Your opportunity
We are seeking a Senior User Experience Designer (individual contributor) to help us create a simple to use modern wealth management rep platform that enables world-class efficiency and highly personalized experiences for our Sales, Service, and Advice representatives. You will be responsible for 1) translating strategic insights into actionable experience concepts by defining the structure, flow, and content of the solution and 2) visualizing design ideas through interactive prototypes that communicate the intended user experience to help align teams, gather feedback and guide development. You will strategically connect the dots across complex use-cases that touch multiple personas and applications, creating a consistent, intuitive, and performant rep desktop. To achieve this, you will facilitate alignment and decision-making across business stakeholders, product owners, and technology partners, requiring excellent relationship management and executive presence.
What You Are Good At
Design Consulting
- Facilitate collaborative design sessions including sketching and ideation
- Lead design reviews and drive decisions
- Create design solutions with a multi-faceted team, considering how digital, physical, and service channels work together
- Represent the design team brand and deliver a consistent design process to partners
- Understand that great designs are achieved iteratively
- Visualize ideas in a clear form (sketch, diagram, wireframe, or prototype) and provide appropriate level documentation
Design Management
Set expectations with the project team and prioritize activitiesCreate and maintain design schedulesCommunicate status and agreements with project teamReview work with UX managers, keeping them updated on project status and escalating items appropriatelyDesign Expertise and Execution
Take a systematic approach to designing interfaces, ensuring consistency across experiencesConduct the primary design activities, create deliverables, and conduct QA at an expert levelParticipate and support research effortsCommit to improving our process and methods with an emphasis on both effectiveness and efficiencyTeamwork, Collaboration and Engagement
Collaborate with Product Owners, Solution Architects, and other stakeholders to craft solutions that meet business objectives and user needsStrategically listen to feedback and help guide the deliveryEvolving design mindset that is not rigidly fixed when presented with new informationPassionate about team, our mission and the needs of our partners and usersEnthusiastic about solving complex problemsWhat you have
Required Qualifications
More than 5 years of design experience on digital products and in a financial services environment with in-depth understanding of the Salesforce ecosystem, technology applications, business architecture, client and representative experience, and project managementBachelor's or Master's Degree in Design, Human-Computer Interaction, Computer Science, a related field, or equivalent practical experienceBackground in Enterprise Environments, Business and IT Strategy, Agile, Lean, Process Design, Program Management, Customer Relationship Management processes and technologiesOutstanding verbal and written communication skills with demonstrated ability to communicate effectively with all levels of the organizationDemonstrated ability to communicate design rationale that connects user needs, business objectives, and technical feasibilityComfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethicSelf-starter with outstanding organizational skillsAbility to track and manage multiple projectsGood understanding and / or experience with financial services regulationsPreferred Qualifications
Knowledge of Schwab products, services and support systemsKnowledge of Agile methods and processesIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future :
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSeniority level
Mid-Senior level
Employment type
Full-time
Job function
Design, Art / Creative, and Information Technology
Irving, TX
J-18808-Ljbffr
#J-18808-Ljbffr