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).
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.
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
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).
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.
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
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.