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).
Our business is driven by looking through our clients’ eyes, which makes it a dream place to work as a user experience researcher. Our company motto supports user advocacy. Our purpose is designing tools and experiences that enable users to achieve their financial goals.
This individual contributor position is an expert in User Experience Research. This person operates with independent judgement and leads by example demonstrating passion, positivity, and keen problem-solving skills.
This position is responsible for:
Research Consulting
Set expectations with the project teams and prioritize activitiesCreate and maintain research schedulesCommunicate status and agreements with project teamReview work with UX managers, keep them updated on project status and escalate items appropriatelyTeamwork, Collaboration and Engagement
Works well with all partners to deliver workSupport UX team membersStrategically listen to feedback and help guide the deliveryCollaborative and cooperative
Has a research position but is not rigidly fixed when given new informationPassionate about team, our mission and the needs of our partners and usersEnthusiastic about UX designEmpathy & Curiosity
Understands and advocates user needs, walking in their shoes when possibleFocus on innovation and improvementRegularly learns more about design theory, practice, and toolsWhy your work matters:
You will support an engaged set of users who rely on our products to manage their clients’ financial livesBy researching and understanding the user needs you will be able to impact how our users do business with SchwabYou will learn how balance functionality against complexity on a highly visible platform which serves millions of advisors and retail customersYou will work with an engaged design team that fosters a learning environment
What you’ll do:
Work with diverse stakeholders to develop research plans that include both foundational and iterative testingConduct research, deploying a variety of methodologiesCreate or apply data-driven personasDeliver actionable recommendationsInstill best practices for research, provide guidance on how to meet usability requirements, and deliver high-quality work on tight schedulesKeep up to date with current UX research trends, tools and technologyServe as an evangelist for user research and the benefit it provides to our cleints What you haveRequired Qualifications:
10+ years of UX research experienceDeliverables change on a project-by-project basis, but may include elements such as user interviews, task analyses, journey maps, personas, and usability testingExpertise in synthesizing research dataStrong communicator and storytellerExperience working in collaborative, geographically distributed software development environments on large, complex desktop web, mobile web, and mobile applicationsComfort in a project-oriented work environment, with a positive attitude and solid work ethicStrong self-management skills, comfortable with substantial responsibility, working directly with our client partners, and capable of managing your project schedulesAbility to manage multiple projects at one time with attention to detail and deliver expected documents/recommendations on timeEffective relationship builder: ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality typesProficiency with Mac OS X and/or Windows office productivity software; hands-on experience with some of following software would be helpful but can be trained: SharePoint and MS office suite, UserZoom/UserTesting, or AlidaPrior experience within financial services industry
Preferred Qualifications:
Advanced degree in applied psychology, experimental psychology, human factors psychology or engineering, human computer interaction, anthropology, sociology, or similar people-science-related disciplinePreferred experience with financial services, systems / design for internal users, and new product launchesExperience with Schwab rep research and understanding of the structure, and bonus for doing research with the Services team
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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