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).

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 prioritize activities
• Creates and maintain design schedules
• Communicates status and agreements with project team
• Reviews work with UX managers, keep them updated on project status and escalates items appropriately

Design Expertise and Execution

• Facilitates collaborative design sessions including sketching and ideation
• Takes a systematic approach to designing interfaces, ensuring consistency across experiences
• Creates 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 together
• Effectively and succulently articulates design solutions with business partners, leading reviews and driving decisions, understanding that great designs are achieved iteratively
• Participates and supports research efforts
• Commits to improving our process and methods with an emphasis on both effectiveness and efficiency

Teamwork, Collaboration and Engagement

• Enthusiastic about solving complex problems
• Shows up for their colleagues, product team members, and business partners with a team-first, can-do attitude
• Collaborates with Product Owners, Solution Architects, and other stakeholders to craft solutions that meet business objectives and user needs while falling with technical constraints
• Listens 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

What 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 management
• Solid designs skills rooted in user centered design practices with a good understanding of frameworks such as Jobs-to-be-Done and Behavioral Economics
• Experience working with and designing for the Salesforce ecosystem
• 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
• Ability to track and manage multiple projects

Preferred Qualifications:

• Good understanding and/or experience with financial services regulations
• BA/BFA 
• Knowledge of Schwab products, services and support systems
• Knowledge of Agile methods and processes
• Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic. 
• Self-starter with outstanding organizational skills

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