and shape direction.
  • Thoughtfully listen to stakeholder needs and incorporate feedback to guide delivery strategically.
  • Collaborative and cooperative, adept at shifting work to match changes in priority
  • Has a research point of view but adapts methods and recommendationsto adapt to business constraints, while preserving rigor and insight quality.
  • Passionate about team, our mission and the needs of our partners and users.
  • Enthusiastic about UXresearch and advocating for our clients..
  • Empathy & Curiosity
  • Understands and advocates user needs, walking in their shoes when possible.
  • Focuseson innovation and improvement.
  • Regularly learns more about design theory, practice, and tools.

Why your work matters:

  • You will support an engaged set of users who rely on our products to manage their financial lives.
  • By researching and understanding user needs you will be able to impact how our users do business with Schwab.
  • You will work with an engaged research team that fosters a learning, collaborative environment where team members support each other.
What you have
  • 6 + years of experience inuser experienceresearch.
  • Proficiencyand comfortrunning qualitative(interviews)and quantitative(surveys, click tests, navigation, etc.)research studieswith theability to provide rationale forthe 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 tosimultaneouslyrun researchformultiple product teams,managingshifting 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 asUserZoomand User Testing, including sessions with clients, advisors, and internal stakeholders.
  • Partner with cross-functional teams to embed generative and evaluative research into product development
  • Comfort in a project-oriented work environment, with a positive attitude and solid work ethic.
  • Experiencewith AI-enabled solutions to streamline operational tasks and scale analysis.
  • Elevate research qualitydefine best practices, ensure methodological rigor, and support others in developing UXresearchknowledge and skills.
  • Ability to advocate for research in cross-functional forums and connect insights to measurable business value and ROI.
  • Translate insights into compelling narratives and actionablerecommendations
  • Bonus: Experienceapplying the right statisticsto analyze user data.

  • Bonus: advanced degree inapplied psychology, experimental psychology, human factors psychology or engineering, human computer interaction, anthropology, sociology or similar people-science-related discipline.

What youll get:

  • Wellness:
  • Medical, dental, vision, mental health and other wellness programs are available.
  • Work/Life Balance:Sabbatical, new mothers returning to work program, tuition reimbursement programs, time off to volunteer.
  • Inclusion:Employeeresource groups, commitment to diversity, strategic partnerships.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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