User Experience Researcher

Charles Schwab Inc.
San Francisco, California
Closing date
Dec 2, 2021

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Position Type
UX / Design Researcher
Organization Type
Your Opportunity:

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.

What you are good at:

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.

What you have:

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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