UX Product Designer Retirement Plan Services
Your Opportunity
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.
Applicants must currently be authorized to work for any employer in the United States, now and in the future, on a full-time basis without employer sponsorship.
We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations
Schwab Retirement Plan Services (RPS) is transforming the digital experiences that support plan sponsors, participants, advisors, and internal teams. As a UX Designer on the RPS Digital team, you will shape how users interact with our digital products and help define the future of our sponsor-facing experiences.
Serving as the voice of the user across the product lifecycle, you will design intuitive, accessible business-to-business (B2B) experiences that simplify complex plan administration. Partnering with Product Owners, Product Managers, researchers, architects, developers, and other stakeholders, you will balance user needs, business goals, and technical constraints to deliver solutions that improve satisfaction, adoption, and efficiency.
What You Will Do
User Experience Strategy & Design
- Design end-to-end digital experiences for sponsor-facing and internal business applications.
- Create user flows, journey maps, wireframes, mockups, prototypes, and interaction designs.
- Translate business requirements and user needs into intuitive, scalable solutions.
- Identify opportunities to simplify complex workflows and improve usability.
- Promote consistency across products through established design systems and UX standards.
- Contribute to the long-term vision for modernized digital experiences.
User Research & Validation
- Plan and conduct user interviews, usability studies, surveys, and feedback sessions.
- Analyze user behavior, qualitative feedback, and experience metrics to identify improvement opportunities.
- Validate proposed solutions through testing and iterative design refinement.
- Partner with Product Owners and business stakeholders to understand user challenges and priorities.
- Advocate for user-centered decision making throughout the product lifecycle.
Product & Agile Collaboration
- Work closely with Product Owners to refine requirements and define user stories.
- Collaborate with developers and architects to ensure designs are feasible and implementable.
- Participate in PI Planning, sprint planning, backlog refinement, and solution reviews.
- Provide detailed design specifications and support implementation throughout delivery.
- Review completed work to ensure experience quality and alignment with design intent.
Modernization & Innovation
- Lead UX activities supporting major transformation initiatives.
- Evaluate emerging design practices, tools, and industry trends.
- Leverage analytics and customer insights to drive continuous experience improvements.
- Identify opportunities to increase digital adoption, efficiency, and self-service capabilities.
- Help establish UX best practices across the RPS Digital organization.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Experience designing enterprise or business-to-business digital experiences.
- Strong understanding of design principles and user-centered design methodologies.
- Experience creating wireframes, prototypes, journey maps, and interaction designs.
- Proficiency with modern UX design and prototyping tools such as Figma, Sketch, Adobe XD, or similar platforms.
- Experience conducting user research and usability testing.
- Ability to present and defend design decisions to stakeholders and leadership.
- Strong communication, facilitation, and collaboration skills.
- Ability to balance user needs, business objectives, regulatory requirements, and technical constraints.
- Experience working in Agile product delivery environments.
- Knowledge of accessibility standards and inclusive design practices.
In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.
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What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Experience designing enterprise or business-to-business digital experiences.
- Strong understanding of design principles and user-centered design methodologies.
- Experience creating wireframes, prototypes, journey maps, and interaction designs.
- Proficiency with modern UX design and prototyping tools such as Figma, Sketch, Adobe XD, or similar platforms.
- Experience conducting user research and usability testing.
- Ability to present and defend design decisions to stakeholders and leadership.
- Strong communication, facilitation, and collaboration skills.
- Ability to balance user needs, business objectives, regulatory requirements, and technical constraints.
- Experience working in Agile product delivery environments.
- Knowledge of accessibility standards and inclusive design practices.
In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.
#workplacejobs
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.