Senior Manager, UX Design Lead- Advisor Services

Charles Schwab Inc.•Westlake, TX

2d•$117,300 - $215,000•Onsite

About The Position

Join Schwab’s Advisor Services User Experience team as a hands-on UX design leader guiding the strategy and delivery of digital experiences used by independent Registered Investment Advisor (RIA) firms. The role leads a team of UX professionals and shapes enterprise workflows across Schwab Advisor Center, simplifying complex, data-intensive work and helping advisors serve their clients with confidence. The position combines people leadership, enterprise UX strategy, interaction and workflow design, and cross-functional partnership. It connects user needs, product priorities, technology considerations, and business outcomes to create scalable experiences across multiple product streams. The selected candidate is expected to work on site in Lone Tree, Colorado, or Orlando, Florida.

Requirements

Track record of leading, coaching, and developing UX professionals by setting expectations, providing actionable feedback, delegating ownership, and supporting teams through change.
Proven success setting UX strategy and design direction across a portfolio, platform, or multiple product streams, with design decisions connected to measurable user and business outcomes.
Prior experience designing enterprise AI products or incorporating emerging technology into complex digital experiences.
Background designing complex B2B software, transactional platforms, or other data-intensive digital products using user-centered design principles.
Ability to simplify complex journeys, navigation, and task flows while accounting for business rules, system constraints, and user context.
Applied use of qualitative research, analytics, customer feedback, and experience measures to identify needs, test assumptions, and evaluate outcomes.
Strong cross-functional partnership across Product, Technology, Research, Service Design, and Business teams, including navigating competing priorities, resolving trade-offs, and influencing decisions.
Clear communication of complex concepts, research insights, and design rationale through recommendations, presentations, workshops, or design reviews.
Hands-on contribution to scalable design systems and standards, and development-ready work created in Figma and contemporary UX tools and methods.
Portfolio showing design process, leadership decisions, collaboration approach, and outcomes.

Nice To Haves

Background designing digital products or workflows in financial services, RIA platforms, or another highly regulated enterprise environment such as healthcare, energy, or HR technology.

Responsibilities

Provide creative and strategic direction across a portfolio of products, aligning work with platform vision and business goals.
Advocate for user needs throughout the product design cycle.
Co-create solutions with cross-functional teams, considering how digital, physical, and service channels work together.
Address system-level questions and opportunities in design, architecture, and standards.
Lead and mentor a collaborative, innovative, cross-disciplinary UX team.
Define and manage UX roadmaps across product areas to maximize resources and outcomes.
Provide ongoing tactical direction focused on pragmatic, iterative improvements.
Manage team performance and support talent development.
Collaborate to establish and maintain a scalable design system and governance process.
Help define research practices to identify user wants and needs and quantify impact.
Use data and insights to design interfaces and workflows that streamline processes, increase adoption, and meet user and business needs.