Sr Manager, Market Research

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Schwab Market Research focuses on company-wide strategic decision support, client loyalty and behavior, advanced analytics, market research, reporting, and client & prospect data analysis. Our mission is to help Schwab compete on analytics – in particular, to serve ourclients and cultivate their loyalty by understanding their needs, attitudes, and behavior - and make strategic decisions in a data-driven, fact-based, sophisticated manner. Our services are in heavy demand due to our reputation for accuracy, strong business insight, outstanding productivity, and attention to detail. Our work has high visibility throughout the company as our results help a myriad of business partners shape marketing strategies and quantify the effectiveness of various marketing efforts.

The Market Research team is looking for an experienced strategic thinker with impeccable market research skills to support DAFgiving360. DAFgiving360 is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account. We are a leading national donor-advised fund provider - having granted out to over 200,000 charities nationwide since inception on behalf of our donors.  

The Sr Manager, Market Research (individual contributor) will be part of a dynamic and highly capable Schwab team of researchers and analysts and specifically responsible for the day-to-day management and support of online communities of DAFgiving360 clients (investors with donor-advised funds). You will be partnering closely with the DAFgiving360 organization, as well as external research vendors and agencies to help DAFgiving360 achieve their strategy of enhancing their Platform and creating better experiences for every client.

Key responsibilities will include:

• Work collaboratively across multiple departments and products lines to help define and answer critical business questions
• Support and manage a wide variety of market research studies and initiatives such as helping to optimize client experience, inspiring marketing, and assessing interest for potential offerings. 
• Partner with vendor to manage an online community of clients with an eye towards maximizing community participation and providing clients with a first-rate experience.
• Develop actionable insights based on synthesis of multiple research and analytic learnings; present insights and recommendations to business partners across all levels of the organization
• Manage multiple projects and research vendors simultaneously and prioritize projects within strategic business priorities (while maintaining a “roll up your sleeves, and dig into the data/findings” mindset and approach to your work)

What you have

Required Qualifications:

Experience and Education: 

• Minimum 7 years of experience in marketing research (‘vendor side’ or ‘client side’ experience)
• Experience with both qualitative and quantitative research methodologies
• College degree

Analytic and Research Skills: 

• Ability to develop detailed, tactical project plans and implement them on time and within budget
• Extremely strong analytic, mathematical and statistical skills; ability to extract insights out of complex datasets and fact-bases
• Capability to help shape team thinking regarding all aspects of research strategy, design and execution

Communications & Interpersonal Skills:

• Must work collaboratively across the organization to define research goals and objectives
• Proactively seek opportunities for collaboration with team members and other analytic or business groups
• Excellent written and verbal communications skills, including senior-management-level presentation skills
• Easy to get along with; someone that is a ‘joy’ to have as part of the team

Project Management Skills: 

• Ability to structure and execute complex research efforts from end-to-end (with support of Schwab Market Research Directors)
• Ability to manage research vendors including relationship oversight, establishing a collaborative partnership, and budget management
• Ability to manage multiple projects simultaneously and prioritize projects within strategic business priorities
• Ability to work in a fast-paced, rapidly changing environment
• Ability to oversee online communities managed by an outside vendor
• Ability to evolve and optimize the online communities to maximize value and insights to both DAFgiving360 and our clients

Preferred Qualifications:

• Experience designing and managing User Experience (UX) studies   
• Experience with implementing AI tools in research
• Experience in mission-driven or social impact organizations
• Financial service experience
• Experience with an investment firm

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.