Documentation & UX Sr. Specialist
Charles Schwab Corporation, Charlotte, NC, United States
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 locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Schwab Retirement Technologies (Schwab RT)
is a SaaS business delivering technology that supports thousands of retirement plans nationwide. Our products include web and mobile experiences for plan participants, portals for employers and financial advisors, and enterprise software that powers recordkeeping and administration. Every experience we design helps people build financial confidence for the future.
As a
Documentation & UX Specialist , you’ll play a key role in shaping how our clients experience and understand our products. You’ll bring clarity to complex topics, advocate for users, and help modernize how we create and deliver user assistance—while growing your own skills along the way.
You’ll join a
collaborative and highly independent UX & Content team
responsible for product design and documentation across Schwab RT’s web, mobile, and desktop applications. We partner closely with Product, Design, Engineering, and Client Service teams to craft experiences that are intuitive, trustworthy, and grounded in empathy for the people who use them.
In this role, you will:
Create and maintain product documentation such as user guides, release notes, and knowledge articles
Write UX content for digital experiences, including page titles, system messages, and error states
Help modernize how we deliver user assistance through video, emerging tools, and AI‑supported workflows
Support the Product team with marketing collateral, presentation decks, and client communications as needed
Learn and participate in the UX process—from research and ideation through design, testing, and validation
Base Responsibilities (first 6–12 months):
Create, update, and maintain software documentation and release communications
Bring legacy documentation up to date and close knowledge gaps
Help maintain our customer‑facing knowledge base and documentation library
Support migration of internal resources to SharePoint
Design and author content that builds clarity and trust throughout the user journey
Participate in user research, design thinking sessions, and user flow diagramming
Contribute to digital design system guidelines, components, and documentation
Assist with usability and accessibility testing
Collaborate with designers, product owners, and engineers in an Agile environment
Growth Opportunities (year 1+):
Explore and responsibly apply AI and emerging tools to improve documentation and UX workflows
Help expand video‑based user assistance, from short‑form release updates to long‑form training content
Support planning and migration to a modern documentation portal (structured content, analytics, AI‑assisted search, and role‑based access)
Occasionally assist with wireframes, user flows, visual designs, and interactive prototypes
You’ll thrive in this role if you:
Learn quickly and stay curious when navigating new or complex information
Enjoy translating technical concepts into clear, approachable content
Think creatively, ask thoughtful questions, and dig deep when something doesn’t add up
Pay close attention to details—whether that’s copy, layout, or user flow
Approach your work with empathy and advocate for the end user
Work independently while building strong, collaborative relationships
Embrace feedback, iteration, and continuous improvement
Enjoy variety and are comfortable wearing multiple hats
What you have Required Qualifications:
Strong writing and editing skills with the ability to simplify complex ideas
Bachelor’s degree or equivalent experience in English, technical communication, content design, or a related field
Minimum
3 years of experience
in software documentation, technical writing, content strategy, UX design, or a related area
Experience collaborating with Design, Product, Engineering, and Client Service teams
Proficiency with Microsoft 365 and Adobe Acrobat
Experience working with knowledge bases or documentation portals
Preferred Qualifications:
Familiarity with UX principles, tools, and artifacts (e.g., user flows, wireframes, Figma)
Basic understanding of accessibility standards and practices (WCAG, screen readers, ARIA)
Experience in complex, technical, or highly regulated environments
Experience using AI‑assisted tools in documentation or UX workflows
Video creation experience (Adobe Premiere or similar tools)
Exposure to API documentation or help‑authoring tools (e.g., Adobe RoboHelp)
Experience designing PowerPoint presentations and client‑facing materials
Familiarity with compliance workflows for marketing or communications
Exposure to financial concepts such as investing, accounting, or tax
Experience managing content lifecycles (information architecture, versioning, reviews, and style guides)
Foundational understanding of front‑end concepts (HTML/CSS, component‑based design), with no expectation of coding
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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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 locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Schwab Retirement Technologies (Schwab RT)
is a SaaS business delivering technology that supports thousands of retirement plans nationwide. Our products include web and mobile experiences for plan participants, portals for employers and financial advisors, and enterprise software that powers recordkeeping and administration. Every experience we design helps people build financial confidence for the future.
As a
Documentation & UX Specialist , you’ll play a key role in shaping how our clients experience and understand our products. You’ll bring clarity to complex topics, advocate for users, and help modernize how we create and deliver user assistance—while growing your own skills along the way.
You’ll join a
collaborative and highly independent UX & Content team
responsible for product design and documentation across Schwab RT’s web, mobile, and desktop applications. We partner closely with Product, Design, Engineering, and Client Service teams to craft experiences that are intuitive, trustworthy, and grounded in empathy for the people who use them.
In this role, you will:
Create and maintain product documentation such as user guides, release notes, and knowledge articles
Write UX content for digital experiences, including page titles, system messages, and error states
Help modernize how we deliver user assistance through video, emerging tools, and AI‑supported workflows
Support the Product team with marketing collateral, presentation decks, and client communications as needed
Learn and participate in the UX process—from research and ideation through design, testing, and validation
Base Responsibilities (first 6–12 months):
Create, update, and maintain software documentation and release communications
Bring legacy documentation up to date and close knowledge gaps
Help maintain our customer‑facing knowledge base and documentation library
Support migration of internal resources to SharePoint
Design and author content that builds clarity and trust throughout the user journey
Participate in user research, design thinking sessions, and user flow diagramming
Contribute to digital design system guidelines, components, and documentation
Assist with usability and accessibility testing
Collaborate with designers, product owners, and engineers in an Agile environment
Growth Opportunities (year 1+):
Explore and responsibly apply AI and emerging tools to improve documentation and UX workflows
Help expand video‑based user assistance, from short‑form release updates to long‑form training content
Support planning and migration to a modern documentation portal (structured content, analytics, AI‑assisted search, and role‑based access)
Occasionally assist with wireframes, user flows, visual designs, and interactive prototypes
You’ll thrive in this role if you:
Learn quickly and stay curious when navigating new or complex information
Enjoy translating technical concepts into clear, approachable content
Think creatively, ask thoughtful questions, and dig deep when something doesn’t add up
Pay close attention to details—whether that’s copy, layout, or user flow
Approach your work with empathy and advocate for the end user
Work independently while building strong, collaborative relationships
Embrace feedback, iteration, and continuous improvement
Enjoy variety and are comfortable wearing multiple hats
What you have Required Qualifications:
Strong writing and editing skills with the ability to simplify complex ideas
Bachelor’s degree or equivalent experience in English, technical communication, content design, or a related field
Minimum
3 years of experience
in software documentation, technical writing, content strategy, UX design, or a related area
Experience collaborating with Design, Product, Engineering, and Client Service teams
Proficiency with Microsoft 365 and Adobe Acrobat
Experience working with knowledge bases or documentation portals
Preferred Qualifications:
Familiarity with UX principles, tools, and artifacts (e.g., user flows, wireframes, Figma)
Basic understanding of accessibility standards and practices (WCAG, screen readers, ARIA)
Experience in complex, technical, or highly regulated environments
Experience using AI‑assisted tools in documentation or UX workflows
Video creation experience (Adobe Premiere or similar tools)
Exposure to API documentation or help‑authoring tools (e.g., Adobe RoboHelp)
Experience designing PowerPoint presentations and client‑facing materials
Familiarity with compliance workflows for marketing or communications
Exposure to financial concepts such as investing, accounting, or tax
Experience managing content lifecycles (information architecture, versioning, reviews, and style guides)
Foundational understanding of front‑end concepts (HTML/CSS, component‑based design), with no expectation of coding
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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