Description

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.

Your Opportunity:
We are looking for an experienced, collaborative, and adaptable product designer who is passionate about understanding user needs and pain points to join the Advisor Services UX team. The UX Team crafts effortless web and desktop experiences that are grounded in empathy and informed by insights and thoughtful planning. We are a multi-disciplinary group of professionals with expertise in Design, Content Strategy and Research. We collaborate across the enterprise to build exceptional digital experiences for millions of clients. Our clients are passionate about the tools and experiences we provide, and we create experiences that inspire trust, simplify the complex, demystify investing, and empower our clients to truly own their tomorrow.

As a Product Designer, you are responsible for:
Product design and execution:

• 
  Bring products to life through collaboration across the enterprise, designing solutions that delight and satisfy our clients and meet business needs.
• Influence product design efforts from early discovery to final delivery,
• Design interactions across desktop, mobile web and native mobile experiences, using product context.
• Align visual design approach for products, including how aspects like layout, color, spacing and typography impact how the user will interact with the system and how the system should respond.
• Work within and potentially contribute to a design system with full understanding of the overarching structure and implementation methods for patterns and components.
• Understand that the tiniest detail can make all the difference in designing a great product, with focused attention on meeting product requirements, providing consistent and error-free experiences aligned to brand identity, and ensuring every aspect of the design is accessible and inclusive.
  

Experience consulting:

• 
  Create solutions together with a cross-functional Agile team, considering how digital, physical, and service channels work together.
• Use problem definition techniques and data to drive project requirements.
• Facilitate ideation efforts with a focus on the problem to solve, creating a conversation of "how might we".
• Lead reviews and drive decision-making with the understanding great products are achieved iteratively.
• Raise potential roadblocks to team or project leads and collaboratively identify how to remove blockers.
• Maintain the high standards set by the group, including channel standards, content standards and the Charles Schwab design system.
  
  

Teamwork, collaboration, and engagement:

• 
  Passionately solutions-focused and optimistic about team, our mission and the needs of our partners and users.
• Partner across disciplines and functions.
• Build relationships by creating trust with partners through setting expectations on process/deliverables.
• Actively seek and use ideas and feedback to strategically guide delivery.
• Make others feel comfortable by conveying interest in their feedback/viewpoint, anticipating reactions and responding attentively to their ideas and concerns.
• Raise your hand to help others and proactively take time to work with teammates to support/guide activities and craft.
  

Your approach:

• 
  Use various communication techniques to showcase work and persuade through rationale and storytelling.
• Propose solutions that benefit all parties and craft arguments to support position.
• Have a design position and be open and flexible to adjustment if new information is presented
• Work within an undefined space to define potential paths forward through problem definition and design thinking.
• Recognize challenges are part of the process and collaboratively find root causes to determine next steps and new directions.
  

Why your work matters:

• 
  You will support an engaged set of users who rely on our products to manage their financial lives.
• By understanding the user needs you will be able to impact how our users do business with Schwab.
• You will learn how to balance functionality against complexity on a highly visible platform which serves millions of advisors and retail customers.
• You will work with an engaged design team that fosters a learning environment.
  

What you have

What you have:

• 
  6 + years of product design experience. focused on enterprise digital products or equivalent.
• An online portfolio showing process and design thinking.
• Experience with all aspects of a user-centered design process, including user research, developing user flows, creating wireframes, and creating content specifications.
• Experience working in a collaborative, multi-disciplinary team within an iterative process and an Agile development methodology.
• Experience with accessible design and accessibility testing for solutions. Strong self-management skills, comfortable with substantial responsibility, working directly with our client partners, and capable of managing your project schedules.
• Proficient in Figma.
• 1-2 years of Schwab experience gained as a current or recent contractor or employee
• Experience running design sessions with cross-functional teams.
• Effective relationship builder--ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types.
• Comfortable in a project-driven work environment, with a positive attitude and solid work ethic.
  

While the above skills and experience are desired, we encourage you to apply even if you don't meet every requirement. Your background and abilities may still be a great asset to our team, and we welcome the opportunity to hear why you might be a good fit!

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.



Requisition #: 2025-117778

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Requirements

2025-117778