Senior User Experience Designer

Charles Schwab Inc.•Orlando, FL

4d•$129,000 - $170,000•Onsite

About The Position

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.

Requirements

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.
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

Nice To Haves

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

Responsibilities

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
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
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
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