User Experience Researcher

Charles Schwab Corporation
Financial District, California
Closing date
Dec 11, 2021

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Position Type
UX / Design Researcher
Full Time
Organization Type
The Charles Schwab Digital Services User Experience team is a multi-disciplinary group of user experience designers, visual designers, researchers and content strategists. We work with strategic business and technology partners across the enterprise to build best-in-class digital experiences for our users.

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 position is responsible for:

Research Consulting
  • Set expectations with the project teams and prioritize activities.
  • Create and maintain research schedules.
  • Communicate status and agreements with project team.
  • Review work with UX managers, keep them updated on project status and escalate items appropriately.
  • Teamwork, Collaboration and Engagement
  • Works well with all partners to deliver work.
  • Support UX team members.
  • Strategically listen to feedback and help guide the delivery
  • Collaborative and cooperative.
  • Has a research position but 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
  • Understands and advocates user needs, walking in their shoes when possible.
  • Focus on innovation and improvement.
  • Regularly learns more about design theory, practice, and tools.
  • You will support an engaged set of users who rely on our products to manage their financial lives.
  • By researching and understanding the user needs you will be able to impact how our users do business with Schwab.
  • You will learn how balance functionality against complexity on a highly visible platform which serves millions of advisors and retail customers.
  • You will work with an engaged design team that fosters a learning environment.

  • 6 + years of experience in user experience or a related field.
  • Advanced degree in applied psychology, experimental psychology, human factors psychology or engineering, human computer interaction, anthropology, sociology or similar people-science-related discipline.
  • Experience working in a collaborative multi-disciplinary team within an iterative process and an Agile development methodology.
  • Experimental and innovative mindset.
  • Ability to communicate complex messages and trade-offs and tell a compelling story.
Strong self-management skills, comfortable with substantial responsibility, working directly with our client partners, and capable of managing your project schedules. Proficient in research tools such as UserZoom, dscout, and 1:1 moderated methods.Experience running research sessions with cross-functional teams.Effective relationship builder--ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types.Comfort in a project-oriented work environment, with a positive attitude and solid work ethic.

"Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.
  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees."

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