User Experience Designer
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Role details
Tech stack
Job description
- Facilitate collaborative design sessions including sketching and ideation
- Lead design reviews and drive decisions
- Create design solutions with a multi-faceted team, considering how sales, service and advice channels work together
- Model and strengthen consistent design practices across partner teams
- Use iterative design, research, and testing to reduce risk and improve outcomes
- Visualize ideas clearly through sketches, diagrams, wireframes, or prototypes, and provide the appropriate level of documentation
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 in and support research efforts
- Commit to improving our process and methods with an emphasis on both effectiveness and efficiency
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, keep them updated on project status and escalate items appropriately
Teamwork, Collaboration and Engagement
- Collaborate with Product Owners, Solution Architects, and other stakeholders to craft solutions that meet business objectives and user needs
- Evaluate feedback, reconcile competing constraints, and guide the team toward evidence-based decisions
- Adapt your approach as research, business priorities, and technical constraints evolve
- Passionate about the team, our mission, and the needs of our partners and users
- Enthusiastic about solving complex problems
Requirements
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship., * BA/BFA degree
- More than 5 years of design experience on digital products in a financial services environment, with in-depth understanding of technology applications, business architecture, client and representative experience, and project management
- Background or demonstrated comfort working in enterprise environments, business and IT strategy, Agile, Lean, process design, program management, customer relationship management processes, and related 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
- Experience applying AI tools and/or emerging spec-driven development practices to accelerate design exploration, prototyping, documentation, and delivery is a plus, including tools such as Figma Make, Figma Agent, Copilot, VS Code, and other AI-enabled workflows, * Comfort in a dynamic and fast-moving work environment, with a positive attitude and strong work ethic
- Self-starter with outstanding organizational skills, able to track and manage multiple projects
- Experience designing within or contributing to design systems, especially in complex enterprise environments
- Good understanding and/or experience with financial services regulations
- Knowledge of Salesforce ecosystem
- Knowledge of Schwab products, services and support systems
- Knowledge of Agile methods and processes
Benefits & conditions
In 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 plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
About the company
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 are seeking a Senior User Experience Designer (individual contributor) to help shape the future of Schwab’s Client Central platform and the broader ecosystem of tools that reps rely on every day. Client Central is a legacy enterprise platform used by more than 15,000 Schwab employees each day to support cashiering, client servicing, and other business-critical capabilities. Key areas of focus for this role include transformational workstreams such as Broker-Dealer Modernization, Client Central Reimagined, and other highly strategic initiatives that modernize how reps serve clients across sales, service, and advice workflows.
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Prepare application
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