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 looking for hands-on UX Lead (people leader) who is passionate about responding to user needs to join the Advisor Services User Experience team. Independent Registered Investment Advisor (RIA) firms rely on Schwab’s digital platforms to conduct business, and we aim to provide experiences that inspire trust, simplify the complex, and empower them to deliver exceptional service to their clients.
In this role, you will be responsible for :
Strategy & design leadership
- Provide creative and strategic direction across a portfolio of products to ensure alignment with the platform vision and business goals
- Advocate for user needs throughout the product design cycle
- Co-create solutions with cross-functional teams, considering how digital, physical, and service channels work together
- Tackle system-level questions by considering opportunities in design, architecture, and standards
Team leadership
Lead and mentor a collaborative and innovative cross-disciplinary UX teamDefine and manage UX roadmaps across product areas to maximize resources and outcomesProvide ongoing tactical direction focused on pragmatic, iterative improvementsManage team performance and support talent developmentProcess and execution
Collaborate to establish and maintain a scalable design system and governance processHelp define research practices to identify user wants and needs and quantify impactLeverage data and insights to design interfaces and workflows that streamline processes, increase adoption, and satisfy user and business needsWhy your work matters :
Balance functionality against complexity on an industry-leading platform serving thousands of investment advisorsLead an engaged design team that values delivering value and working towards common goalsWhat you have
On your resume, please include a link to a digital portfolio of your relevant work; make sure to include any passwords required
Required Qualifications :
10+ years of digital product design experience3+ years of people leadership experienceDocumented experience designing highly complex B2B productsExpert in all facets of UX, including practice, process, tools, and techniquesExperience working in a collaborative, multi-disciplinary team within an iterative process and an Agile development methodologyExperience planning and conducting user research, inclusive of diverse research methodologiesStrong self-management skills, comfortable with substantial responsibility, ability to work directly with product and engineering partners, and capable of managing project schedulesProficient in FigmaPreferred Qualifications :
Prior experience within the financial services industryIn 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