Job Description

Your Opportunity

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 our clients’ eyes”. This makes it a dream place to work as a user experience researcher. Our company motto supports user advocacy. Our purpose is to design tools and experiences that enable users to achieve their financial goals.

In this individual contributor role you will be an expert in user experience research. You’ll operate with independent judgement, lead by example demonstrating passion, positivity and keen problem-solving skills.

This position is responsible for:

• Research Consulting
• 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 recommendations to 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 UX research and advocating for our clients..
• Empathy & Curiosity
• Understands and advocates user needs, walking in their shoes when possible.
• Focuses on 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 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 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.
• Experience with AI-enabled solutions to streamline operational tasks and scale analysis.
• Elevate research quality—define best practices, ensure methodological rigor, and support others in developing UX research knowledge 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 actionable recommendations

• 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.

What you’ll 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: Employee resource groups, commitment to diversity, strategic partnerships.

Learn more about Life@Schwab.