Charles Schwab · 1 month ago
Senior Manager, Market Research & Insights- Family Wealth Alliance
Orlando, FL
Full-time
Hybrid
Senior Level
5+ years expCharles Schwab is a leading financial services firm focused on the multifamily wealth community. They are seeking a Senior Manager to oversee the execution of benchmarking studies and custom research engagements, ensuring operational excellence and high-quality experiences for participating firms.
Financial Services
Responsibilities
Build and manage project timelines, ensuring cross-functional deadlines are met
Schedule and coordinate discovery calls with prospective study participants and advisory groups
Manage follow-up communication to maintain engagement
Prepare documentation for programming and coordinate custom questionnaire builds
Manage engagement letter process, including legal edits, internal routing, execution, and documentation
Program questionnaires using complex logic and piping
Conduct initial quality assurance (QA) of survey links and materials
Liaise with external research partners to launch surveys and troubleshoot issues
Assist with participant recruitment through regular outreach and follow-up communications
Enter and maintain accurate participant data and notes across internal systems
Stay on top of broader industry thought leadership; regularly mine secondary data sources, white papers, and other industry resources for ongoing insights
Perform basic QA and data cleaning on aggregate datasets, including proactive validation via secondary data sources
Conduct initial QA of firm-level responses and follow up with participants as needed
Process member intake and renewal surveys, ensuring clean data for annual reporting and ongoing longitudinal analysis
Oversee various data and database-related tasks within internal systems
Generate charts and visualizations for written reports and PowerPoint presentations
Collaborate with senior staff to draft initial executive summaries, slide decks, and reports
Support post-event survey analysis and presentation, in coordination with programming team
Manage and analyze ad hoc poll results
Coordinate the delivery of benchmarking reports and executive summaries
Follow up with participants to monitor satisfaction and schedule follow-up calls as needed
Maintain longitudinal datasets and act as point person for historical participant data
Perform other related duties as assigned
Qualification
Required
Five or more years of relevant experience
Background in quantitative market research is highly desirable
Analytical mindset with the ability to interpret complex datasets
A natural curiosity to explore data and uncover new insights
Exhibit sound and accurate judgment; trustworthy, discreet, ethical, and respectful of the confidential aspects of research activities
Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) on Windows OS, with particular emphasis on Excel and PowerPoint
Strong proficiency in survey tools (e.g., SurveyMonkey, Qualtrics)
Comfortable learning new technical skills as needed, including but not limited to Customer Relationship Management (CRM) systems and web forms
Meticulous attention to detail with exceptional follow-through
Experience managing multiple projects simultaneously, ensuring they meet deadlines and quality standards
Take pride in completing tasks on time with quality and reliability
Prompt, polite, and proactive communication via phone, email, and in person
Professional poise in all interactions
Take initiative; seek increased responsibilities and developmental growth
Creative and self-directed problem solver
Adaptable to evolving business needs; comfortable with changes in routine and process
Preferred
Familiarity with the wealth management and family office industry
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
Company data provided by crunchbase