Senior User Experience Designer

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).

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 activities
• Create and maintain design schedules
• Communicate status and agreements with project team
• Review work with UX managers, keeping them updated on project status and escalating items appropriately

Design Expertise and Execution

• Take a systematic approach to designing interfaces, ensuring consistency across experiences
• Conduct the primary design activities, create deliverables, and conduct QA at an expert level
• Participate and support research efforts
• Commit to improving our process and methods with an emphasis on both effectiveness and efficiency

Teamwork, Collaboration and Engagement

• Collaborate with Product Owners, Solution Architects, and other stakeholders to craft solutions that meet business objectives and user needs
• Strategically listen to feedback and help guide the delivery
• Evolving design mindset that is not rigidly fixed when presented with new information
• Passionate about team, our mission and the needs of our partners and users
• Enthusiastic about solving complex problems

What 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 management
• Bachelor's or Master's Degree in Design, Human-Computer Interaction, Computer Science, a related field, or equivalent practical experience 
• Background in Enterprise Environments, Business and IT Strategy, Agile, Lean, Process Design, Program Management, Customer Relationship Management processes and technologies
• Outstanding verbal and written communication skills with demonstrated ability to communicate effectively with all levels of the organization
• Demonstrated ability to communicate design rationale that connects user needs, business objectives, and technical feasibility
• Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic
• Self-starter with outstanding organizational skills
• Ability to track and manage multiple projects
• Good understanding and/or experience with financial services regulations

Preferred Qualifications:

• Knowledge of Schwab products, services and support systems
• Knowledge of Agile methods and processes

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.