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Join to apply for the Senior User Experience Designer role at Charles Schwab Join to apply for the Senior User Experience Designer role at Charles Schwab Get AI-powered advice on this job and more exclusive features. 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 to use modern wealth management rep platform that enables world-class efficiency and highly personalized experiences for our Sales, Service, and Advice representatives. You will be responsible for 1) translating strategic insights into actionable experience concepts by defining the structure, flow, and content of the solution and 2) visualizing design ideas through interactive prototypes that communicate the intended user experience to help align teams, gather feedback and guide development. You will strategically connect the dots across complex use-cases that touch multiple personas and applications, creating a consistent, intuitive, and performant rep desktop. To achieve this, 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, keeping them updated on project status and escalating 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 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 Bachelor's or Master's Degree in Design, Human-Computer Interaction, Computer Science, a related field, or equivalent practical experience 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 Good understanding and/or experience with financial services regulations Preferred Qualifications Knowledge of Schwab products, services and support systems Knowledge of Agile methods and processes 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 Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Design, Art/Creative, and Information Technology Referrals increase your chances of interviewing at Charles Schwab by 2x Sign in to set job alerts for “Senior User Experience Designer” roles. 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