Overview
On Site
USD 90,000.00 - 200,100.00 per year
Full Time
Skills
Wealth Management
Sales
Prototyping
Use Cases
Personas
Decision-making
Relationship Management
Design Analysis
Ideation
Design Review
Brand
Sketch
Wireframe
Documentation
Design Management
Quality Assurance
Research
Teamwork
Collaboration
User Experience
FOCUS
Innovation
Salesforce.com
Business Architecture
Project Management
IT Strategy
Lean Methodology
Process Modeling
Program Management
Customer Relationship Management (CRM)
Communication
Negotiations
Analytics
Positive Attitude
Work Ethic
Organizational Skills
Management
Financial Services
Business Analytics
Business Analysis
Agile
Job Details
Your Opportunity
We are seeking a Senior User Experience Designer to help us create a simple to use modern wealth management rep platform that enables world-class efficiency and highly personalized experiences for our Sales, Service, and Advice representatives.
You will be responsible for one) to translating strategic insights into actionable experience concepts by defining the structure, flow, and content of the solution and two) visualizing design ideas through interactive prototypes that communicate the intended user experience to help align teams, gather feedback and guide development. You will strategically connect the dots across complex use-cases that touch multiple personas and applications, creating a consistent, intuitive, and performant rep desktop. To achieve this, you will facilitate alignment and decision-making across business stakeholders, product owners, and technology partners, requiring excellent relationship management and executive presence.
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 digital, physical, and service channels work together.
Represent the design team brand and deliver a consistent design process to partners.
Understand that great designs are achieved iteratively.
Visualize ideas in a clear form (sketch, diagram, wireframe, or prototype) and provide appropriate level documentation.
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.
Design Expertise and Execution
Maintain the high standards set by the group.
Conduct the primary design activities, create deliverables, and conduct QA at an expert level.
Participate and support research efforts.
Commit to improving our process and methods with an emphasis on both effectiveness and efficiency.
Teamwork, Collaboration and Engagement
Work well with all partners to deliver work.
Support UX team members.
Strategically listen to feedback and help guide the delivery
Collaborative and cooperative.
Evolving design mindset that is not rigidly fixed when presented with new information.
Passionate about team, our mission and the needs of our partners and users.
Enthusiastic about UX design.
Empathy & Curiosity
Understand user needs, walking in their shoes when possible.
Focus on innovation and improvement.
Regularly learns more about design theory, practice, and tools
What you have
What you have:
More than 5 years of design experience on digital products and in a financial services environment with in-depth understanding of the Salesforce ecosystem, technology applications, business architecture, client and representative experience, and project management
Background in Business and IT Strategy, Agile, Lean, Process Design, Program Management, Customer Relationship Management processes and technologies
Outstanding verbal and written communication skills with demonstrated ability to communicate effectively with all levels of the organization
Strong negotiation and business influence skills
Ability to distill strategy, analytics and varied sets of input to drive decisions across stakeholder communities
. 1-2 years of Schwab domain experience gained as a current or recent contractor or employee
Building credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action
Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic. Self-starter with outstanding organizational skills. Curiosity to continually reevaluate existing user interactions
Ability to track and manage multiple projects. Good understanding and/or experience with financial services regulations is a plus
A strong track record of performance
BA/BS degree
Knowledge of Schwab products, services and support systems is a plus
Knowledge of Agile methods and processes is a plus
We are seeking a Senior User Experience Designer to help us create a simple to use modern wealth management rep platform that enables world-class efficiency and highly personalized experiences for our Sales, Service, and Advice representatives.
You will be responsible for one) to translating strategic insights into actionable experience concepts by defining the structure, flow, and content of the solution and two) visualizing design ideas through interactive prototypes that communicate the intended user experience to help align teams, gather feedback and guide development. You will strategically connect the dots across complex use-cases that touch multiple personas and applications, creating a consistent, intuitive, and performant rep desktop. To achieve this, you will facilitate alignment and decision-making across business stakeholders, product owners, and technology partners, requiring excellent relationship management and executive presence.
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 digital, physical, and service channels work together.
Represent the design team brand and deliver a consistent design process to partners.
Understand that great designs are achieved iteratively.
Visualize ideas in a clear form (sketch, diagram, wireframe, or prototype) and provide appropriate level documentation.
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.
Design Expertise and Execution
Maintain the high standards set by the group.
Conduct the primary design activities, create deliverables, and conduct QA at an expert level.
Participate and support research efforts.
Commit to improving our process and methods with an emphasis on both effectiveness and efficiency.
Teamwork, Collaboration and Engagement
Work well with all partners to deliver work.
Support UX team members.
Strategically listen to feedback and help guide the delivery
Collaborative and cooperative.
Evolving design mindset that is not rigidly fixed when presented with new information.
Passionate about team, our mission and the needs of our partners and users.
Enthusiastic about UX design.
Empathy & Curiosity
Understand user needs, walking in their shoes when possible.
Focus on innovation and improvement.
Regularly learns more about design theory, practice, and tools
What you have
What you have:
More than 5 years of design experience on digital products and in a financial services environment with in-depth understanding of the Salesforce ecosystem, technology applications, business architecture, client and representative experience, and project management
Background in Business and IT Strategy, Agile, Lean, Process Design, Program Management, Customer Relationship Management processes and technologies
Outstanding verbal and written communication skills with demonstrated ability to communicate effectively with all levels of the organization
Strong negotiation and business influence skills
Ability to distill strategy, analytics and varied sets of input to drive decisions across stakeholder communities
. 1-2 years of Schwab domain experience gained as a current or recent contractor or employee
Building credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action
Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic. Self-starter with outstanding organizational skills. Curiosity to continually reevaluate existing user interactions
Ability to track and manage multiple projects. Good understanding and/or experience with financial services regulations is a plus
A strong track record of performance
BA/BS degree
Knowledge of Schwab products, services and support systems is a plus
Knowledge of Agile methods and processes is a plus
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