Charles Schwab Manager, Research and Market Analysis in Lone Tree, Colorado

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Analytics and Business Insight is a department of 145 team members focused on firm-wide strategic decision support, client behavior diagnostics, advanced analytics, market research, client loyalty, management reporting, and client and prospect data management. Our mission is to help Schwab compete on analytics – in particular, to serve our clients and cultivate their loyalty by understanding their needs and goals better than anyone – 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.

What you’ll do:

The Market Research & Client Loyalty team is looking for a manager for the Information Center, a corporate resource for industry data, ABI reports and analysis, and third party research and databases. Reporting to the IC Lead, the manager partners with staff in ABI, Strategy and Client Experience to provide fact-based decision support. Responsibilities include:

Information Center Operations

  • Maintain the digital and hardcopy collections in the San Francisco, Denver, and Austin Information Centers (IC)

  • Oversee the circulation of IC materials and track usage

  • Manage the acquisition, cataloging and channel access for research studies, periodicals and books

  • Keep a high profile, web-based knowledge management portal up to date with the latest reports from Analytics & Business Insight and from third-party research vendors

  • Update web site and , partnering with IC lead, develop new web content and functionality

  • Oversees the promotion, maintenance and user education for a collection of Kindle readers

  • Support IC lead with contracts, invoices, purchase orders and documentation for Vendor Management

  • Trouble shoots technical problems with all information systems involving IT staff to resolve more complex technical issues

Research Support

  • Partnering with IC lead, provides research assistance on high priority topics; interprets 3 rd party reports and summarizes for business partners

  • Uses a variety of electronic databases and specialized research tools such as Factiva, NEXIS, Factset, Forrester research and data from third-party research firms.

  • Give virtual and in-person tours and instruction on the use of IC resources to individuals and groups


  • Working with the IC Lead, plans and puts on webinars and other events that promote the Information Center resources

  • Helps raise awareness & usage of the key resources available in the three ICs by assisting with the preparation and publication of 5 yearly web based e-mail alerts

What you have:

  • A Bachelor’s degree

  • 3-5 years working in a business environment preferably in a corporate setting is required

  • 1+ year experience using html to update and change content on a web site

  • 1+ year using Factiva, Nexis or other databases for business research

  • Experience working in a library

  • Strong Microsoft Windows skills (Word, Excel, PowerPoint, Outlook)

  • Must be able to manage competing priorities and be a self-starter

  • Must be comfortable interacting with business partners from all levels

  • Must be motivated to provide excellent customer service

  • Must have excellent written and verbal skills

  • Ability to work in a fast-paced, rapidly changing environment

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • 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

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: CO - Lone Tree