Charles Schwab
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, modern wealth management platform that enables world-class efficiency and highly personalized experiences for Advisors and Associate Wealth Advisors in the Wealth and Advice Solutions (WAS) organization. Through close partnership with WAS stakeholders, 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.
While your primary user persona will be Advisors, you will need to stay connected to the Sales and Service experiences and capabilities. This is essential as several tasks and workflows cross over between these personas, and a cohesive, consistent, and intuitive rep desktop is crucial for overall success. 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, keep them updated on project status and escalate 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:
BA/BFA degree
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
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
Knowledge of Agile methods and processes
Preferred Qualifications:
Strong understanding and/or experience with financial services regulations
Knowledge of Schwab products, services and support systems
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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
CO Salary Range: USD $103,500.00 - $175,000.00 / Year
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
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, modern wealth management platform that enables world-class efficiency and highly personalized experiences for Advisors and Associate Wealth Advisors in the Wealth and Advice Solutions (WAS) organization. Through close partnership with WAS stakeholders, 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.
While your primary user persona will be Advisors, you will need to stay connected to the Sales and Service experiences and capabilities. This is essential as several tasks and workflows cross over between these personas, and a cohesive, consistent, and intuitive rep desktop is crucial for overall success. 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, keep them updated on project status and escalate 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:
BA/BFA degree
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
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
Knowledge of Agile methods and processes
Preferred Qualifications:
Strong understanding and/or experience with financial services regulations
Knowledge of Schwab products, services and support systems
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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
CO Salary Range: USD $103,500.00 - $175,000.00 / Year
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.