Charles Schwab
Overview
Join to apply for the
Senior User Experience Designer
role at
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 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 shape and enhance 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. 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 stay connected to the Sales and Service experiences and capabilities, as several tasks and workflows cross over between these personas.
This role requires excellent relationship management and executive presence to facilitate alignment and decision-making across business stakeholders, product owners, and technology partners.
Responsibilities
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
Set expectations with the project team and prioritize activities
Create and maintain design schedules
Communicate status and agreements with the project team
Review work with UX managers, keep them updated on project status and escalate items appropriately
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 emphasis on effectiveness and efficiency
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
Be passionate about the team, our mission, and the needs of our partners and users
Be enthusiastic about solving complex problems
Qualifications 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, CRM 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
Strong understanding and/or experience with financial services regulations
Knowledge of Schwab products, services and support systems
Benefits In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
Tution reimbursement
Health, dental, and vision insurance
Work Arrangement We believe in in-office collaboration and expect the selected candidate to work onsite in the specified location(s). Schwab emphasizes a Hybrid Work & Flexibility approach balanced with in-person collaboration.
Location Denver, CO
Job Details Job function: Design, Art/Creative, and Information Technology
Employment type: Full-time
Seniority level: Mid-Senior level
Referrals increase your chances of interviewing at Charles Schwab.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Senior User Experience Designer
role at
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 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 shape and enhance 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. 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 stay connected to the Sales and Service experiences and capabilities, as several tasks and workflows cross over between these personas.
This role requires excellent relationship management and executive presence to facilitate alignment and decision-making across business stakeholders, product owners, and technology partners.
Responsibilities
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
Set expectations with the project team and prioritize activities
Create and maintain design schedules
Communicate status and agreements with the project team
Review work with UX managers, keep them updated on project status and escalate items appropriately
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 emphasis on effectiveness and efficiency
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
Be passionate about the team, our mission, and the needs of our partners and users
Be enthusiastic about solving complex problems
Qualifications 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, CRM 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
Strong understanding and/or experience with financial services regulations
Knowledge of Schwab products, services and support systems
Benefits In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
Tution reimbursement
Health, dental, and vision insurance
Work Arrangement We believe in in-office collaboration and expect the selected candidate to work onsite in the specified location(s). Schwab emphasizes a Hybrid Work & Flexibility approach balanced with in-person collaboration.
Location Denver, CO
Job Details Job function: Design, Art/Creative, and Information Technology
Employment type: Full-time
Seniority level: Mid-Senior level
Referrals increase your chances of interviewing at Charles Schwab.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr