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 Senior User Experience Designer (individual contributor) to help shape the future of Schwab’s Client Central platform and the broader ecosystem of tools that reps rely on every day. Client Central is a legacy enterprise platform used by more than 15,000 Schwab employees each day to support cashiering, client servicing, and other business-critical capabilities. Key areas of focus for this role include transformational workstreams such as Broker-Dealer Modernization, Client Central Reimagined, and other highly strategic initiatives that modernize how reps serve clients across sales, service, and advice workflows.
You will translate complex business challenges into intuitive, scalable, and user-centered solutions across complex, data-dense workflows that connect client information, service interactions, relationship context, and rep tools. Your work will help advance Schwab’s modernization strategy by reducing friction, improving efficiency, and creating a more coherent experience across Client Central, related platforms, and the broader representative ecosystem — enabling reps to serve clients with greater confidence, speed, and effectiveness.
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 sales, service and advice channels work together
- Model and strengthen consistent design practices across partner teams
- Use iterative design, research, and testing to reduce risk and improve outcomes
- Visualize ideas clearly through sketches, diagrams, wireframes, or prototypes, and provide the appropriate level of documentation
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 in and support research efforts
- Commit to improving our process and methods with an emphasis on both effectiveness and efficiency
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
Teamwork, Collaboration and Engagement
- Collaborate with Product Owners, Solution Architects, and other stakeholders to craft solutions that meet business objectives and user needs
- Evaluate feedback, reconcile competing constraints, and guide the team toward evidence-based decisions
- Adapt your approach as research, business priorities, and technical constraints evolve
- Passionate about the team, our mission, and the needs of our partners and users
- Enthusiastic about solving complex problems
What you have
*On your resume, please include a link to a digital portfolio of your relevant work; make sure to include any passwords required. Your portfolio should show how you solve product experience problems, work within established patterns, and bring interaction design, visual clarity, and user needs together across digital touchpoints. We are especially interested in the problem you were solving, the role you played, the decisions you made, and the impact of the work.
Required Qualifications:
- BA/BFA degree
- More than 5 years of design experience on digital products in a financial services environment, with in-depth understanding of technology applications, business architecture, client and representative experience, and project management
- Background or demonstrated comfort working in enterprise environments, business and IT strategy, Agile, Lean, process design, program management, customer relationship management processes, and related 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
- Experience applying AI tools and/or emerging spec-driven development practices to accelerate design exploration, prototyping, documentation, and delivery is a plus, including tools such as Figma Make, Figma Agent, Copilot, VS Code, and other AI-enabled workflows
Preferred Qualifications:
- Comfort in a dynamic and fast-moving work environment, with a positive attitude and strong work ethic
- Self-starter with outstanding organizational skills, able to track and manage multiple projects
- Experience designing within or contributing to design systems, especially in complex enterprise environments
- Good understanding and/or experience with financial services regulations
- Knowledge of Salesforce ecosystem
- 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.
