Charles Schwab · 16 hours ago
Sr Manager, Optimization and Personalization
Phoenix, AZ, US
Full-time
Onsite
Senior Level
$115K/yr - $192K/yr
7+ years expCharles Schwab is a financial services company focused on delivering client-centric experiences. They are seeking a Senior Manager to lead the Digital Retail's experimentation and personalization capabilities, partnering with various teams to create standards and best practices for testing and targeted experiences.
Financial Services
Responsibilities
Stand up a unified experimentation framework (metrics, audiences/segments, attribution, naming conventions) and define process to maintain a healthy flag/experiment space (dedupe, archive, lifecycle)
Define governance for test quality, guardrails, and risk thresholds (e.g., traffic allocation, power/stop rules, data retention), aligned with FINRA/SEC marketing and communications expectations
Create reusable assets (standards, playbooks, decision trees, templates, example designs) for POs and engineers to operationalize experimentation and personalization at sprint pace
Coach Digital Retail product teams on hypothesis formation, experiment design, and analysis; review test plans, instrumentation, and results; and guide next‑best actions. Help teams understand proper application of different test types (AB, MVT, Multi-armed bandit, etc)
Embed experimentation into daily workflows using feature‑flag driven testing and progressive rollouts (e.g., LaunchDarkly experiments tied to business metrics)
Partner cross‑functionally (UX, engineering, data science, marketing, operations, compliance) to align on cross-functional processes and oversee launch of targeted experiences that comply with privacy and accessibility standards
Operationalize rule‑based and AI‑assisted personalization for content and messaging across web/app, starting with recommended content modules and audience targeting; align with Schwab’s personalization roadmap
Evaluate platform options- Assess current personalization tools and supporting infrastructure (data, content, etc), drive standards for integrations, data flows, and measurement; identify gaps and make recommendations that support long-term capability roadmap
Guide toward scale- Work closely with technology and product partners to progressively scale the tools and associated systems and architecture; support product team in scaling utilization as part of the product development life-cycle
Champion customer‑obsessed personalization that deepens trust and relationships—consistent with Schwab’s 'Through Clients’ Eyes' culture
Establish KPIs for program health and impact (e.g., test velocity, win rate, exposure discipline, lift in engagement/activation, compliance exceptions trend)
Translate results for leadership—turn complex data into clear recommendations, portfolio views, and action plans that inform prioritization
Qualification
Required
7–10+ years in digital product/marketing/optimization, with hands‑on A/B/MVT testing and personalization across web/mobile; experience coaching teams and scaling programs
Experience with Schwab's digital retail processes and procedures either as an employee or contractor
Practical expertise with feature flags and experimentation platforms (e.g., LaunchDarkly) and at least one enterprise testing/personalization tool (e.g., Optimizely, Adobe Target, LaunchDarkly, etc)
Strong data literacy (KPIs, experiment power/significance, cohort/segment analysis) and the ability to connect outcomes to business metrics and client value
Proven success in highly matrixed environments—building consensus and working effectively with product, engineering, UX, analytics, and compliance
Preferred
Financial services experience; understanding of SEC/FINRA marketing rules, data privacy (GDPR/CCPA), and accessibility (ADA/WCAG) implications for experimentation/personalization
Familiarity with digital analytics, segmentation and audience tools (CDP) for real‑time audience targeting or similar stacks
Experience shaping playbooks and standards that teams can self‑serve (vs. centralized COE delivery), with measurable adoption and impact
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)
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2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
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Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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