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).
Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.
We are seeking a User Experience Designer (individual contributor) to help us create a simple, modern wealth management platform that enables efficiency and personalized experiences for our Financial Service Professionals. Through close partnership with product owners and business stakeholders in our Sales and Service organizations, you will play a key role in shaping and enhancing digital experiences that elevate the rep experience.
Your primary focus will be on translating strategic insights into actionable experience concepts by defining the structure, flow, and content of the solution. Additionally, you will visualize design ideas through interactive prototypes that communicate the intended user experience, helping to align teams, gather feedback, and guide development. 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 Management
- Sets expectations with the project team and prioritizes activities
- Creates and maintains design schedules
- Communicates status and agreements with project team
- Reviews work with UX managers, keeps them updated on project status and escalates items appropriately
Design Expertise and Execution
Facilitates collaborative design sessions including sketching and ideationTakes a systematic approach to designing interfaces, ensuring consistency across experiencesCreates design artifacts (sketch, user flows, service blueprints, journey maps, wireframes, or prototypes) with a multi-faceted team, considering how digital, physical, and service channels work togetherEffectively articulates design solutions with business partners, leading reviews and driving decisions, understanding that great designs are achieved iterativelyParticipates in and supports research effortsCommits to improving our process and methods with an emphasis on both effectiveness and efficiencyTeamwork, Collaboration and Engagement
Enthusiastic about solving complex problemsShows up for colleagues, product team members, and business partners with a team-first, can-do attitudeCollaborates with Product Owners, Solution Architects, and other stakeholders to craft solutions that meet business objectives and user needs while respecting technical constraintsListens to feedback and helps guide the deliveryEvolving design mindset that is not rigidly fixed when presented with new informationPassionate about the team, our mission and the needs of our partners and usersWhat you have
Required Qualifications :
3-5 years of design experience on digital products and in a financial services environment with in-depth understanding of technology applications, business architecture, client and representative experience, and project managementSolid design skills rooted in user centered design practices with a good understanding of frameworks such as Jobs-to-be-Done and Behavioral EconomicsExperience working with and designing for the Salesforce ecosystemBackground 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 feasibilityAbility to track and manage multiple projectsPreferred Qualifications :
Good understanding and / or experience with financial services regulationsBA / BFAKnowledge of Schwab products, services and support systemsKnowledge of Agile methods and processesComfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic.Self-starter with outstanding organizational skillsIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 insurance#J-18808-Ljbffr